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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 %
SPC
51
Sigma Planning Corp
Michigan
$1.83M +$589K +27,393 +47%
IA
52
IFP Advisors
Florida
$1.83M +$548K +25,475 +43%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$1.73M +$289K +13,454 +20%
AAS
54
Avantax Advisory Services
Texas
$1.65M +$30.6K +1,422 +2%
WA
55
WBH Advisory
Maryland
$1.51M +$1.51M +70,405 New
BAM
56
Belpointe Asset Management
Nevada
$1.48M +$1.48M +68,900 New
MFG
57
Merit Financial Group
Georgia
$1.27M +$179K +8,339 +16%
DC
58
Davenport & Co
Virginia
$1.26M +$665K +30,922 +111%
SIM
59
Studio Investment Management
Illinois
$1.26M +$983K +45,504 +354%
NFG
60
Nations Financial Group
Iowa
$1.13M +$258K +12,021 +29%
CA
61
Continuum Advisory
Idaho
$1.11M +$44.6K +2,074 +4%
CFGS
62
Concourse Financial Group Securities
Alabama
$1.07M +$114K +5,275 +12%
Mariner
63
Mariner
Kansas
$997K +$279K +12,970 +39%
RJA
64
Raymond James & Associates
Florida
$957K +$369K +17,178 +63%
Comerica Bank
65
Comerica Bank
Texas
$944K +$944K +43,905 New
BBHC
66
Brown Brothers Harriman & Co
New York
$910K +$910K +42,348 New
KWM
67
Kingsview Wealth Management
Oregon
$895K -$75.1K -3,493 -8%
OC
68
Oppenheimer & Co
New York
$825K +$65.1K +3,029 +9%
AAS
69
Ameritas Advisory Services
Nebraska
$797K +$506K +23,770 +174%
AF
70
Affiance Financial
Minnesota
$791K +$234K +10,901 +42%
Renaissance Technologies
71
Renaissance Technologies
New York
$714K +$714K +33,200 New
BCA
72
Bay Colony Advisors
Massachusetts
$707K -$18.1K -844 -3%
RA
73
RFG Advisory
Alabama
$686K +$228K +10,595 +50%
MWP
74
Madison Wealth Partners
Wisconsin
$680K +$371K +17,247 +120%
SS
75
Simplicity Solutions
Minnesota
$677K +$17.5K +814 +3%