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Capital Group Core Plus Income ETF

120 hedge funds and large institutions have $788M invested in Capital Group Core Plus Income ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 82 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+14
Holders Change %
+13.21%
% of All Funds
1.91%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
22
Increased
82
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$11M +$6.15M +285,935 +126%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$10.9M +$937K +43,580 +9%
MHB
28
Midwest Heritage Bank
Iowa
$9.93M +$1.2M +55,649 +14%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$9.74M +$9.74M +453,019 New
LNC
30
Lincoln National Corp
Pennsylvania
$8.85M +$802K +37,288 +10%
FWM
31
Fortress Wealth Management
California
$8.72M +$861K +40,049 +11%
FCA
32
FinTrust Capital Advisors
South Carolina
$7.91M +$5.84M +271,518 +281%
DADC
33
D.A. Davidson & Co
Montana
$7.13M +$1.15M +53,635 +19%
MA
34
Mutual Advisors
Nebraska
$5.06M +$1.87M +86,865 +59%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$4.8M +$2.22M +103,459 +86%
NECFA
36
New England Capital Financial Advisors
Connecticut
$4.76M +$266K +12,380 +6%
PFS
37
Prospera Financial Services
Texas
$4.69M +$3.91M +181,926 +503%
LWMNY
38
Landmark Wealth Management (New York)
New York
$4.35M +$70.8K +3,293 +2%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$3.94M +$2.88M +133,791 +270%
AA
40
Advisory Alpha
Michigan
$3.48M +$73.3K +3,410 +2%
KAS
41
Kestra Advisory Services
Texas
$3.09M +$485K +22,574 +19%
CAN
42
Cetera Advisor Networks
California
$2.83M +$927K +43,120 +49%
AI
43
Atria Investments
North Carolina
$2.66M -$94.8K -4,409 -3%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$2.62M +$231K +10,760 +10%
AWS
45
Atria Wealth Solutions
New York
$2.59M -$583K -27,125 -18%
PAG
46
Private Advisor Group
New Jersey
$2.38M +$336K +15,621 +16%
CWM
47
Cornerstone Wealth Management
Missouri
$2.33M +$2.33M +108,566 New
IA
48
Inspire Advisors
Idaho
$2.17M +$298K +13,867 +16%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$2.16M +$691K +32,149 +47%
CP
50
Capital Planning
Washington
$1.84M +$61.1K +2,844 +3%