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Capital Group Core Plus Income ETF
CGCP

Overview Fund Activity

106 hedge funds and large institutions have $630M invested in Capital Group Core Plus Income ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 63 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+14
Holders Change %
+15.22%
% of All Funds
1.67%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
21
Increased
63
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$34.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$33M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$29.5M
4
CA
4
Cetera Advisors
Colorado
$16.3M
5
Wells Fargo
5
Wells Fargo
California
$26.2M

Top Sellers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$0
2
BCG
2
Breakwater Capital Group
New Jersey
$1.36M
3
YWS
3
Yarger Wealth Strategies
Ohio
$562K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SPIA
5
Steward Partners Investment Advisory
New York
$113K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCG
51
Breakwater Capital Group
New Jersey
$1.36M -$1.39M -62,419 -51%
IA
52
IFP Advisors
Florida
$1.32M +$673K +30,247 +104%
SPC
53
Sigma Planning Corp
Michigan
$1.29M +$15.5K +697 +1%
USCWA
54
U.S. Capital Wealth Advisors
Texas
$1.26M +$1.26M +56,615 New
MFG
55
Merit Financial Group
Georgia
$1.13M +$288K +12,923 +34%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$1.1M +$170K +7,626 +18%
CA
57
Continuum Advisory
Idaho
$1.1M +$846K +38,019 +331%
KWM
58
Kingsview Wealth Management
Oregon
$1M +$583K +26,185 +138%
CFGS
59
Concourse Financial Group Securities
Alabama
$991K +$28.4K +1,269 +3%
HI
60
Harbour Investments
Wisconsin
$918K +$53.3K +2,395 +6%
NFG
61
Nations Financial Group
Iowa
$908K -$12.8K -575 -1%
Citadel Advisors
62
Citadel Advisors
Florida
$876K +$876K +39,331 New
PFS
63
Prospera Financial Services
Texas
$806K +$360K +16,177 +81%
OC
64
Oppenheimer & Co
New York
$786K +$193K +8,686 +33%
BCA
65
Bay Colony Advisors
Massachusetts
$751K +$37.6K +1,689 +5%
Mariner
66
Mariner
Kansas
$744K -$61K -2,740 -8%
SS
67
Simplicity Solutions
Minnesota
$683K +$683K +30,662 New
BFG
68
Bleakley Financial Group
New Jersey
$683K +$683K +30,662 New
DC
69
Davenport & Co
Virginia
$621K +$621K +27,897 New
RJA
70
Raymond James & Associates
Florida
$608K – – –
FMN
71
Financial Management Network
California
$586K +$57.7K +2,600 +11%
TWM
72
Tradition Wealth Management
Minnesota
$585K +$375K +16,843 +178%
AF
73
Affiance Financial
Minnesota
$577K +$321K +14,419 +125%
YWS
74
Yarger Wealth Strategies
Ohio
$562K -$1.35M -60,839 -71%
VA
75
Valmark Advisers
Ohio
$527K +$252K +11,333 +92%
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3
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