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Capital Group Core Plus Income ETF
CGCP

Overview Fund Activity

170 hedge funds and large institutions have $1.49B invested in Capital Group Core Plus Income ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 119 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
170
Holders Change
+18
Holders Change %
+11.84%
% of All Funds
2.46%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
25
Increased
119
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$98M
2
Wells Fargo
2
Wells Fargo
California
$98.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$57.3M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$31M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$32.3M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$25.7M
2
Jane Street
2
Jane Street
New York
$15.7M
3
Truist Financial
3
Truist Financial
North Carolina
$2.74M
4
CGPCS
4
Capital Group Private Client Services
California
$1.78M
5
BBHC
5
Brown Brothers Harriman & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWMNY
51
Landmark Wealth Management (New York)
New York
$4.94M +$211K +9,409 +4%
Citadel Advisors
52
Citadel Advisors
Florida
$4.69M +$3.09M +137,540 +193%
CIA
53
Concurrent Investment Advisors
Florida
$4.37M +$4.37M +194,440 New
AA
54
Advisory Alpha
Michigan
$4.06M +$101K +4,513 +3%
BAG
55
Bridgewealth Advisory Group
California
$3.71M +$3.24M +144,358 +686%
WA
56
WBH Advisory
Maryland
$3.64M +$958K +42,657 +36%
AWS
57
Atria Wealth Solutions
New York
$3.57M +$24.9K +1,109 +0.7%
PAG
58
Private Advisor Group
New Jersey
$3.54M +$538K +23,964 +18%
Mariner
59
Mariner
Kansas
$3.49M -$66.2K -2,949 -2%
LWM
60
Lodestone Wealth Management
Washington
$3.35M +$764K +34,032 +30%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$3.26M +$630K +28,058 +24%
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$3.2M +$2.64M +117,624 +472%
NF
63
NavPoint Financial
Minnesota
$3.15M +$771K +34,342 +32%
APW
64
Acima Private Wealth
Virginia
$2.86M +$37.9K +1,686 +1%
Truist Financial
65
Truist Financial
North Carolina
$2.74M -$7.57M -337,139 -73%
AAS
66
Avantax Advisory Services
Texas
$2.73M +$724K +32,232 +36%
BAM
67
Belpointe Asset Management
Nevada
$2.7M +$601K +26,760 +29%
SPC
68
Sigma Planning Corp
Michigan
$2.66M +$1.67M +74,343 +168%
IA
69
Inspire Advisors
Idaho
$2.66M +$298K +13,256 +13%
SIM
70
Studio Investment Management
Illinois
$2.53M -$54.4K -2,413 -2%
CWM
71
Cornerstone Wealth Management
Missouri
$2.52M +$70.7K +3,146 +3%
SFWC
72
Strategic Family Wealth Counselors
New Jersey
$2.32M +$429K +19,109 +23%
AF
73
Affiance Financial
Minnesota
$2.28M +$831K +37,015 +57%
Morgan Stanley
74
Morgan Stanley
New York
$2.22M +$2.2M +97,854 +11,485%
DWM
75
Dechtman Wealth Management
Colorado
$2.11M +$2.11M +93,731 New
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