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Capital Group Core Plus Income ETF
CGCP

Overview Fund Activity

170 hedge funds and large institutions have $1.49B invested in Capital Group Core Plus Income ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 119 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+18
Holders Change %
+11.84%
% of All Funds
2.46%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
25
Increased
119
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Capital International Investors
Capital International Investors
California
$98M
2
Wells Fargo
Wells Fargo
California
$98.5M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$57.3M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$31M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$32.3M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$25.7M
2
Jane Street
Jane Street
New York
$15.7M
3
Truist Financial
Truist Financial
North Carolina
$2.74M
4
CGPCS
Capital Group Private Client Services
California
$1.78M
5
BBHC
Brown Brothers Harriman & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
151
Rockport Wealth
Ohio
$255K +$255K +11,363 New
P
152
&Partners
Tennessee
$253K +$253K +11,325 New
NWMG
153
National Wealth Management Group
Ohio
$244K +$40.1K +1,785 +20%
SPIA
154
Steward Partners Investment Advisory
New York
$239K +$73.7K +3,281 +45%
EWP
155
Elevation Wealth Partners
California
$227K +$183K +8,129 +415%
IWC
156
Integrated Wealth Concepts
Massachusetts
$215K +$215K +9,555 New
CA
157
Carson Advisory
Georgia
$204K +$204K +9,062 New
FP
158
Financial Perspectives
Minnesota
$125K +$28K +1,247 +29%
BC
159
Barrett & Company
Rhode Island
$111K +$764 +34 +0.7%
IA
160
IFP Advisors
Florida
$76.8K +$561 +25 +0.7%
GWANC
161
Guardian Wealth Advisors (North Carolina)
North Carolina
$75.2K +$12.4K +550 +20%
WAS
162
Winch Advisory Services
Wisconsin
$61.4K +$517 +23 +0.8%
CWM
163
CarsonAllaria Wealth Management
Illinois
$23.6K – – –
CPA
164
Clear Point Advisors
New York
$17.5K – – –
NA
165
NewEdge Advisors
Louisiana
$13.9K +$180 +8 +1%
LFG
166
Larson Financial Group
Missouri
$9.66K – – –
CAM
167
Creekmur Asset Management
Illinois
$3.53K +$3.53K +157 New
SAM
168
Smartleaf Asset Management
Massachusetts
$1.57K +$1.57K +70 New
Fidelity Investments
169
Fidelity Investments
Massachusetts
$1.39K +$1.37K +61 +6,100%
IGWM
170
ICA Group Wealth Management
Colorado
$16 -$144 -9 -90%
BBHC
171
Brown Brothers Harriman & Co
New York
– -$1.01M -44,338 Closed
IAIM
172
International Assets Investment Management
Florida
– -$225K -9,900 Closed
FAIM
173
Financial Advocates Investment Management
Washington
– -$205K -9,036 Closed
NFA
174
Northwest Financial Advisors
Virginia
– -$55K -2,425 Closed
CFD
175
Creative Financial Designs
Indiana
– -$46.2K -2,033 Closed
4 5 6
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