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Capital Group Core Plus Income ETF
CGCP

Overview Fund Activity

204 hedge funds and large institutions have $2.54B invested in Capital Group Core Plus Income ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 138 increasing their positions, 23 reducing their positions, and 13 closing their positions.

Holders
204
Holders Change
+15
Holders Change %
+7.94%
% of All Funds
2.95%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
31
Increased
138
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$175M
2
Capital International Investors
2
Capital International Investors
California
$255M
3
Wells Fargo
3
Wells Fargo
California
$192M
4
LPL Financial
4
LPL Financial
California
$127M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$79.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$14.9M
2
MSWM
2
McGlone Suttner Wealth Management
Wisconsin
$19.8M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$0
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
26
Confluence Wealth Services
Pennsylvania
$20.4M +$4.54M +196,412 +29%
DJSG
27
D.J. St. Germain
Massachusetts
$20M +$2.26M +97,631 +13%
FWS
28
FinDec Wealth Services
California
$20M +$1.15M +49,930 +6%
KAS
29
Kestra Advisory Services
Texas
$20M +$27.1K +1,170 +0.1%
MLRA
30
Main Line Retirement Advisors
Montana
$19.9M +$1.01M +43,711 +5%
SMM
31
Stadion Money Management
Georgia
$19.9M +$1.74M +75,234 +10%
MSWM
32
McGlone Suttner Wealth Management
Wisconsin
$19.8M -$4.33M -187,246 -18%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$19.2M +$16.8M +727,884 +711%
MHB
34
Midwest Heritage Bank
Iowa
$17.4M +$796K +34,437 +5%
PSCM
35
Per Stirling Capital Management
Texas
$17M +$17M +735,597 New
CCM
36
Condor Capital Management
New Jersey
$15.8M +$960K +41,503 +6%
Jane Street
37
Jane Street
New York
$14.9M -$16.3M -705,154 -52%
FCA
38
FinTrust Capital Advisors
South Carolina
$14.7M +$638K +27,577 +5%
RA
39
Ruggaard & Associates
Ohio
$14.5M +$81.9K +3,541 +0.6%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$14.3M +$8.79M +379,372 +158%
AFA
41
AA Financial Advisors
Ohio
$13M +$2.86M +123,568 +28%
IPA
42
Investment Planning Advisors
Georgia
$12.6M – – –
DADC
43
D.A. Davidson & Co
Montana
$12.3M +$1.16M +50,123 +10%
SA
44
Sanctuary Advisors
Indiana
$12.1M +$9.38M +418,775 +351%
CWA
45
Clearview Wealth Advisors
Oregon
$11.9M +$1.62M +70,141 +16%
NECFA
46
New England Capital Financial Advisors
Connecticut
$11.4M +$2.57M +111,014 +29%
MA
47
Mutual Advisors
Nebraska
$11.3M +$1.21M +53,571 +12%
FWM
48
Fortress Wealth Management
California
$11.1M +$987K +42,700 +10%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$10.6M -$585K -25,287 -5%
KIM
50
Kestra Investment Management
Texas
$10.6M +$3.02M +130,457 +40%
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