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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.

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 %
Truist Financial
101
Truist Financial
North Carolina
$261K +$261K +12,118 New
TI
102
tru Independence
Oregon
$254K +$37.5K +1,743 +17%
GLA
103
Good Life Advisors
Pennsylvania
$241K +$241K +11,212 New
WWP
104
WR Wealth Planners
Missouri
$204K -$4.06K -189 -2%
HGERS
105
Householder Group Estate & Retirement Specialist
Arizona
$203K +$203K +9,448 New
SOS
106
Silver Oak Securities
Tennessee
$172K +$172K +8,020 New
SPIA
107
Steward Partners Investment Advisory
New York
$115K +$5.66K +263 +5%
EWA
108
EverSource Wealth Advisors
Alabama
$66.8K +$10.4K +485 +19%
BC
109
Barrett & Company
Rhode Island
$55.2K +$710 +33 +1%
FP
110
Financial Perspectives
Minnesota
$45.7K +$45.7K +2,127 New
CFD
111
Creative Financial Designs
Indiana
$43.7K +$172 +8 +0.4%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$23K
CWM
113
CarsonAllaria Wealth Management
Illinois
$22.6K
WAS
114
Winch Advisory Services
Wisconsin
$19K
GWANC
115
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.1K +$15.1K +700 New
ACA
116
Aptus Capital Advisors
Alabama
$15.1K +$15.1K +700 New
LFG
117
Larson Financial Group
Missouri
$9.25K
Morgan Stanley
118
Morgan Stanley
New York
$9.14K
CWC
119
Carolinas Wealth Consulting
North Carolina
$545 +$21 +1 +4%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$43 +$43 +2 New
OMC
121
Old Mission Capital
Illinois
-$2.37M -106,680 Closed
RWM
122
Revisor Wealth Management
Ohio
-$1.74M -78,085 Closed
IAIM
123
International Assets Investment Management
Florida
-$1.93M -77,930 Closed
USCWA
124
U.S. Capital Wealth Advisors
Texas
-$1.26M -56,615 Closed
BWM
125
BlackDiamond Wealth Management
New York
-$227K -10,149 Closed