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Capital Group Core Plus Income ETF

75 hedge funds and large institutions have $279M invested in Capital Group Core Plus Income ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 33 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
75
Holders Change
+25
Holders Change %
+50%
% of All Funds
1.21%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
30
Increased
33
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
51
Inspire Advisors
Idaho
$328K +$29K +1,300 +10%
KAS
52
Kestra Advisory Services
Texas
$320K +$320K +14,365 New
PFS
53
Prospera Financial Services
Texas
$294K +$46.6K +2,092 +19%
CAN
54
Cetera Advisor Networks
California
$290K +$290K +13,038 New
AA
55
Advisory Alpha
Michigan
$257K +$257K +11,547 New
AAS
56
Ameritas Advisory Services
Nebraska
$255K +$255K +11,462 New
NWMG
57
National Wealth Management Group
Ohio
$247K +$247K +11,093 New
IAIM
58
International Assets Investment Management
Florida
$243K
VA
59
Valmark Advisers
Ohio
$222K +$222K +9,958 New
WWP
60
WR Wealth Planners
Missouri
$219K +$58.7K +2,635 +37%
AFA
61
Alpha Financial Advisors
North Carolina
$206K +$206K +9,248 New
RCAG
62
Rehmann Capital Advisory Group
Michigan
$204K
ASN
63
Advisory Services Network
Georgia
$175K +$175K +7,865 New
BFEC
64
Benjamin F. Edwards & Company
Missouri
$158K +$149K +6,700 +1,675%
NA
65
NewEdge Advisors
Louisiana
$105K +$105K +4,733 New
HWMA
66
Heritage Wealth Management (Arizona)
Arizona
$104K +$52.1K +2,340 +100%
CWM
67
CarsonAllaria Wealth Management
Illinois
$58K -$271K -12,198 -82%
EWA
68
EverSource Wealth Advisors
Alabama
$57.1K +$446 +20 +0.8%
SIM
69
Studio Investment Management
Illinois
$34.7K +$34.7K +1,557 New
AF
70
Affiance Financial
Minnesota
$26.7K +$26.7K +1,200 New
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$24K
IGWM
72
ICA Group Wealth Management
Colorado
$22.9K +$22.9K +1,000 New
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$7K +$7K +321 New
BC
74
Barrett & Company
Rhode Island
$2.94K
PAG
75
Private Advisor Group
New Jersey
$1.06K +$1.06K +47,440 New