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Capital Group Core Plus Income ETF

92 hedge funds and large institutions have $372M invested in Capital Group Core Plus Income ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
92
Holders Change
+17
Holders Change %
+22.67%
% of All Funds
1.47%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
24
Increased
49
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
51
Raymond James & Associates
Florida
$623K +$623K +27,332 New
OC
52
Oppenheimer & Co
New York
$607K +$607K +26,643 New
FMN
53
Financial Management Network
California
$546K -$48.3K -2,105 -8%
CW
54
CreativeOne Wealth
Kansas
$519K +$519K +22,783 New
CGPCS
55
Capital Group Private Client Services
California
$497K -$617K -27,070 -55%
PWA
56
Pillar Wealth Advisors
Pennsylvania
$474K +$474K +20,818 New
PFS
57
Prospera Financial Services
Texas
$456K +$156K +6,838 +52%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$450K +$450K +19,750 New
KWM
59
Kingsview Wealth Management
Oregon
$432K +$432K +18,937 New
LWM
60
Lodestone Wealth Management
Washington
$427K +$11.1K +488 +3%
OMC
61
Old Mission Capital
Illinois
$425K +$7.77K +341 +2%
IPW
62
Intergy Private Wealth
Colorado
$394K +$31.1K +1,366 +9%
SWM
63
Silverlake Wealth Management
Vermont
$389K +$6.75K +296 +2%
BWM
64
BlackDiamond Wealth Management
New York
$344K -$215K -9,388 -39%
KAS
65
Kestra Advisory Services
Texas
$332K +$4.72K +207 +1%
MWP
66
Madison Wealth Partners
Wisconsin
$327K -$64.5K -2,832 -16%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$308K +$308K +13,499 New
VA
68
Valmark Advisers
Ohio
$281K +$54.3K +2,381 +24%
AF
69
Affiance Financial
Minnesota
$262K +$235K +10,293 +858%
CA
70
Continuum Advisory
Idaho
$261K +$261K +11,473 New
AA
71
Advisory Alpha
Michigan
$244K -$19.2K -842 -7%
WWP
72
WR Wealth Planners
Missouri
$220K -$3.42K -150 -2%
TWM
73
Tradition Wealth Management
Minnesota
$216K +$216K +9,459 New
PA
74
PFG Advisors
Arizona
$214K -$146K -6,415 -41%
GRP
75
Global Retirement Partners
California
$212K +$212K +9,250 New