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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 %
SOS
151
Silver Oak Securities
Tennessee
$306K -$47.4K -2,135 -13%
LFAS
152
Level Four Advisory Services
Texas
$305K +$305K +13,728 New
PWA
153
Pillar Wealth Advisors
Pennsylvania
$296K -$168K -7,542 -36%
H
154
HoyleCohen
California
$292K
TI
155
tru Independence
Oregon
$287K -$43.1K -1,939 -13%
FFA
156
Frazier Financial Advisors
Ohio
$282K
WWP
157
WR Wealth Planners
Missouri
$282K -$67 -3 -0%
SFC
158
Swisher Financial Concepts
Ohio
$272K +$272K +12,274 New
AWA
159
Arkadios Wealth Advisors
Georgia
$267K +$267K +12,006 New
JCM
160
Jacobi Capital Management
Pennsylvania
$240K +$240K +10,781 New
NWMG
161
National Wealth Management Group
Ohio
$236K -$5K -225 -2%
DFG
162
Delta Financial Group
New Jersey
$224K +$224K +10,073 New
IWC
163
Integrated Wealth Concepts
Massachusetts
$212K
WIA
164
World Investment Advisors
California
$211K +$211K +9,507 New
CA
165
Carson Advisory
Georgia
$201K
EWP
166
Elevation Wealth Partners
California
$183K -$41.5K -1,867 -19%
SPIA
167
Steward Partners Investment Advisory
New York
$147K -$89.8K -4,041 -38%
FP
168
Financial Perspectives
Minnesota
$124K
BC
169
Barrett & Company
Rhode Island
$110K +$267 +12 +0.2%
Bank of America
170
Bank of America
North Carolina
$110K -$168K -7,544 -60%
PTC
171
Private Trust Company
Ohio
$80K +$80K +3,599 New
ACA
172
Aptus Capital Advisors
Alabama
$74.4K -$4.86M -218,591 -98%
GWANC
173
Guardian Wealth Advisors (North Carolina)
North Carolina
$74.4K
NA
174
NewEdge Advisors
Louisiana
$64.4K +$50.6K +2,279 +368%
WAS
175
Winch Advisory Services
Wisconsin
$61.5K +$733 +33 +1%