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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.

New
Increased
Maintained
Reduced
Closed
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 %
CW
126
CreativeOne Wealth
Kansas
$545K -$52.8K -2,374 -9%
AFP
127
Ausdal Financial Partners
Iowa
$538K +$538K +24,199 New
HGERS
128
Householder Group Estate & Retirement Specialist
Arizona
$537K +$84.2K +3,792 +19%
CFB
129
Cullen/Frost Bankers
Texas
$532K +$532K +23,927 New
AFA
130
American Financial Advisors
Georgia
$508K +$8.64K +389 +2%
TWP
131
Tempus Wealth Planning
California
$508K +$221K +9,954 +77%
WIP
132
WealthCare Investment Partners
Rhode Island
$493K -$12.8K -575 -3%
IA
133
IFG Advisory
Georgia
$491K +$92.6K +4,168 +23%
NS
134
NBC Securities
Alabama
$476K -$11.7K -527 -2%
AFA
135
Alpha Financial Advisors
North Carolina
$447K +$148K +6,681 +50%
BRWA
136
B. Riley Wealth Advisors
Florida
$440K +$440K +19,785 New
CFA
137
CWS Financial Advisors
Michigan
$439K +$101K +4,555 +30%
PS
138
Principal Securities
Iowa
$438K +$185K +8,340 +73%
GLA
139
Good Life Advisors
Pennsylvania
$390K -$27.5K -1,239 -7%
GKWIM
140
Gerber Kawasaki Wealth & Investment Management
California
$367K +$86.3K +3,885 +31%
DWP
141
Daymark Wealth Partners
Ohio
$355K +$35.7K +1,607 +11%
Envestnet Portfolio Solutions
142
Envestnet Portfolio Solutions
Illinois
$347K +$347K +15,612 New
AAS
143
Asset Allocation Strategies
Michigan
$342K +$342K +15,387 New
GRP
144
Global Retirement Partners
California
$342K +$2.4K +108 +0.7%
USCWA
145
U.S. Capital Wealth Advisors
Texas
$330K +$330K +14,840 New
PA
146
PFG Advisors
Arizona
$327K +$327K +14,735 New
RW
147
Rockport Wealth
Ohio
$316K +$63.6K +2,861 +25%
BCG
148
Breakwater Capital Group
New Jersey
$313K +$22.6K +1,015 +8%
Koshinski Asset Management
149
Koshinski Asset Management
Illinois
$310K +$310K +13,861 New
KCIC
150
Kuhn & Co Investment Counsel
Illinois
$309K +$27K +1,215 +10%