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Capital Group Core Plus Income ETF

152 hedge funds and large institutions have $1.13B invested in Capital Group Core Plus Income ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 88 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+32
Holders Change %
+26.67%
% of All Funds
2.23%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.23%
New
36
Increased
88
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JAWM
126
J. Arnold Wealth Management
Ohio
$293K +$293K +12,912 New
KCIC
127
Kuhn & Co Investment Counsel
Illinois
$288K +$288K +12,700 New
FFA
128
Frazier Financial Advisors
Ohio
$288K +$288K +12,694 New
BCG
129
Breakwater Capital Group
New Jersey
$276K -$133K -5,884 -33%
BWM
130
BlackDiamond Wealth Management
New York
$236K +$236K +10,491 New
IAIM
131
International Assets Investment Management
Florida
$225K +$225K +9,900 New
NWMG
132
National Wealth Management Group
Ohio
$206K +$206K +9,071 New
FAIM
133
Financial Advocates Investment Management
Washington
$205K +$205K +9,036 New
SPIA
134
Steward Partners Investment Advisory
New York
$167K +$45.6K +2,009 +37%
PS
135
Principal Securities
Iowa
$164K +$164K +7,220 New
JPMorgan Chase & Co
136
JPMorgan Chase & Co
New York
$112K +$112K +4,934 New
BC
137
Barrett & Company
Rhode Island
$111K +$53K +2,336 +91%
FP
138
Financial Perspectives
Minnesota
$98.1K +$49.9K +2,197 +103%
IA
139
IFP Advisors
Florida
$77.1K -$1.85M -81,503 -96%
GWANC
140
Guardian Wealth Advisors (North Carolina)
North Carolina
$63.5K +$47.7K +2,100 +300%
WAS
141
Winch Advisory Services
Wisconsin
$61.5K +$41.1K +1,813 +202%
NFA
142
Northwest Financial Advisors
Virginia
$55K +$55K +2,425 New
CFD
143
Creative Financial Designs
Indiana
$46.2K
EWP
144
Elevation Wealth Partners
California
$44.5K +$44.5K +1,960 New
HNB
145
Huntington National Bank
Ohio
$31.8K
CWM
146
CarsonAllaria Wealth Management
Illinois
$23.8K
Morgan Stanley
147
Morgan Stanley
New York
$19.3K +$9.69K +427 +100%
CPA
148
Clear Point Advisors
New York
$17.7K +$17.7K +779 New
NA
149
NewEdge Advisors
Louisiana
$13.9K +$13.9K +611 New
LFG
150
Larson Financial Group
Missouri
$9.76K