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Capital Group Core Plus Income ETF

204 hedge funds and large institutions have $2.54B invested in Capital Group Core Plus Income ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 138 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+15
Holders Change %
+7.94%
% of All Funds
2.95%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
31
Increased
138
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFB
126
Cullen/Frost Bankers
Texas
$1.02M +$470K +20,328 +85%
JPMorgan Chase & Co
127
JPMorgan Chase & Co
New York
$977K -$75.1K -3,395 -7%
AI
128
Atria Investments
North Carolina
$952K -$49.2K -2,127 -5%
TA
129
TrueWealth Advisors
Alabama
$945K +$153K +6,619 +19%
CIC
130
Carnegie Investment Counsel
Ohio
$873K +$873K +37,750 New
IPW
131
Intergy Private Wealth
Colorado
$871K +$29.3K +1,268 +3%
PFG
132
Prosperity Financial Group
California
$845K +$160K +6,935 +23%
GKWIM
133
Gerber Kawasaki Wealth & Investment Management
California
$841K +$459K +19,862 +120%
MWM
134
Meridian Wealth Management
Kentucky
$792K +$792K +34,256 New
Envestnet Portfolio Solutions
135
Envestnet Portfolio Solutions
Illinois
$742K +$381K +16,481 +106%
RA
136
RFG Advisory
Alabama
$733K +$105K +4,540 +17%
OL
137
Owen LaRue
Kentucky
$694K +$694K +30,000 New
BFG
138
Bleakley Financial Group
New Jersey
$689K
CWC
139
Carolinas Wealth Consulting
North Carolina
$678K +$71.3K +3,075 +12%
TWP
140
Tempus Wealth Planning
California
$675K +$147K +6,346 +28%
IA
141
IFG Advisory
Georgia
$672K +$161K +6,942 +31%
MWP
142
Madison Wealth Partners
Wisconsin
$660K -$2.66K -115 -0.4%
PS
143
Principal Securities
Iowa
$650K +$194K +8,402 +43%
WCM
144
Wealthcare Capital Management
Virginia
$636K +$15K +649 +2%
PA
145
PFG Advisors
Arizona
$621K +$281K +12,143 +82%
AAS
146
Asset Allocation Strategies
Michigan
$612K +$256K +11,067 +72%
HGERS
147
Householder Group Estate & Retirement Specialist
Arizona
$610K +$51.5K +2,230 +9%
TWM
148
Tradition Wealth Management
Minnesota
$581K -$115K -4,974 -17%
CW
149
CreativeOne Wealth
Kansas
$556K -$10.8K -466 -2%
YWS
150
Yarger Wealth Strategies
Ohio
$555K -$27.8K -1,204 -5%