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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.

New
Increased
Maintained
Reduced
Closed
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 %
GRP
101
Global Retirement Partners
California
$2.43M +$518K +23,318 +27%
CWM
102
Cornerstone Wealth Management
Missouri
$2.39M -$12.1K -547 -0.5%
Comerica Bank
103
Comerica Bank
Texas
$2.29M +$598K +26,916 +35%
DC
104
Davenport & Co
Virginia
$2.25M +$267K +12,007 +13%
LBC
105
Leigh Baldwin & Co
New York
$2.23M +$2.23M +100,654 New
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$2.17M +$2.17M +97,542 New
AF
107
Allworth Financial
California
$2.16M +$1.17M +52,590 +118%
BWM
108
BlackDiamond Wealth Management
New York
$1.97M -$39.2K -1,765 -2%
MFG
109
Merit Financial Group
Georgia
$1.97M +$286K +12,897 +17%
OC
110
Oppenheimer & Co
New York
$1.97M +$108K +4,886 +6%
MSAM
111
Moloney Securities Asset Management
Missouri
$1.95M +$169K +7,596 +9%
WWP
112
Wise Wealth Partners
Arizona
$1.91M +$1.91M +86,192 New
HAIM
113
Hunter Associates Investment Management
Pennsylvania
$1.91M +$76.6K +3,452 +4%
CL
114
CLG LLC
California
$1.9M +$1.9M +85,431 New
NA
115
NewEdge Advisors
Louisiana
$1.89M +$1.78M +80,301 +1,637%
LWM
116
LongView Wealth Management
Georgia
$1.88M +$282K +12,715 +18%
DAS
117
Dynamic Advisor Solutions
Arizona
$1.86M +$14.9K +670 +0.8%
CFGS
118
Concourse Financial Group Securities
Alabama
$1.73M +$86.6K +3,892 +5%
SWM
119
Silverlake Wealth Management
Vermont
$1.72M +$203K +9,128 +13%
KFP
120
KMG Fiduciary Partners
Ohio
$1.63M +$166K +7,495 +11%
AF
121
Advisornet Financial
Minnesota
$1.63M +$311K +14,031 +24%
GIP
122
Greatmark Investment Partners
Georgia
$1.6M +$156K +7,005 +11%
AFP
123
Ausdal Financial Partners
Iowa
$1.43M +$205K +9,218 +17%
MFG
124
Magnus Financial Group
New York
$1.41M +$121K +5,441 +9%
EPW
125
Endeavor Private Wealth
Kansas
$1.36M +$1.36M +61,238 New
3 4
5
6 7