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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 %
CW
76
CreativeOne Wealth
Kansas
$507K – – –
LWM
77
Lodestone Wealth Management
Washington
$494K +$77K +3,458 +18%
CGPCS
78
Capital Group Private Client Services
California
$491K +$5.39K +242 +1%
RA
79
RFG Advisory
Alabama
$475K +$475K +21,325 New
AF
80
Allworth Financial
California
$470K +$470K +21,113 New
MSAM
81
Moloney Securities Asset Management
Missouri
$467K +$467K +20,964 New
PWA
82
Pillar Wealth Advisors
Pennsylvania
$464K +$267 +12 +0.1%
IPW
83
Intergy Private Wealth
Colorado
$404K +$19.3K +868 +5%
SWM
84
Silverlake Wealth Management
Vermont
$380K – – –
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$379K +$379K +17,007 New
MWP
86
Madison Wealth Partners
Wisconsin
$320K – – –
AAS
87
Ameritas Advisory Services
Nebraska
$301K +$162K +7,340 +116%
SIM
88
Studio Investment Management
Illinois
$287K +$175K +7,810 +155%
BWM
89
BlackDiamond Wealth Management
New York
$227K -$108K -4,845 -32%
TI
90
tru Independence
Oregon
$224K +$224K +10,078 New
WWP
91
WR Wealth Planners
Missouri
$215K – – –
GRP
92
Global Retirement Partners
California
$206K – – –
RCAG
93
Rehmann Capital Advisory Group
Michigan
$204K – – –
FFS
94
Founders Financial Securities
Maryland
$201K +$201K +9,050 New
AF
95
Advisornet Financial
Minnesota
$174K +$174K +7,818 New
SPIA
96
Steward Partners Investment Advisory
New York
$113K -$686K -30,809 -86%
EWA
97
EverSource Wealth Advisors
Alabama
$58.3K +$712 +32 +1%
BC
98
Barrett & Company
Rhode Island
$56.4K +$53.5K +2,402 +1,806%
CFD
99
Creative Financial Designs
Indiana
$45.1K +$45.1K +2,025 New
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
1 2 3
4
5