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Capital Group Core Plus Income ETF
CGCP

Overview Fund Activity

152 hedge funds and large institutions have $1.13B invested in Capital Group Core Plus Income ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 88 increasing their positions, 24 reducing their positions, and 4 closing their positions.

Holders
152
Holders Change
+32
Holders Change %
+26.67%
% of All Funds
2.23%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
36
Increased
88
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$41.1M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$32.3M
3
UBS Group
3
UBS Group
Switzerland
$52.4M
4
Wells Fargo
4
Wells Fargo
California
$47M
5
CA
5
Cetera Advisors
Colorado
$32.9M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$14.3M
2
WAM
2
WNY Asset Management
New York
$48.9M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$6.26M
4
Jane Street
4
Jane Street
New York
$27.8M
5
IA
5
IFP Advisors
Florida
$77.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$4.44M +$1.18M +52,012 +36%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$4.13M +$1.37M +60,363 +50%
AA
53
Advisory Alpha
Michigan
$4M +$330K +14,547 +9%
Mariner
54
Mariner
Kansas
$3.59M +$2.54M +111,754 +241%
AWS
55
Atria Wealth Solutions
New York
$3.58M +$846K +37,289 +31%
PAG
56
Private Advisor Group
New Jersey
$3.03M +$522K +23,012 +21%
APW
57
Acima Private Wealth
Virginia
$2.85M +$2.85M +125,535 New
WA
58
WBH Advisory
Maryland
$2.71M +$1.11M +48,980 +70%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$2.66M +$373K +16,455 +16%
LWM
60
Lodestone Wealth Management
Washington
$2.61M +$2.05M +90,363 +367%
SIM
61
Studio Investment Management
Illinois
$2.61M +$1.28M +56,437 +97%
CWM
62
Cornerstone Wealth Management
Missouri
$2.48M +$14.2K +624 +0.6%
NF
63
NavPoint Financial
Minnesota
$2.4M +$2.4M +105,849 New
IA
64
Inspire Advisors
Idaho
$2.38M +$90.6K +3,992 +4%
BAM
65
Belpointe Asset Management
Nevada
$2.12M +$554K +24,390 +35%
AI
66
Atria Investments
North Carolina
$2.03M -$784K -34,563 -28%
AAS
67
Avantax Advisory Services
Texas
$2.03M +$288K +12,668 +17%
CP
68
Capital Planning
Washington
$2M +$45K +1,970 +2%
SFWC
69
Strategic Family Wealth Counselors
New Jersey
$1.91M +$1.91M +84,018 New
OMC
70
Old Mission Capital
Illinois
$1.7M +$1.7M +74,838 New
Citadel Advisors
71
Citadel Advisors
Florida
$1.62M +$1.27M +55,872 +360%
SCM
72
SOL Capital Management
Maryland
$1.59M +$1.28M +56,479 +413%
DC
73
Davenport & Co
Virginia
$1.55M +$215K +9,466 +16%
KWM
74
Kingsview Wealth Management
Oregon
$1.5M +$550K +24,249 +58%
AF
75
Affiance Financial
Minnesota
$1.47M +$633K +27,894 +76%
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