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Capital Group Core Plus Income ETF

120 hedge funds and large institutions have $788M invested in Capital Group Core Plus Income ETF in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 82 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
120
Holders Change
+14
Holders Change %
+13.21%
% of All Funds
1.91%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
22
Increased
82
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JBA
1
Johnson Bixby & Associates
Washington
$57.2M 2,661,581 +1,173,889 +79%
WAM
2
WNY Asset Management
New York
$51M 2,372,046 +136,378 +6%
Osaic Holdings
3
Osaic Holdings
Arizona
$46.8M 2,174,943 +687,372 +46%
SFA
4
Souders Financial Advisors
Ohio
$34.8M 1,620,532 +129,786 +9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34.1M 1,587,138 +260,991 +20%
UBS Group
6
UBS Group
Switzerland
$30.4M 1,413,073 +504,105 +55%
Jane Street
7
Jane Street
New York
$28.8M 1,339,416 -209,370 -14%
LPL Financial
8
LPL Financial
California
$28.7M 1,333,931 +404,005 +43%
Wells Fargo
9
Wells Fargo
California
$28.1M 1,307,382 +129,079 +11%
MML Investors Services
10
MML Investors Services
Massachusetts
$27.8M 1,290,782 +26,769 +2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$24.5M 1,139,021 +83,009 +8%
MSWM
12
McGlone Suttner Wealth Management
Wisconsin
$22.4M 1,043,483 +973,486 +1,391%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$20.7M 960,781 +137,864 +17%
SMM
14
Stadion Money Management
Georgia
$19.3M 897,163 +897,163 New
Stifel Financial
15
Stifel Financial
Missouri
$19M 881,925 +143,043 +19%
AWC
16
Adamsbrown Wealth Consultants
Kansas
$18M 836,926 +91,191 +12%
CA
17
Cetera Advisors
Colorado
$16.7M 778,711 +46,117 +6%
FWS
18
FinDec Wealth Services
California
$16.4M 764,073 +6,282 +0.8%
HI
19
Harbour Investments
Wisconsin
$14.7M 685,484 +644,238 +1,562%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$14.7M 683,082 -111,998 -14%
DJSG
21
D.J. St. Germain
Massachusetts
$14.2M 661,432 -19,881 -3%
BWP
22
Bernardo Wealth Planning
Pennsylvania
$12.4M 579,063 +74,851 +15%
IA
23
IAM Advisory
Pennsylvania
$12.3M 570,965 +9,172 +2%
RA
24
Ruggaard & Associates
Ohio
$12.1M 562,071 +16,748 +3%
Capital International Investors
25
Capital International Investors
California
$12M 559,079 +439,079 +366%