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AB Core Plus Bond ETF

4 hedge funds and large institutions have $33.2M invested in AB Core Plus Bond ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 24 (+2)

33% more capital invested

Capital invested by funds: $24.9M → $33.2M (+$8.22M)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

0.63% less ownership

Funds ownership: 99.29%98.66% (-0.63%)

Holders
4
Holders Change
+2
Holders Change %
+100%
% of All Funds
0.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
1
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$22M -$2.55M -72,000 -10%
WWMSC
2
Wagner Wealth Management (South Carolina)
South Carolina
$9.89M +$9.88M +279,378 New
Citadel Advisors
3
Citadel Advisors
Florida
$1.23M +$1.23M +34,885 New
UBS Group
4
UBS Group
Switzerland
$248 +$177 +5 +250%

CPLS Hedge Fund Activity: Q1 2024 in Review

4 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in AB Core Plus Bond ETF (CPLS) for Q1 2024, worth a combined $33.2M — up 33% from $24.9M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new CPLS positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Wagner Wealth Management (South Carolina), opening a new position worth an estimated $9.88M. The largest seller was AllianceBernstein, cutting an estimated $2.55M.

  • 4 institutional investors held AB Core Plus Bond ETF (CPLS) as of Q1 2024, up from 2 in Q4 2023.
  • Funds reported $33.2M of AB Core Plus Bond ETF stock for Q1 2024, up 33% quarter-over-quarter.
  • 2 funds opened new AB Core Plus Bond ETF positions in Q1 2024 and 0 closed out, a net change of +2 holders.
  • The largest AB Core Plus Bond ETF buyer in Q1 2024 was Wagner Wealth Management (South Carolina), an estimated $9.88M added.
  • The largest AB Core Plus Bond ETF seller in Q1 2024 was AllianceBernstein, an estimated $2.55M sold.

Based on aggregated 13F filings for Q1 2024.