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Capital Group Core Plus Income ETF

75 hedge funds and large institutions have $279M invested in Capital Group Core Plus Income ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 33 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
75
Holders Change
+25
Holders Change %
+50%
% of All Funds
1.21%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
30
Increased
33
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MML Investors Services
1
MML Investors Services
Massachusetts
$28.9M 1,297,657 +78,933 +6%
WAM
2
WNY Asset Management
New York
$23.2M 1,039,346 +1,039,346 New
SFA
3
Souders Financial Advisors
Ohio
$21.4M 958,525 +142,416 +17%
JBA
4
Johnson Bixby & Associates
Washington
$19.9M 892,822 -40,524 -4%
UBS Group
5
UBS Group
Switzerland
$17.8M 797,020 +711,017 +827%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$15.4M 690,094 +148,606 +27%
FWS
7
FinDec Wealth Services
California
$12.1M 542,319 +542,319 New
AWC
8
Adamsbrown Wealth Consultants
Kansas
$12M 539,582 +513,164 +1,942%
LPL Financial
9
LPL Financial
California
$11.5M 516,802 +298,743 +137%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$11.3M 505,742 +86,581 +21%
Osaic Holdings
11
Osaic Holdings
Arizona
$11.2M 502,977 +215,843 +75%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$11.2M 502,757 +14,014 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$8.35M 374,855 +243,421 +185%
Wells Fargo
14
Wells Fargo
California
$6.75M 303,169 +303,169 New
DADC
15
D.A. Davidson & Co
Montana
$6.09M 273,421 +61,173 +29%
Jane Street
16
Jane Street
New York
$5.36M 240,503 -53,411 -18%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.3M 237,765 +147,782 +164%
LNC
18
Lincoln National Corp
Pennsylvania
$4.27M 191,702 +142,158 +287%
LWMNY
19
Landmark Wealth Management (New York)
New York
$3.9M 175,135 -13,756 -7%
NECFA
20
New England Capital Financial Advisors
Connecticut
$3.29M 143,673 +143,673 New
CSPIA
21
Cary Street Partners Investment Advisory
Virginia
$3.28M 147,421 +147,421 New
BCG
22
Breakwater Capital Group
New Jersey
$3.12M 140,159 +140,159 New
MHB
23
Midwest Heritage Bank
Iowa
$2.95M 132,601 +89,381 +207%
Stifel Financial
24
Stifel Financial
Missouri
$2.47M 111,071 +13,540 +14%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$2.4M 107,492 +67,037 +166%