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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 %
CFA
151
CWS Financial Advisors
Michigan
$532K +$75.5K +3,264 +17%
FFS
152
Founders Financial Securities
Maryland
$531K -$101K -4,388 -16%
WIA
153
World Investment Advisors
California
$531K +$311K +13,450 +141%
FPGK
154
Financial Partners Group (Kansas)
Kansas
$528K -$178K -7,685 -25%
AIM
155
Anchor Investment Management
South Carolina
$513K +$513K +22,203 New
WIP
156
WealthCare Investment Partners
Rhode Island
$513K +$6.39K +280 +1%
SOS
157
Silver Oak Securities
Tennessee
$506K +$188K +8,103 +59%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$483K +$483K +20,897 New
AFA
159
American Financial Advisors
Georgia
$479K -$50.2K -2,170 -9%
AWA
160
Arkadios Wealth Advisors
Georgia
$466K +$189K +8,160 +68%
NS
161
NBC Securities
Alabama
$415K -$80.1K -3,469 -16%
DFG
162
Delta Financial Group
New Jersey
$405K +$172K +7,454 +74%
TI
163
tru Independence
Oregon
$400K +$101K +4,370 +34%
DWP
164
Daymark Wealth Partners
Ohio
$386K +$16.3K +704 +4%
BCG
165
Breakwater Capital Group
New Jersey
$370K +$44.6K +1,929 +14%
USCWA
166
U.S. Capital Wealth Advisors
Texas
$351K +$7.7K +333 +2%
Koshinski Asset Management
167
Koshinski Asset Management
Illinois
$343K +$22.2K +962 +7%
DTC
168
Davidson Trust Company
Washington
$332K +$332K +14,349 New
KCIC
169
Kuhn & Co Investment Counsel
Illinois
$328K +$5.92K +256 +2%
TF
170
Tudor Financial
Ohio
$323K +$323K +13,989 New
TWM
171
Trinity Wealth Management
Pennsylvania
$322K +$322K +13,947 New
AFA
172
Alpha Financial Advisors
North Carolina
$310K -$154K -6,681 -33%
Focus Partners Wealth
173
Focus Partners Wealth
Massachusetts
$304K +$304K +13,137 New
WWP
174
WR Wealth Planners
Missouri
$300K +$6.54K +283 +2%
TC
175
Trilogy Capital
California
$297K +$297K +12,843 New