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Capital Group Core Plus Income ETF

92 hedge funds and large institutions have $372M invested in Capital Group Core Plus Income ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
92
Holders Change
+17
Holders Change %
+22.67%
% of All Funds
1.47%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
24
Increased
49
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WAM
1
WNY Asset Management
New York
$37.3M 1,636,676 +597,330 +57%
JBA
2
Johnson Bixby & Associates
Washington
$30.3M 1,331,344 +438,522 +49%
MML Investors Services
3
MML Investors Services
Massachusetts
$25.1M 1,102,258 -195,399 -15%
SFA
4
Souders Financial Advisors
Ohio
$22.5M 988,435 +29,910 +3%
UBS Group
5
UBS Group
Switzerland
$17.4M 762,413 -34,607 -4%
FWS
6
FinDec Wealth Services
California
$15.9M 695,659 +153,340 +28%
LPL Financial
7
LPL Financial
California
$15.5M 680,701 +163,899 +32%
Osaic Holdings
8
Osaic Holdings
Arizona
$14.6M 641,627 +138,650 +28%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$14.1M 619,605 +116,848 +23%
AWC
10
Adamsbrown Wealth Consultants
Kansas
$13.9M 611,646 +72,064 +13%
Stifel Financial
11
Stifel Financial
Missouri
$13.2M 577,080 +466,009 +420%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$13.1M 574,840 +69,098 +14%
IA
13
IAM Advisory
Pennsylvania
$12.6M 551,491 +551,491 New
RA
14
Ruggaard & Associates
Ohio
$11.5M 504,755 +504,755 New
Wells Fargo
15
Wells Fargo
California
$11.2M 492,593 +189,424 +62%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$11.1M 485,284 +110,429 +29%
MHB
17
Midwest Heritage Bank
Iowa
$8.08M 354,387 +221,786 +167%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.97M 305,697 +67,932 +29%
LNC
19
Lincoln National Corp
Pennsylvania
$6.4M 281,009 +89,307 +47%
DADC
20
D.A. Davidson & Co
Montana
$6.36M 278,860 +5,439 +2%
FWM
21
Fortress Wealth Management
California
$4.54M 199,284 +120,637 +153%
LWMNY
22
Landmark Wealth Management (New York)
New York
$4.44M 194,620 +19,485 +11%
MA
23
Mutual Advisors
Nebraska
$3.53M 154,970 +97,300 +169%
NECFA
24
New England Capital Financial Advisors
Connecticut
$3.45M 151,440 +7,767 +5%
BCG
25
Breakwater Capital Group
New Jersey
$2.81M 123,317 -16,842 -12%