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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 %
BFG
76
Bleakley Financial Group
New Jersey
$677K +$17.5K +814 +3%
VA
77
Valmark Advisers
Ohio
$676K +$167K +7,764 +33%
PFG
78
Prosperity Financial Group
California
$674K +$674K +31,340 New
FMN
79
Financial Management Network
California
$667K +$104K +4,862 +18%
CGPCS
80
Capital Group Private Client Services
California
$664K +$190K +8,837 +40%
TWM
81
Tradition Wealth Management
Minnesota
$610K +$44.3K +2,059 +8%
CW
82
CreativeOne Wealth
Kansas
$605K +$115K +5,359 +24%
MSAM
83
Moloney Securities Asset Management
Missouri
$570K +$119K +5,547 +26%
YWS
84
Yarger Wealth Strategies
Ohio
$548K +$5.2K +242 +1%
NS
85
NBC Securities
Alabama
$537K +$537K +24,992 New
LWM
86
Lodestone Wealth Management
Washington
$530K +$52.8K +2,454 +11%
AF
87
Allworth Financial
California
$456K +$2.49K +116 +0.5%
PWA
88
Pillar Wealth Advisors
Pennsylvania
$448K +$258 +12 +0.1%
IPW
89
Intergy Private Wealth
Colorado
$398K +$8.17K +380 +2%
SWM
90
Silverlake Wealth Management
Vermont
$391K +$24K +1,115 +7%
BCG
91
Breakwater Capital Group
New Jersey
$386K -$912K -42,794 -70%
AFA
92
American Financial Advisors
Georgia
$351K +$351K +16,339 New
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$345K -$22.1K -1,024 -6%
ATPW
94
Ashton Thomas Private Wealth
Arizona
$339K +$339K +15,748 New
Citadel Advisors
95
Citadel Advisors
Florida
$334K -$512K -23,810 -61%
GRP
96
Global Retirement Partners
California
$325K +$128K +5,990 +65%
SCM
97
SOL Capital Management
Maryland
$294K +$294K +13,675 New
AF
98
Advisornet Financial
Minnesota
$288K +$120K +5,559 +71%
WAP
99
Wealthcare Advisory Partners
Pennsylvania
$267K +$267K +12,440 New
FFS
100
Founders Financial Securities
Maryland
$266K +$71.6K +3,330 +37%