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Capital Group Core Plus Income ETF

170 hedge funds and large institutions have $1.49B invested in Capital Group Core Plus Income ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 119 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+18
Holders Change %
+11.84%
% of All Funds
2.46%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
25
Increased
119
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FPGK
126
Financial Partners Group (Kansas)
Kansas
$484K +$484K +21,564 New
Jones Financial Companies
127
Jones Financial Companies
Missouri
$474K +$474K +21,097 New
PWA
128
Pillar Wealth Advisors
Pennsylvania
$469K +$292 +13 +0.1%
TA
129
TrueWealth Advisors
Alabama
$468K +$468K +20,836 New
HGERS
130
Householder Group Estate & Retirement Specialist
Arizona
$458K +$35.4K +1,575 +8%
CWP
131
Core Wealth Partners
California
$442K +$442K +19,700 New
GLA
132
Good Life Advisors
Pennsylvania
$422K +$1.69K +75 +0.4%
IA
133
IFG Advisory
Georgia
$403K +$403K +17,936 New
SOS
134
Silver Oak Securities
Tennessee
$357K +$13.9K +619 +4%
GRP
135
Global Retirement Partners
California
$343K +$247 +11 +0.1%
CFA
136
CWS Financial Advisors
Michigan
$342K +$26.7K +1,187 +8%
TI
137
tru Independence
Oregon
$334K -$442K -19,676 -57%
DWP
138
Daymark Wealth Partners
Ohio
$323K
KPWS
139
Kestra Private Wealth Services
Texas
$322K +$322K +14,356 New
BWM
140
BlackDiamond Wealth Management
New York
$303K +$67.8K +3,017 +29%
AFA
141
Alpha Financial Advisors
North Carolina
$301K
H
142
HoyleCohen
California
$295K
BCG
143
Breakwater Capital Group
New Jersey
$294K +$19.3K +859 +7%
TWP
144
Tempus Wealth Planning
California
$290K +$290K +12,911 New
KCIC
145
Kuhn & Co Investment Counsel
Illinois
$285K
FFA
146
Frazier Financial Advisors
Ohio
$285K
WWP
147
WR Wealth Planners
Missouri
$285K +$285K +12,691 New
GKWIM
148
Gerber Kawasaki Wealth & Investment Management
California
$284K +$284K +12,636 New
Bank of America
149
Bank of America
North Carolina
$280K +$280K +12,480 New
PS
150
Principal Securities
Iowa
$256K +$93.5K +4,165 +58%