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Capital Group Core Plus Income ETF

236 hedge funds and large institutions have $3.37B invested in Capital Group Core Plus Income ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 138 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+32
Holders Change %
+15.69%
% of All Funds
3.14%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
49
Increased
138
Reduced
37
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCA
126
Bay Colony Advisors
Massachusetts
$1.33M -$44.8K -2,019 -3%
SFWC
127
Strategic Family Wealth Counselors
New Jersey
$1.27M -$1.07M -48,397 -46%
CWP
128
Cyndeo Wealth Partners
Florida
$1.24M +$57.4K +2,586 +5%
FMN
129
Financial Management Network
California
$1.22M +$54.1K +2,440 +5%
AAS
130
Ameritas Advisory Services
Nebraska
$1.2M -$24.8K -1,116 -2%
CFB
131
Cullen/Frost Bankers
Texas
$1.18M +$202K +9,093 +21%
AA
132
Advisory Alpha
Michigan
$1.16M -$321K -14,463 -22%
PPWP
133
Premier Path Wealth Partners
New Jersey
$1.1M -$3.53K -159 -0.3%
MWM
134
Meridian Wealth Management
Kentucky
$1.09M +$334K +15,053 +44%
TA
135
TrueWealth Advisors
Alabama
$1.05M +$139K +6,279 +15%
APW
136
Acima Private Wealth
Virginia
$1.04M -$1.5M -67,462 -59%
TSWM
137
Tyler-Stone Wealth Management
Ohio
$1.03M +$23K +1,037 +2%
JPMorgan Chase & Co
138
JPMorgan Chase & Co
New York
$1M +$21.4K +965 +2%
WIA
139
World Investment Advisors
California
$957K +$447K +20,148 +88%
AI
140
Atria Investments
North Carolina
$949K +$34.7K +1,564 +4%
IPW
141
Intergy Private Wealth
Colorado
$903K +$66.6K +2,998 +8%
CL
142
CVFG LLC
Indiana
$887K +$887K +39,951 New
Envestnet Portfolio Solutions
143
Envestnet Portfolio Solutions
Illinois
$883K +$171K +7,700 +24%
IA
144
IFG Advisory
Georgia
$840K +$195K +8,783 +30%
PS
145
Principal Securities
Iowa
$835K +$211K +9,499 +34%
RMP
146
Richards, Merrill & Peterson
Washington
$810K +$810K +36,466 New
GKWIM
147
Gerber Kawasaki Wealth & Investment Management
California
$808K +$733 +33 +0.1%
AAS
148
Asset Allocation Strategies
Michigan
$787K +$199K +8,980 +34%
MWP
149
Madison Wealth Partners
Wisconsin
$777K +$144K +6,478 +23%
PA
150
PFG Advisors
Arizona
$766K +$169K +7,605 +28%