CGCP icon

Capital Group Core Plus Income ETF

189 hedge funds and large institutions have $1.85B invested in Capital Group Core Plus Income ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 113 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
189
Holders Change
+19
Holders Change %
+11.18%
% of All Funds
2.75%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.28%
New
32
Increased
113
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jones Financial Companies
51
Jones Financial Companies
Missouri
$5.33M +$4.86M +218,885 +1,038%
LWMNY
52
Landmark Wealth Management (New York)
New York
$5.08M +$197K +8,872 +4%
WA
53
WBH Advisory
Maryland
$4.9M +$1.3M +58,684 +36%
NF
54
NavPoint Financial
Minnesota
$4.89M +$1.77M +79,881 +57%
ASN
55
Advisory Services Network
Georgia
$4.77M -$120K -5,411 -2%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$4.08M +$857K +38,554 +27%
PAG
57
Private Advisor Group
New Jersey
$4.04M +$537K +24,172 +15%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$4.03M +$865K +38,935 +27%
Mariner
59
Mariner
Kansas
$3.6M +$150K +6,758 +4%
AAS
60
Avantax Advisory Services
Texas
$3.46M +$759K +34,156 +28%
LWM
61
Lodestone Wealth Management
Washington
$3.32M +$11.9K +537 +0.4%
CCIA
62
Cherry Creek Investment Advisors
Colorado
$3.09M +$1.77M +79,545 +133%
SIM
63
Studio Investment Management
Illinois
$2.94M +$447K +20,129 +18%
APW
64
Acima Private Wealth
Virginia
$2.87M +$40.7K +1,832 +1%
IA
65
Inspire Advisors
Idaho
$2.8M +$169K +7,598 +6%
ATPW
66
Ashton Thomas Private Wealth
Arizona
$2.76M +$1.31M +58,783 +90%
AWS
67
Atria Wealth Solutions
New York
$2.73M -$804K -36,146 -23%
EWA
68
EverSource Wealth Advisors
Alabama
$2.72M +$1.19M +52,698 +78%
BAM
69
Belpointe Asset Management
Nevada
$2.67M +$7.47K +336 +0.3%
SA
70
Sanctuary Advisors
Indiana
$2.62M +$2.62M +119,195 New
CWM
71
Cornerstone Wealth Management
Missouri
$2.43M -$65.1K -2,932 -3%
AF
72
Affiance Financial
Minnesota
$2.43M +$170K +7,667 +8%
KPWS
73
Kestra Private Wealth Services
Texas
$2.41M +$2.09M +93,962 +655%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$2.35M +$474K +21,328 +25%
KWM
75
Kingsview Wealth Management
Oregon
$2.32M +$779K +35,064 +51%