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Capital Group Core Plus Income ETF (CGCP) Institutional Ownership

Capital Group Core Plus Income ETF logo
$22.40 0.00 (0.00%)
(As of 11/21/2024 ET)
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Institutional Ownership Changes (13F Filings) for Capital Group Core Plus Income ETF (NYSEARCA:CGCP)

Number of
Institutional Buyers
(last 12 months)
173
Total
Institutional Inflows
(last 12 months)
$853.85M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$99.50M
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CGCP Institutional Buying and Selling by Quarter

Capital Group Core Plus Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/21/2024Anchor Investment Management LLC22,203$513K0.0%N/A0.023%
11/21/2024Tudor Financial Inc.13,989$323K0.2%N/A0.014%
11/18/2024 Main Line Retirement Advisors LLC861,929$19.93M13.7%+5.3%0.881%
11/18/2024 Asset Allocation Strategies LLC26,454$612K0.2%+71.9%0.027%
11/15/2024 Continuum Advisory LLC119,352$2.67M0.3%+51.0%0.122%
11/15/2024 MML Investors Services LLC2,034,038$47.03M0.2%+10.8%2.080%
11/15/2024 Jane Street Group LLC643,403$14.88M0.0%-52.3%0.658%
11/15/2024 Stifel Financial Corp1,535,181$35.49M0.0%+19.7%1.570%
11/15/2024 Benjamin Edwards Inc.228,328$5.28M0.1%N/A0.233%
11/15/2024 Kestra Investment Management LLC457,895$10.59M0.5%+39.8%0.468%
11/14/2024 Tradition Wealth Management LLC25,150$581K0.1%-16.5%0.026%
11/14/2024 Flow Traders U.S. LLC155,381$3.59M0.2%N/A0.159%
11/14/2024 Captrust Financial Advisors830,262$19.20M0.1%+711.0%0.849%
11/14/2024 Rockefeller Capital Management L.P.20,897$483K0.0%N/A0.021%
11/14/2024 Centric Wealth Management109,179$2.44M0.6%N/A0.112%
11/14/2024 CWS Financial Advisors LLC23,026$532K0.2%+16.5%0.024%
11/14/2024 CreativeOne Wealth LLC24,040$556K0.0%-1.9%0.025%
11/13/2024 D.A. Davidson & CO.530,416$12.26M0.1%+10.4%0.542%
11/13/2024 Private Trust Co. NA9,064$210K0.0%+151.8%0.009%
11/13/2024 Prosperity Financial Group Inc.36,530$845K0.5%+23.4%0.037%
11/12/2024 Kingsview Wealth Management LLC168,350$3.89M0.1%+61.2%0.172%
11/12/2024 Great Valley Advisor Group Inc.86,839$2.01M0.0%N/A0.089%
11/12/2024 Meridian Wealth Management LLC34,256$792K0.0%N/A0.035%
11/12/2024 Studio Investment Management LLC156,273$3.61M0.8%+17.9%0.160%
11/9/2024 LPL Financial LLC5,490,411$126.94M0.1%+69.4%5.614%
11/8/2024 EverSource Wealth Advisors LLC133,495$3.09M0.2%+11.2%0.136%
11/8/2024 Prospera Financial Services Inc85,483$1.98M0.1%+1.6%0.087%
11/6/2024 Pillar Wealth Advisors LLC12,326$285K8.5%-7.5%0.013%
11/6/2024 Oppenheimer & Co. Inc.83,702$1.94M0.0%+12.2%0.086%
11/5/2024 Souders Financial Advisors2,318,191$53.60M7.5%+7.6%2.370%
11/5/2024 Ashton Thomas Private Wealth LLC202,570$4.68M0.2%+63.4%0.207%
11/5/2024 Compass Financial Group Inc.315,557$7.30M3.4%+0.7%0.323%
11/5/2024 Harbour Investments Inc.1,725,798$39.90M1.2%+46.4%1.765%
11/5/2024 Nations Financial Group Inc. IA ADV71,186$1.65M0.1%+5.0%0.073%
11/4/2024 tru Independence LLC17,308$400K0.1%+33.8%0.018%
11/4/2024 Core Wealth Partners LLC202,178$4.67M2.8%+318.4%0.207%
11/4/2024 Tyler Stone Wealth Management45,539$1.05M0.2%N/A0.047%
11/2/2024 Transcendent Capital Group LLC2,303$53K0.0%N/A0.002%
11/1/2024 Atria Investments Inc41,168$952K0.0%-4.9%0.042%
11/1/2024 Strategic Family Wealth Counselors L.L.C.105,445$2.44M0.9%+3.3%0.108%
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10/31/2024 NavPoint Financial Inc.273,602$6.33M5.1%+24.3%0.280%
10/31/2024 Concurrent Investment Advisors LLC330,110$7.63M0.2%+7.3%0.338%
10/30/2024 Landmark Wealth Management LLC234,717$5.43M2.4%+2.6%0.240%
10/30/2024 Moloney Securities Asset Management LLC80,040$1.85M0.2%+17.5%0.082%
10/30/2024 New England Capital Financial Advisors LLC494,377$11.43M5.9%+29.0%0.505%
10/29/2024 TrueWealth Advisors LLC40,858$945K0.3%+19.3%0.042%
