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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 Market Value Shares Shares
Change 		Shares
Change %
CF
51
Convergence Financial
Missouri
$10.8M 484,942 +50,537 +12%
P
52
&Partners
Tennessee
$8.97M 404,282 +153,913 +61%
BAG
53
Bridgewealth Advisory Group
California
$8.76M 392,787 +66,271 +20%
WA
54
WBH Advisory
Maryland
$8.61M 387,663 +68,721 +22%
PAG
55
Private Advisor Group
New Jersey
$7.72M 347,811 +33,963 +11%
CIA
56
Concurrent Investment Advisors
Florida
$7.59M 341,941 +11,831 +4%
FFP
57
Freedom Financial Partners
Minnesota
$7.49M 337,598 +337,598 New
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$7.48M 336,719 +119,974 +55%
EWA
59
EverSource Wealth Advisors
Alabama
$7.16M 322,434 +188,939 +142%
GFG
60
Greenbush Financial Group
New York
$7.02M 316,058 +316,058 New
NF
61
NavPoint Financial
Minnesota
$6.86M 309,103 +35,501 +13%
CFGF
62
Compass Financial Group (Florida)
Florida
$6.78M 305,325 -10,232 -3%
Jane Street
63
Jane Street
New York
$6.17M 278,030 -365,373 -57%
BEI
64
Benjamin Edwards Inc
Missouri
$6.06M 273,109 +44,781 +20%
KAS
65
Kestra Advisory Services
Texas
$5.82M 261,950 -602,239 -70%
KCP
66
Kera Capital Partners
California
$5.76M 259,477 +259,477 New
FWM
67
Fortress Wealth Management
California
$5.66M 255,126 -225,156 -47%
CWP
68
Core Wealth Partners
California
$5.44M 245,165 +42,987 +21%
LWMNY
69
Landmark Wealth Management (New York)
New York
$5.44M 244,915 +10,198 +4%
SCM
70
SOL Capital Management
Maryland
$5.25M 236,273 +41,470 +21%
ATPW
71
Ashton Thomas Private Wealth
Arizona
$4.95M 223,148 +20,578 +10%
Mariner
72
Mariner
Kansas
$4.91M 221,335 +22,164 +11%
LWM
73
Lodestone Wealth Management
Washington
$4.85M 218,427 +5,086 +2%
AAS
74
Avantax Advisory Services
Texas
$4.82M 217,069 +28,202 +15%
AWS
75
Atria Wealth Solutions
New York
$4.7M 211,885 +50,925 +32%
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