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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 %
GWSG
176
GPS Wealth Strategies Group
Colorado
$295K +$295K +12,890 New
FFA
177
Frazier Financial Advisors
Ohio
$293K
PWA
178
Pillar Wealth Advisors
Pennsylvania
$285K -$23.1K -1,000 -8%
JCM
179
Jacobi Capital Management
Pennsylvania
$276K +$26.5K +1,146 +11%
NWMG
180
National Wealth Management Group
Ohio
$246K
SPIA
181
Steward Partners Investment Advisory
New York
$240K +$87.6K +3,791 +57%
MOS
182
MGO One Seven
Ohio
$232K +$232K +10,028 New
IWC
183
Integrated Wealth Concepts
Massachusetts
$211K -$9.83K -425 -4%
PTC
184
Private Trust Company
Ohio
$210K +$126K +5,465 +152%
CA
185
Carson Advisory
Georgia
$207K -$2.38K -103 -1%
HCP
186
Hexagon Capital Partners
Arkansas
$198K +$198K +8,584 New
EWP
187
Elevation Wealth Partners
California
$191K +$1.09K +47 +0.6%
IA
188
IFP Advisors
Florida
$134K +$70.7K +3,057 +111%
FP
189
Financial Perspectives
Minnesota
$129K
BC
190
Barrett & Company
Rhode Island
$114K +$46 +2 +0%
NA
191
NewEdge Advisors
Louisiana
$113K +$46.4K +2,008 +69%
NFA
192
Northwest Financial Advisors
Virginia
$109K +$109K +4,725 New
OW
193
Olistico Wealth
Oklahoma
$105K +$60.3K +2,607 +135%
CA
194
CoreCap Advisors
Michigan
$80.8K +$23.7K +1,027 +42%
ACA
195
Aptus Capital Advisors
Alabama
$77.5K
GWANC
196
Guardian Wealth Advisors (North Carolina)
North Carolina
$77.5K
WAS
197
Winch Advisory Services
Wisconsin
$64.5K +$532 +23 +0.8%
TCG
198
Transcendent Capital Group
Oklahoma
$53.3K +$53.3K +2,303 New
CFD
199
Creative Financial Designs
Indiana
$41K +$13.6K +590 +50%
CIAS
200
Capital Investment Advisory Services
North Carolina
$34.5K +$34.5K +1,492 New