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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.

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
Raymond James Financial
1
Raymond James Financial
Florida
$93.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$241M
3
LPL Financial
3
LPL Financial
California
$189M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$395M
5
Capital International Investors
5
Capital International Investors
California
$301M

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 Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$395M 17,774 +2,951 +20%
Capital International Investors
2
Capital International Investors
California
$301M 13,561,469 +2,522,846 +23%
Morgan Stanley
3
Morgan Stanley
New York
$241M 10,846,156 +3,270,404 +43%
Wells Fargo
4
Wells Fargo
California
$231M 10,414,720 +2,111,261 +25%
LPL Financial
5
LPL Financial
California
$189M 8,521,216 +3,030,805 +55%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$99.8M 4,494,352 +606,369 +16%
JBA
7
Johnson Bixby & Associates
Washington
$97.7M 4,402,179 +337,128 +8%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$95.3M 4,290,947 +57,639 +1%
Raymond James Financial
9
Raymond James Financial
Florida
$93.5M 4,209,477 +4,209,477 New
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$92.2M 4,152,063 +719,801 +21%
UBS Group
11
UBS Group
Switzerland
$89.6M 4,034,103 +543,243 +16%
WAM
12
WNY Asset Management
New York
$85.1M 3,835,572 +15,900 +0.4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$65.4M 2,946,315 +325,341 +12%
SFA
14
Souders Financial Advisors
Ohio
$55.4M 2,496,188 +177,997 +8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$53.6M 2,415,401 +460,025 +24%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$53.6M 2,415,020 +444,281 +23%
MML Investors Services
17
MML Investors Services
Massachusetts
$49.7M 2,239,306 +205,268 +10%
HI
18
Harbour Investments
Wisconsin
$43.4M 1,955,062 +229,264 +13%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$40.8M 1,839,802 +346,246 +23%
Stifel Financial
20
Stifel Financial
Missouri
$37.7M 1,698,540 +163,359 +11%
Osaic Holdings
21
Osaic Holdings
Arizona
$37.6M 1,695,123 -123,468 -7%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$35.2M 1,585,585 +64,484 +4%
WTFG
23
Wood Tarver Financial Group
Idaho
$34.6M 1,556,695 +1,556,695 New
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$34.1M 1,537,231 +1,077,556 +234%
MSWM
25
McGlone Suttner Wealth Management
Wisconsin
$26.8M 1,208,816 +351,296 +41%
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