10/29/2024 Lodestone Wealth Management LLC213,341$4.93M2.4%+42.6%0.218%
10/29/2024 Confluence Wealth Services Inc.882,237$20.40M1.5%+28.6%0.902%
10/29/2024 Janney Montgomery Scott LLC1,970,739$45.56M0.1%+25.7%2.015%
10/28/2024 Creative Financial Designs Inc. ADV1,774$41K0.0%+49.8%0.002%
10/25/2024 Diversify Wealth Management LLC437,487$9.88M0.9%N/A0.447%
10/25/2024 Mutual Advisors LLC497,533$11.26M0.3%+12.1%0.509%
10/25/2024 Valmark Advisers Inc.88,804$2.05M0.0%+26.1%0.091%
10/25/2024 American Financial Advisors LLC20,711$479K0.1%-9.5%0.021%
10/24/2024 Hunter Associates Investment Management LLC82,490$1.91M0.3%+61.5%0.084%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors61,718$1.43M0.2%+91.8%0.063%
10/24/2024 Wealth Enhancement Advisory Services LLC459,675$10.63M0.0%-5.2%0.470%
10/24/2024 Arkadios Wealth Advisors20,166$466K0.0%+68.0%0.021%
10/23/2024 Convergence Financial LLC434,405$10.04M2.1%N/A0.444%
10/23/2024 Financial Management Network Inc.52,372$1.20M0.3%+31.6%0.054%
10/23/2024 Silver Oak Securities Incorporated21,854$506K0.1%+58.9%0.022%
10/23/2024 Cherry Creek Investment Advisors Inc.141,219$3.27M1.7%+1.4%0.144%
10/22/2024 SOL Capital Management CO194,803$4.50M0.5%+94.6%0.199%
10/22/2024 Private Advisor Group LLC313,848$7.26M0.0%+72.7%0.321%
10/22/2024 Tempus Wealth Planning LLC29,211$675K0.2%+27.8%0.030%
10/21/2024 Trilogy Capital Inc.12,843$297K0.0%N/A0.013%
10/19/2024Midwest Heritage Bank FSB751,077$17.37M8.1%+4.8%0.768%
10/19/2024Trinity Wealth Management LLC13,947$322K0.1%N/A0.014%
10/19/2024Cyndeo Wealth Partners LLC53,222$1.23M0.1%N/A0.054%
10/19/2024Bernardo Wealth Planning LLC1,051,024$23.96M5.8%+10.0%1.075%
10/18/2024 AA Financial Advisors LLC564,344$13.05M3.8%+28.0%0.577%
10/18/2024Fortress Wealth Management Inc.480,282$11.10M5.5%+9.8%0.491%
10/18/2024Commonwealth Equity Services LLC2,620,974$60.60M0.1%+38.7%2.680%
10/18/2024Alpha Financial Advisors LLC13,421$310K0.1%-33.2%0.014%
10/18/2024ST Germain D J Co. Inc.866,996$20.05M0.9%+12.7%0.886%
10/18/2024Raymond James & Associates2,479,858$57.33M0.0%+63.9%2.536%
10/18/2024KMG Fiduciary Partners LLC66,016$1.53M0.1%N/A0.068%
10/17/2024Inspire Advisors LLC141,414$3.27M0.4%+12.4%0.145%
10/17/2024Intergy Private Wealth LLC37,669$871K0.3%+3.5%0.039%
10/16/2024 Global Retirement Partners LLC86,282$2.00M0.1%+460.9%0.088%
10/16/2024 Good Life Advisors LLC48,108$1.11M0.1%+173.9%0.049%
10/16/2024 Cornerstone Wealth Management LLC108,074$2.50M0.2%-1.2%0.111%
10/16/2024 Clearview Wealth Advisors LLC515,570$11.92M9.2%+15.7%0.527%
10/15/2024 Magnus Financial Group LLC58,288$1.35M0.1%N/A0.060%
10/15/2024 NBC Securities Inc.17,963$415K0.0%-16.2%0.018%
10/11/2024 FinTrust Capital Advisors LLC634,941$14.68M2.5%+4.5%0.649%
10/11/2024 Adamsbrown Wealth Consultants LLC1,070,951$24.76M8.6%+7.3%1.095%
10/11/2024 Affiance Financial LLC123,865$2.86M0.7%+13.2%0.127%
10/10/2024 McGlone Suttner Wealth Management Inc.857,520$19.83M4.1%-17.9%0.877%
10/10/2024 Koshinski Asset Management Inc.14,823$343K0.0%+6.9%0.015%
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10/10/2024 Johnson Bixby & Associates LLC4,065,051$93.98M14.3%+10.6%4.156%
10/10/2024 Concourse Financial Group Securities Inc.73,738$1.71M0.1%+16.6%0.075%
10/10/2024 Carnegie Investment Counsel37,750$873K0.0%N/A0.039%
10/10/2024 Silverlake Wealth Management LLC68,247$1.58M0.6%+88.3%0.070%
10/9/2024 LongView Wealth Management71,746$1.66M0.5%+18.4%0.073%
10/9/2024 Hexagon Capital Partners LLC8,584$198K0.0%N/A0.009%
10/8/2024 Daymark Wealth Partners LLC16,701$386K0.0%+4.4%0.017%
10/8/2024 Olistico Wealth LLC4,538$105K0.1%+135.0%0.005%
10/8/2024 Dynamic Advisor Solutions LLC82,959$1.92M0.1%+12.7%0.085%
10/7/2024 IAM Advisory LLC1,096,383$25.35M6.4%+3.2%1.121%
(Data available from 1/1/2016 forward)

