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Capital Group Core Plus Income ETF
CGCP

Overview Fund Activity

204 hedge funds and large institutions have $2.54B invested in Capital Group Core Plus Income ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 138 increasing their positions, 23 reducing their positions, and 13 closing their positions.

Holders
204
Holders Change
+15
Holders Change %
+7.94%
% of All Funds
2.95%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
31
Increased
138
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$175M
2
Capital International Investors
2
Capital International Investors
California
$255M
3
Wells Fargo
3
Wells Fargo
California
$192M
4
LPL Financial
4
LPL Financial
California
$127M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$79.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$14.9M
2
MSWM
2
McGlone Suttner Wealth Management
Wisconsin
$19.8M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$0
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$3.52M 152,203 +63,399 +71%
IA
77
Inspire Advisors
Idaho
$3.27M 141,414 +15,559 +12%
CCIA
78
Cherry Creek Investment Advisors
Colorado
$3.26M 141,219 +1,952 +1%
EWA
79
EverSource Wealth Advisors
Alabama
$3.09M 133,495 +13,477 +11%
KPWS
80
Kestra Private Wealth Services
Texas
$3M 129,699 +21,381 +20%
BAM
81
Belpointe Asset Management
Nevada
$2.96M 128,066 +7,680 +6%
AF
82
Affiance Financial
Minnesota
$2.86M 123,865 +14,476 +13%
CGPCS
83
Capital Group Private Client Services
California
$2.71M 117,143 +30,626 +35%
CA
84
Continuum Advisory
Idaho
$2.67M 119,352 +40,306 +51%
APW
85
Acima Private Wealth
Virginia
$2.64M 114,257 -14,796 -11%
CWM
86
Cornerstone Wealth Management
Missouri
$2.5M 108,074 -1,330 -1%
LFAS
87
Level Four Advisory Services
Texas
$2.47M 109,970 +96,242 +701%
CWM
88
Centric Wealth Management
Illinois
$2.44M 109,179 +109,179 New
SFWC
89
Strategic Family Wealth Counselors
New Jersey
$2.44M 105,445 +3,415 +3%
CP
90
Capital Planning
Washington
$2.37M 102,482 +10,931 +12%
EH
91
Equitable Holdings
New York
$2.33M 100,714 +26,288 +35%
SAM
92
Smartleaf Asset Management
Massachusetts
$2.3M 99,419 +99,419 New
DC
93
Davenport & Co
Virginia
$2.07M 89,550 +1,239 +1%
VA
94
Valmark Advisers
Ohio
$2.05M 88,804 +18,398 +26%
BWM
95
BlackDiamond Wealth Management
New York
$2.03M 90,527 +90,527 New
GVAG
96
Great Valley Advisor Group
Delaware
$2.01M 86,839 +86,839 New
GRP
97
Global Retirement Partners
California
$1.99M 86,282 +70,900 +461%
PFS
98
Prospera Financial Services
Texas
$1.98M 85,483 +1,346 +2%
WWM
99
Western Wealth Management
Colorado
$1.97M 85,165 +26,669 +46%
OC
100
Oppenheimer & Co
New York
$1.94M 83,702 +9,100 +12%
2 3
4
5 6