Free Trial

Capital Group Core Plus Income ETF (CGCP) Institutional Ownership

Capital Group Core Plus Income ETF logo
$22.44 +0.07 (+0.31%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Capital Group Core Plus Income ETF (NYSEARCA:CGCP)

Number of
Institutional Buyers
(last 12 months)
219
Total
Institutional Inflows
(last 12 months)
$1.23B
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$110.57M
Get CGCP Insider Trade Alerts

Want to know when executives and insiders are buying or selling Capital Group Core Plus Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CGCP Institutional Buying and Selling by Quarter

Capital Group Core Plus Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/21/2025WNY Asset Management LLC3,835,572$85.15M10.6%+0.4%3.922%
2/18/2025 Sunbelt Securities Inc.2,236$50K0.0%N/A0.002%
2/18/2025 Continuum Advisory LLC130,728$2.90M0.4%+9.5%0.134%
2/17/2025 Stadion Money Management LLC864,924$19.20M1.5%+0.4%0.884%
2/17/2025 Studio Investment Management LLC178,591$3.97M0.8%+14.3%0.183%
2/17/2025 Royal Bank of Canada2,415,401$53.62M0.0%+23.5%2.470%
2/17/2025 Quadcap Wealth Management LLC10,105$224K0.0%N/A0.010%
2/17/2025 Leigh Baldwin & CO. LLC2,234,521$49.61M0.3%N/A2.285%
2/17/2025 Guardian Wealth Advisors LLC NC4,350$97K0.0%+29.9%0.004%
2/17/2025 First Manhattan CO. LLC.19,709$438K0.0%N/A0.020%
2/17/2025 CoreCap Advisors LLC6,382$142K0.0%+82.6%0.007%
2/17/2025 Cambridge Investment Research Advisors Inc.1,839,802$40.84M0.1%+23.2%1.881%
2/17/2025 Cetera Investment Advisers4,290,947$95.26M0.2%+1.4%4.387%
2/17/2025 Captrust Financial Advisors1,150,656$25.55M0.1%+38.6%1.177%
2/17/2025 Citadel Advisors LLC624,142$13.86M0.0%+207.2%0.638%
2/17/2025 Baird Financial Group Inc.1,585,585$35.20M0.1%+4.2%1.621%
2/17/2025 Benjamin Edwards Inc.273,109$6.06M0.1%+19.6%0.279%
2/17/2025 Aptus Capital Advisors LLC4,350$97K0.0%+29.9%0.004%
2/14/2025 Jane Street Group LLC278,030$6.17M0.0%-56.8%0.284%
2/14/2025 Wise Wealth Partners86,192$1.91M4.7%N/A0.088%
2/14/2025 Comerica Bank103,337$2.29M0.0%+35.2%0.106%
2/14/2025 Bridgewealth Advisory Group LLC392,787$8.76M2.5%+20.3%0.402%
2/14/2025 Capital Analysts LLC2,450$54K0.0%N/A0.003%
2/14/2025 Susquehanna International Group LLP97,542$2.17M0.0%N/A0.100%
2/14/2025 IHT Wealth Management LLC27,965$621K0.0%N/A0.029%
2/14/2025 Stifel Financial Corp1,698,540$37.71M0.0%+10.6%1.737%
2/14/2025 Tradition Wealth Management LLC24,202$537K0.0%-3.8%0.025%
2/14/2025 MML Investors Services LLC2,239,306$49.71M0.2%+10.1%2.290%
2/14/2025 Concourse Financial Group Securities Inc.77,630$1.73M0.1%+5.3%0.079%
2/14/2025 Capital Group Private Client Services Inc.127,031$2.82M0.0%+8.4%0.130%
2/14/2025 Capital International Investors13,561,469$301.07M0.1%+22.9%13.867%
2/13/2025 NewEdge Advisors LLC85,207$1.89M0.0%+1,636.8%0.087%
2/13/2025 Mariner LLC221,335$4.91M0.0%+11.1%0.226%
2/13/2025 Entruity Wealth LLC195,195$4.33M4.3%N/A0.200%
2/13/2025 Advisory Services Network LLC121,219$2.69M0.1%-43.6%0.124%
2/13/2025 Swisher Financial Concepts Inc.124,374$2.76M3.3%-35.2%0.127%
2/13/2025 Certior Financial Group LLC27,472$610K0.5%N/A0.028%
2/13/2025 Ruggaard & Associates LLC647,385$14.37M6.3%+3.0%0.662%
2/13/2025 Envestnet Asset Management Inc.4,494,352$99.78M0.0%+15.6%4.595%
2/13/2025 Wells Fargo & Company MN10,414,720$231.21M0.1%+25.4%10.649%
$5,000 DOGE check? (Ad)

