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Capital Group Core Plus Income ETF
CGCP

Overview Fund Activity

152 hedge funds and large institutions have $1.13B invested in Capital Group Core Plus Income ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 88 increasing their positions, 24 reducing their positions, and 4 closing their positions.

Holders
152
Holders Change
+32
Holders Change %
+26.67%
% of All Funds
2.23%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
36
Increased
88
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$41.1M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$32.3M
3
UBS Group
3
UBS Group
Switzerland
$52.4M
4
Wells Fargo
4
Wells Fargo
California
$47M
5
MLRA
5
Main Line Retirement Advisors
Montana
$16M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$14.3M
2
WAM
2
WNY Asset Management
New York
$48.9M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$6.26M
4
Jane Street
4
Jane Street
New York
$27.8M
5
IA
5
IFP Advisors
Florida
$77.1K
Name Market Value Shares Shares
Change 		Shares
Change %
JBA
1
Johnson Bixby & Associates
Washington
$66.3M 2,920,072 +258,491 +10%
Osaic Holdings
2
Osaic Holdings
Arizona
$63.2M 2,786,378 +611,435 +28%
UBS Group
3
UBS Group
Switzerland
$52.4M 2,307,394 +894,321 +63%
WAM
4
WNY Asset Management
New York
$48.9M 2,152,720 -219,326 -9%
Wells Fargo
5
Wells Fargo
California
$47M 2,069,987 +762,605 +58%
LPL Financial
6
LPL Financial
California
$44.3M 1,950,671 +616,740 +46%
SFA
7
Souders Financial Advisors
Ohio
$43M 1,893,303 +272,771 +17%
Capital International Investors
8
Capital International Investors
California
$41.1M 1,809,751 +1,250,672 +224%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$40.7M 1,792,641 +205,503 +13%
CA
10
Cetera Advisors
Colorado
$32.9M 1,451,216 +672,505 +86%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$32.3M 1,423,544 +1,200,308 +538%
MML Investors Services
12
MML Investors Services
Massachusetts
$30.3M 1,334,916 +44,134 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$29.3M 1,290,638 +151,617 +13%
Jane Street
14
Jane Street
New York
$27.8M 1,223,316 -116,100 -9%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$27M 1,188,008 +227,227 +24%
MSWM
16
McGlone Suttner Wealth Management
Wisconsin
$23.7M 1,044,766 +1,283 +0.1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$21.3M 939,330 +256,248 +38%
SMM
18
Stadion Money Management
Georgia
$20.3M 894,571 -2,592 -0.3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$20M 883,136 +370,331 +72%
AWC
20
Adamsbrown Wealth Consultants
Kansas
$20M 882,750 +45,824 +5%
HI
21
Harbour Investments
Wisconsin
$17.4M 766,080 +80,596 +12%
MLRA
22
Main Line Retirement Advisors
Montana
$16M 704,660 +704,660 New
FWS
23
FinDec Wealth Services
California
$15.7M 691,438 -72,635 -10%
BWP
24
Bernardo Wealth Planning
Pennsylvania
$15.6M 687,453 +108,390 +19%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$14.7M 648,133 +141,309 +28%
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