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Capital Group Core Plus Income ETF
CGCP

Overview Fund Activity

236 hedge funds and large institutions have $3.37B invested in Capital Group Core Plus Income ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 138 increasing their positions, 37 reducing their positions, and 14 closing their positions.

Holders
236
Holders Change
+32
Holders Change %
+15.69%
% of All Funds
3.14%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
49
Increased
138
Reduced
37
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$241M
2
LPL Financial
2
LPL Financial
California
$189M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$395M
4
Capital International Investors
4
Capital International Investors
California
$301M
5
Wells Fargo
5
Wells Fargo
California
$231M

Top Sellers

1
PSCM
1
Per Stirling Capital Management
Texas
$0
2
KAS
2
Kestra Advisory Services
Texas
$5.82M
3
Jane Street
3
Jane Street
New York
$6.17M
4
FWM
4
Fortress Wealth Management
California
$5.66M
5
CCIA
5
Cherry Creek Investment Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWC
26
Adamsbrown Wealth Consultants
Kansas
$26.1M +$2.3M +103,512 +10%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$25.5M +$7.11M +320,394 +39%
IA
28
IAM Advisory
Pennsylvania
$25.3M +$1M +45,181 +4%
BWP
29
Bernardo Wealth Planning
Pennsylvania
$25.1M +$1.96M +88,945 +8%
SFG
30
Stonebridge Financial Group
Pennsylvania
$23.4M +$23.4M +1,052,329 New
CWS
31
Confluence Wealth Services
Pennsylvania
$23.3M +$3.67M +165,134 +19%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$22.1M +$8.33M +375,077 +61%
DJSG
33
D.J. St. Germain
Massachusetts
$21.4M +$2.14M +96,546 +11%
IPA
34
Investment Planning Advisors
Georgia
$19.7M +$7.05M +317,579 +56%
SMM
35
Stadion Money Management
Georgia
$19.2M +$81.4K +3,668 +0.4%
FWS
36
FinDec Wealth Services
California
$18.5M -$656K -29,562 -3%
MHB
37
Midwest Heritage Bank
Iowa
$18.1M +$1.38M +62,050 +8%
MLRA
38
Main Line Retirement Advisors
Montana
$17.7M -$1.47M -66,289 -8%
CCM
39
Condor Capital Management
New Jersey
$15.5M +$383K +17,256 +3%
IAA
40
Independent Advisor Alliance
North Carolina
$14.9M +$14.9M +672,135 New
DWM
41
Diversify Wealth Management
Utah
$14.5M +$4.84M +220,003 +50%
RA
42
Ruggaard & Associates
Ohio
$14.4M +$421K +18,966 +3%
Citadel Advisors
43
Citadel Advisors
Florida
$13.9M +$9.35M +420,998 +207%
KIM
44
Kestra Investment Management
Texas
$13.8M +$3.59M +161,844 +35%
DADC
45
D.A. Davidson & Co
Montana
$13.2M +$1.47M +66,117 +12%
AFA
46
AA Financial Advisors
Ohio
$13.2M +$636K +28,631 +5%
SA
47
Sanctuary Advisors
Indiana
$12.4M +$355K +15,883 +3%
CWA
48
Clearview Wealth Advisors
Oregon
$12.1M +$635K +28,605 +6%
NECFA
49
New England Capital Financial Advisors
Connecticut
$11.7M +$724K +32,633 +7%
MA
50
Mutual Advisors
Nebraska
$11M -$55.3K -2,495 -0.5%
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