Elon Musk's DOGE agenda just took a very surprising turn... Earlier this week, reports emerged that a portion of the savings DOGE makes in Federal cuts could be funneled back to taxpayers. The media was quick to dub it a DOGE Dividend, with claims circulating that we could all receive a $5,000 check in the mail.

Everything you need to know is right here.
2/12/2025 Forge Financial Services LLC122,819$2.74M2.3%N/A0.126%
2/12/2025 Thoroughbred Financial Services LLC24,622$546K0.0%N/A0.025%
2/12/2025 World Investment Advisors43,105$957K0.0%+87.8%0.044%
2/12/2025 OLD Mission Capital LLC113,244$2.51M0.0%N/A0.116%
2/12/2025 Level Four Advisory Services LLC130,048$2.89M0.1%+18.3%0.133%
2/12/2025 Orion Portfolio Solutions LLC16,870$375K0.0%N/A0.017%
2/12/2025 JPMorgan Chase & Co.45,104$1.00M0.0%+2.2%0.046%
2/12/2025 Tyler Stone Wealth Management46,576$1.03M0.2%+2.3%0.048%
2/12/2025 Core Wealth Partners LLC245,165$5.44M3.1%+21.3%0.251%
2/12/2025 Ausdal Financial Partners Inc.64,365$1.43M0.1%+16.7%0.066%
2/11/2025 LPL Financial LLC8,521,216$189.17M0.1%+55.2%8.713%
2/11/2025 Condor Capital Management699,480$15.53M1.4%+2.5%0.715%
2/10/2025 BlackDiamond Wealth Management LLC88,762$1.97M1.1%-1.9%0.091%
2/10/2025 Creative Financial Designs Inc. ADV2,556$57K0.0%+44.1%0.003%
2/10/2025 Harbour Investments Inc.1,955,062$43.40M1.2%+13.3%1.999%
2/10/2025 Envestnet Portfolio Solutions Inc.39,793$883K0.0%+24.0%0.041%
2/10/2025 Greatmark Investment Partners Inc.71,990$1.60M0.2%+10.8%0.074%
2/10/2025 Commonwealth Equity Services LLC2,946,315$65.41M0.1%+12.4%3.013%
2/10/2025 Madison Wealth Partners Inc35,017$777K0.2%+22.7%0.036%
2/10/2025 Avantax Advisory Services Inc.217,069$4.82M0.0%+14.9%0.222%
2/10/2025 EverSource Wealth Advisors LLC322,434$7.16M0.5%+141.5%0.330%
2/7/2025 PFG Advisors34,483$766K0.0%+28.3%0.035%
2/7/2025 Inspire Advisors LLC145,989$3.24M0.4%+3.2%0.149%
2/7/2025 Independent Advisor Alliance672,135$14.92M0.2%N/A0.687%
2/7/2025 Beam Wealth Advisors Inc.11,528$256K0.1%N/A0.012%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors59,699$1.33M0.2%-3.3%0.061%
2/7/2025 Ashton Thomas Private Wealth LLC223,148$4.95M0.2%+10.2%0.228%
2/7/2025 Strategic Family Wealth Counselors L.L.C.57,048$1.27M0.4%-45.9%0.058%
2/6/2025 Midwest Heritage Bank FSB813,127$18.05M8.4%+8.3%0.831%
2/6/2025 Raymond James Financial Inc.4,209,477$93.45M0.0%N/A4.304%
2/6/2025 Cullen Frost Bankers Inc.53,348$1.18M0.0%+20.5%0.055%
2/6/2025 Atria Investments Inc42,732$949K0.0%+3.8%0.044%
2/6/2025 Souders Financial Advisors2,496,188$55.42M7.7%+7.7%2.552%
2/6/2025 Synergy Investment Management LLC6,980$155K0.1%N/A0.007%
2/6/2025 Steward Partners Investment Advisory LLC9,261$206K0.0%-11.0%0.009%
2/6/2025 Meridian Wealth Management LLC49,309$1.10M0.1%+43.9%0.050%
2/6/2025 Jones Financial Companies Lllp994,431$22.08M0.0%+60.6%1.017%
2/5/2025 Smartleaf Asset Management LLC123,668$2.75M0.3%+24.4%0.126%
2/5/2025 Jacobi Capital Management LLC24,484$544K0.0%+105.3%0.025%
2/5/2025 WR Wealth Planners LLC6,346$141K0.0%-51.1%0.006%
2/5/2025 Acima Private Wealth LLC46,795$1.04M0.3%-59.0%0.048%
2/5/2025 Private Trust Co. NA17,889$397K0.0%+97.4%0.018%
2/5/2025 Compass Financial Group Inc.305,325$6.78M3.2%-3.2%0.312%
2/5/2025 Oppenheimer & Co. Inc.88,588$1.97M0.0%+5.8%0.091%
2/5/2025 Flynn Zito Capital Management LLC30,206$671K0.3%N/A0.031%
2/5/2025 Convergence Financial LLC484,942$10.77M2.1%+11.6%0.496%
2/4/2025 Sterling Investment Advisors Ltd.11,725$260K0.1%N/A0.012%
2/4/2025 CWS Financial Advisors LLC24,000$533K0.2%+4.2%0.025%
2/4/2025 Rothschild Investment LLC119,940$2.66M0.2%+145.6%0.123%
2/4/2025 IFP Advisors Inc7,081$157K0.0%+22.1%0.007%
$5,000 DOGE check? (Ad)