CGCP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGCP shares?

During the previous two years, 199 institutional investors and hedge funds held shares of Capital Group Core Plus Income ETF. The most heavily invested institutionals were LPL Financial LLC ($126.94M), Capital International Investors ($98.05M), Johnson Bixby & Associates LLC ($93.98M), Cetera Investment Advisers ($73.01M), Envestnet Asset Management Inc. ($71.34M), Commonwealth Equity Services LLC ($60.60M), and Raymond James & Associates ($57.33M).Learn more on CGCP's institutional investors.

Which institutional investors have been buying Capital Group Core Plus Income ETF stock?

Of the 194 institutional investors that purchased Capital Group Core Plus Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($3.96M), Capital International Investors ($3.86M), Johnson Bixby & Associates LLC ($3.17M), Cetera Investment Advisers ($3.04M), WNY Asset Management LLC ($2.71M), Raymond James & Associates ($2.48M), and Envestnet Asset Management Inc. ($2.44M).

How much institutional buying is happening at Capital Group Core Plus Income ETF?

Institutional investors have bought a total of 61,075,437 shares in the last 24 months. This purchase volume represents approximately $1.37B in transactions.

Which Capital Group Core Plus Income ETF major shareholders have been selling company stock?

Of the 50 institutional investors that sold Capital Group Core Plus Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Osaic Holdings Inc. ($1.64M), Jane Street Group LLC ($1.23M), Stifel Financial Corp ($249.86K), WNY Asset Management LLC ($219.33K), Aptus Capital Advisors LLC ($218.59K), McGlone Suttner Wealth Management Inc. ($213.36K), and MML Investors Services LLC ($195.40K).

How much institutional selling is happening at Capital Group Core Plus Income ETF?

Institutional investors have sold a total of 5,108,723 shares in the last 24 months. This volume of shares sold represents approximately $115.24M in transactions.


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This page (NYSEARCA:CGCP) was last updated on 11/22/2024 by MarketBeat.com Staff
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