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Capital Group Core Plus Income ETF

189 hedge funds and large institutions have $1.85B invested in Capital Group Core Plus Income ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 113 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
189
Holders Change
+19
Holders Change %
+11.18%
% of All Funds
2.75%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.28%
New
32
Increased
113
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HAIM
101
Hunter Associates Investment Management
Pennsylvania
$1.14M +$1.14M +51,091 New
PPWP
102
Premier Path Wealth Partners
New Jersey
$1.08M +$1.08M +48,604 New
CWP
103
Core Wealth Partners
California
$1.07M +$636K +28,619 +145%
JPMorgan Chase & Co
104
JPMorgan Chase & Co
New York
$1.05M -$291K -13,128 -22%
AF
105
Allworth Financial
California
$1.01M +$460K +20,386 +84%
AI
106
Atria Investments
North Carolina
$962K -$37.6K -1,693 -4%
AF
107
Advisornet Financial
Minnesota
$920K +$141K +6,352 +18%
FMN
108
Financial Management Network
California
$891K +$77.7K +3,470 +10%
IPW
109
Intergy Private Wealth
Colorado
$809K +$269K +12,126 +50%
SWM
110
Silverlake Wealth Management
Vermont
$805K +$29.4K +1,321 +4%
Goldman Sachs
111
Goldman Sachs
New York
$778K +$778K +35,000 New
TA
112
TrueWealth Advisors
Alabama
$761K +$298K +13,403 +64%
BCA
113
Bay Colony Advisors
Massachusetts
$715K -$2.11K -95 -0.3%
FPGK
114
Financial Partners Group (Kansas)
Kansas
$678K +$199K +8,968 +42%
TWM
115
Tradition Wealth Management
Minnesota
$669K -$3.18K -143 -0.5%
SW
116
Simplicity Wealth
New Jersey
$662K -$73.1K -3,291 -10%
BFG
117
Bleakley Financial Group
New Jersey
$662K -$73.1K -3,291 -10%
PFG
118
Prosperity Financial Group
California
$658K +$101K +4,525 +18%
MWP
119
Madison Wealth Partners
Wisconsin
$637K
RIL
120
Rothschild Investment LLC
Illinois
$617K +$91.1K +4,100 +17%
FFS
121
Founders Financial Securities
Maryland
$608K +$1.4K +63 +0.2%
RA
122
RFG Advisory
Alabama
$603K +$67.8K +3,053 +13%
WCM
123
Wealthcare Capital Management
Virginia
$597K +$64.8K +2,915 +12%
CWC
124
Carolinas Wealth Consulting
North Carolina
$584K +$17.9K +801 +3%
YWS
125
Yarger Wealth Strategies
Ohio
$560K +$9.58K +431 +2%