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Capital Group Core Plus Income ETF
CGCP

Overview Fund Activity

204 hedge funds and large institutions have $2.54B invested in Capital Group Core Plus Income ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 138 increasing their positions, 23 reducing their positions, and 13 closing their positions.

Holders
204
Holders Change
+15
Holders Change %
+7.94%
% of All Funds
2.95%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
31
Increased
138
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$175M
2
Capital International Investors
2
Capital International Investors
California
$255M
3
Wells Fargo
3
Wells Fargo
California
$192M
4
LPL Financial
4
LPL Financial
California
$127M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$79.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$14.9M
2
MSWM
2
McGlone Suttner Wealth Management
Wisconsin
$19.8M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$0
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Capital International Investors
1
Capital International Investors
California
$255M 11,038,623 +2,737,460 +33%
Wells Fargo
2
Wells Fargo
California
$192M 8,303,459 +2,486,903 +43%
Morgan Stanley
3
Morgan Stanley
New York
$175M 7,575,752 +3,753,383 +98%
LPL Financial
4
LPL Financial
California
$127M 5,490,411 +2,249,990 +69%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$97.9M 4,233,308 +947,585 +29%
JBA
6
Johnson Bixby & Associates
Washington
$94M 4,065,051 +388,649 +11%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$89.9M 3,887,983 +677,361 +21%
WAM
8
WNY Asset Management
New York
$88.3M 3,819,672 +1,089,662 +40%
UBS Group
9
UBS Group
Switzerland
$80.7M 3,490,860 +158,167 +5%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$79.4M 3,432,262 +1,511,864 +79%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$60.6M 2,620,974 +731,316 +39%
RJA
12
Raymond James & Associates
Florida
$57.3M 2,479,858 +967,129 +64%
SFA
13
Souders Financial Advisors
Ohio
$53.6M 2,318,191 +163,735 +8%
MML Investors Services
14
MML Investors Services
Massachusetts
$47M 2,034,038 +198,970 +11%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$45.6M 1,970,739 +403,185 +26%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$45.2M 1,955,376 +314,833 +19%
Osaic Holdings
17
Osaic Holdings
Arizona
$42M 1,818,591 +86,860 +5%
HI
18
Harbour Investments
Wisconsin
$39.9M 1,725,798 +546,823 +46%
Stifel Financial
19
Stifel Financial
Missouri
$35.5M 1,535,181 +252,242 +20%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$35.2M 1,521,101 +89,070 +6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$34.5M 1,493,556 +475,830 +47%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$29.4M 1,270,921 +2,252 +0.2%
IA
23
IAM Advisory
Pennsylvania
$25.3M 1,096,383 +33,708 +3%
AWC
24
Adamsbrown Wealth Consultants
Kansas
$24.8M 1,070,951 +72,760 +7%
BWP
25
Bernardo Wealth Planning
Pennsylvania
$24M 1,051,024 +95,286 +10%
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