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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.

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

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$25.7M
2
Jane Street
2
Jane Street
New York
$15.7M
3
Truist Financial
3
Truist Financial
North Carolina
$2.74M
4
CGPCS
4
Capital Group Private Client Services
California
$1.78M
5
BBHC
5
Brown Brothers Harriman & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$98.5M 4,384,627 +2,314,640 +112%
Capital International Investors
2
Capital International Investors
California
$98M 4,365,332 +2,555,581 +141%
JBA
3
Johnson Bixby & Associates
Washington
$74.7M 3,325,039 +404,967 +14%
UBS Group
4
UBS Group
Switzerland
$64.3M 2,864,931 +557,537 +24%
LPL Financial
5
LPL Financial
California
$59.5M 2,649,633 +698,962 +36%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$57.3M 2,551,928 +2,295,444 +895%
WAM
7
WNY Asset Management
New York
$55.9M 2,488,083 +335,363 +16%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$50.1M 2,228,994 +436,353 +24%
SFA
9
Souders Financial Advisors
Ohio
$47.1M 2,098,985 +205,682 +11%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$37.7M 1,677,271 +253,727 +18%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$37.1M 1,651,521 +360,883 +28%
CA
12
Cetera Advisors
Colorado
$36.2M 1,609,635 +158,419 +11%
MML Investors Services
13
MML Investors Services
Massachusetts
$36M 1,604,867 +269,951 +20%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$32.3M 1,437,074 +788,941 +122%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$31M 1,379,757 +1,197,668 +658%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$30.2M 1,346,623 +158,615 +13%
Stifel Financial
17
Stifel Financial
Missouri
$28.6M 1,275,386 +643,321 +102%
Osaic Holdings
18
Osaic Holdings
Arizona
$25.7M 1,145,465 -1,640,913 -59%
MSWM
19
McGlone Suttner Wealth Management
Wisconsin
$24.1M 1,070,878 +26,112 +2%
IA
20
IAM Advisory
Pennsylvania
$23.3M 1,037,253 +458,894 +79%
RJA
21
Raymond James & Associates
Florida
$22.8M 1,013,564 +409,233 +68%
HI
22
Harbour Investments
Wisconsin
$22.5M 1,002,992 +236,912 +31%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$22.3M 991,141 +51,811 +6%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$22M 979,243 +96,107 +11%
AWC
25
Adamsbrown Wealth Consultants
Kansas
$21M 934,264 +51,514 +6%
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