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AB Core Plus Bond ETF

28 hedge funds and large institutions have $71.9M invested in AB Core Plus Bond ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,200% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 1

367% more funds holding

Funds holding: 628 (+22)

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

26% more capital invested

Capital invested by funds: $56.9M → $71.9M (+$15.1M)

52.6% less ownership

Funds ownership: 98.94%46.34% (-53%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
28
Holders Change
+22
Holders Change %
+366.67%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
3
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
26
LGT Financial Advisors
Texas
$3.01K +$2.98K +85 New
PTC
27
Private Trust Company
Ohio
$2.62K +$2.6K +74 New
NS
28
NBC Securities
Alabama
$2K +$2.81K +80 New
WWMSC
29
Wagner Wealth Management (South Carolina)
South Carolina
-$13.3M -383,154 Closed

CPLS Hedge Fund Activity: Q1 2025 in Review

28 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AB Core Plus Bond ETF (CPLS) for Q1 2025, worth a combined $71.9M — up 26% from $56.9M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CPLS positions and 1 closed out — a net gain of 22 holders — while 3 added to existing stakes and 2 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $15.6M. The largest seller was Wagner Wealth Management (South Carolina), exiting entirely with an estimated $13.3M sold.

  • 28 institutional investors held AB Core Plus Bond ETF (CPLS) as of Q1 2025, up from 6 in Q4 2024.
  • Funds reported $71.9M of AB Core Plus Bond ETF stock for Q1 2025, up 26% quarter-over-quarter.
  • 23 funds opened new AB Core Plus Bond ETF positions in Q1 2025 and 1 closed out, a net change of +22 holders.
  • The largest AB Core Plus Bond ETF buyer in Q1 2025 was LPL Financial, an estimated $15.6M added.
  • The largest AB Core Plus Bond ETF seller in Q1 2025 was Wagner Wealth Management (South Carolina), an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2025.