Elon Musk's DOGE agenda just took a very surprising turn... Earlier this week, reports emerged that a portion of the savings DOGE makes in Federal cuts could be funneled back to taxpayers. The media was quick to dub it a DOGE Dividend, with claims circulating that we could all receive a $5,000 check in the mail.

Everything you need to know is right here.
2/4/2025 Delta Financial Group Inc.18,353$407K0.1%+4.7%0.019%
2/4/2025 New England Capital Financial Advisors LLC527,010$11.70M5.7%+6.6%0.539%
2/3/2025 Concurrent Investment Advisors LLC341,941$7.59M0.2%+3.6%0.350%
2/3/2025 Private Advisor Group LLC347,811$7.72M0.0%+10.8%0.356%
2/3/2025 Good Life Advisors LLC25,486$566K0.0%-47.0%0.026%
2/3/2025 Financial Perspectives Inc6,925$154K0.1%+24.3%0.007%
2/3/2025 Financial Management Network Inc.54,812$1.22M0.3%+4.7%0.056%
1/31/2025 Global Retirement Partners LLC109,600$2.43M0.1%+27.0%0.112%
1/31/2025 Atlas Legacy Advisors LLC17,140$381K0.1%N/A0.018%
1/31/2025 Kestra Investment Management LLC619,739$13.76M0.5%+35.3%0.634%
(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, 251 institutional investors and hedge funds held shares of Capital Group Core Plus Income ETF. The most heavily invested institutionals were Capital International Investors ($301.07M), Wells Fargo & Company MN ($231.21M), LPL Financial LLC ($189.17M), Envestnet Asset Management Inc. ($99.78M), Johnson Bixby & Associates LLC ($97.73M), Cetera Investment Advisers ($95.26M), and Raymond James Financial Inc. ($93.45M).Learn more on CGCP's institutional investors.

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

Of the 245 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 ($6.69M), Capital International Investors ($6.38M), Raymond James Financial Inc. ($4.21M), Johnson Bixby & Associates LLC ($3.51M), Cetera Investment Advisers ($3.09M), Wells Fargo & Company MN ($2.87M), and Envestnet Asset Management Inc. ($2.80M).

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

Institutional investors have bought a total of 82,242,165 shares in the last 24 months. This purchase volume represents approximately $1.84B in transactions.

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

Of the 60 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 ($1.60M), Stifel Financial Corp ($249.86K), Fortress Wealth Management Inc. ($226.29K), WNY Asset Management LLC ($219.33K), Aptus Capital Advisors LLC ($218.59K), and McGlone Suttner Wealth Management Inc. ($213.36K).

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

Institutional investors have sold a total of 6,136,795 shares in the last 24 months. This volume of shares sold represents approximately $138.05M in transactions.



This page (NYSEARCA:CGCP) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners