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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 Holding Trade Value Shares
Change 		Shares
Change %
KPWS
76
Kestra Private Wealth Services
Texas
$4.58M +$1.71M +76,809 +59%
EW
77
Entruity Wealth
California
$4.33M +$4.33M +195,195 New
GWM
78
Geneos Wealth Management
Colorado
$4.21M +$3.18M +143,062 +307%
KWM
79
Kingsview Wealth Management
Oregon
$4.02M +$283K +12,742 +8%
SIM
80
Studio Investment Management
Illinois
$3.96M +$495K +22,318 +14%
EH
81
Equitable Holdings
New York
$3.47M +$1.23M +55,497 +55%
VA
82
Valmark Advisers
Ohio
$3.45M +$1.48M +66,466 +75%
SA
83
Sovran Advisors
California
$3.45M +$3.45M +156,866 New
IA
84
Inspire Advisors
Idaho
$3.24M +$102K +4,575 +3%
FTUS
85
Flow Traders U.S.
New York
$3.11M -$336K -15,125 -10%
BAM
86
Belpointe Asset Management
Nevada
$2.93M – – –
AF
87
Affiance Financial
Minnesota
$2.91M +$162K +7,276 +6%
CA
88
Continuum Advisory
Idaho
$2.9M +$253K +11,376 +10%
WWM
89
Western Wealth Management
Colorado
$2.89M +$998K +44,935 +53%
LFAS
90
Level Four Advisory Services
Texas
$2.89M +$446K +20,078 +18%
CGPCS
91
Capital Group Private Client Services
California
$2.82M +$220K +9,888 +8%
SFC
92
Swisher Financial Concepts
Ohio
$2.76M -$1.5M -67,639 -35%
PFS
93
Prospera Financial Services
Texas
$2.76M +$862K +38,837 +45%
SAM
94
Smartleaf Asset Management
Massachusetts
$2.75M +$538K +24,249 +24%
FFS
95
Forge Financial Services
Oklahoma
$2.74M +$2.74M +122,819 New
ASN
96
Advisory Services Network
Georgia
$2.69M -$2.08M -93,521 -44%
RIL
97
Rothschild Investment LLC
Illinois
$2.66M +$1.58M +71,100 +146%
Truist Financial
98
Truist Financial
North Carolina
$2.57M -$804K -36,223 -24%
OMC
99
Old Mission Capital
Illinois
$2.51M +$2.51M +113,244 New
NFG
100
Nations Financial Group
Iowa
$2.48M +$902K +40,648 +57%
2 3
4
5 6