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Capital Group Core Plus Income ETF

106 hedge funds and large institutions have $630M invested in Capital Group Core Plus Income ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 63 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
106
Holders Change
+14
Holders Change %
+15.22%
% of All Funds
1.67%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.21%
New
21
Increased
63
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WAM
1
WNY Asset Management
New York
$49.8M 2,235,668 +598,992 +37%
Jane Street
2
Jane Street
New York
$34.5M 1,548,786 +1,548,786 New
SFA
3
Souders Financial Advisors
Ohio
$33.2M 1,490,746 +502,311 +51%
JBA
4
Johnson Bixby & Associates
Washington
$33.1M 1,487,692 +156,348 +12%
Osaic Holdings
5
Osaic Holdings
Arizona
$33M 1,487,571 +845,944 +132%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$29.5M 1,326,147 +840,863 +173%
MML Investors Services
7
MML Investors Services
Massachusetts
$28.1M 1,264,013 +161,755 +15%
Wells Fargo
8
Wells Fargo
California
$26.2M 1,178,303 +685,710 +139%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$23.5M 1,056,012 +277,925 +36%
LPL Financial
10
LPL Financial
California
$20.7M 929,926 +249,225 +37%
UBS Group
11
UBS Group
Switzerland
$20.2M 908,968 +146,555 +19%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$18.3M 822,917 +248,077 +43%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$17.7M 795,080 +175,475 +28%
FWS
14
FinDec Wealth Services
California
$16.9M 757,791 +62,132 +9%
AWC
15
Adamsbrown Wealth Consultants
Kansas
$16.6M 745,735 +134,089 +22%
Stifel Financial
16
Stifel Financial
Missouri
$16.4M 738,882 +161,802 +28%
CA
17
Cetera Advisors
Colorado
$16.3M 732,594 +732,594 New
DJSG
18
D.J. St. Germain
Massachusetts
$15.2M 681,313 +681,313 New
MLRA
19
Main Line Retirement Advisors
Montana
$14.2M 637,894 +637,894 New
IA
20
IAM Advisory
Pennsylvania
$12.5M 561,793 +10,302 +2%
RA
21
Ruggaard & Associates
Ohio
$12.1M 545,323 +40,568 +8%
BWP
22
Bernardo Wealth Planning
Pennsylvania
$11.2M 504,212 +504,212 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$10.3M 463,244 +157,547 +52%
MHB
24
Midwest Heritage Bank
Iowa
$9.04M 406,050 +51,663 +15%
LNC
25
Lincoln National Corp
Pennsylvania
$8.34M 374,443 +93,434 +33%