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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
AllianceBernstein
1
AllianceBernstein
Tennessee
$30M -$7.81M -222,699 -21%
LPL Financial
2
LPL Financial
California
$15.7M +$15.6M +444,939 New
Raymond James Financial
3
Raymond James Financial
Florida
$6.9M +$6.84M +195,063 New
NA
4
NewEdge Advisors
Louisiana
$4.01M +$355K +10,137 +10%
Citadel Advisors
5
Citadel Advisors
Florida
$2.66M +$468K +13,352 +22%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.61M +$2.59M +73,777 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.48M +$2.46M +70,113 New
VWM
8
Valley Wealth Managers
New Jersey
$1.49M +$1.48M +42,092 New
Jane Street
9
Jane Street
New York
$1.44M +$1.43M +40,871 New
Goldman Sachs
10
Goldman Sachs
New York
$1.07M +$1.06M +30,345 New
Osaic Holdings
11
Osaic Holdings
Arizona
$751K +$745K +21,252 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$373K +$370K +10,557 New
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$349K -$106K -3,030 -23%
UBS Group
14
UBS Group
Switzerland
$320K +$314K +8,958 +8,958%
Morgan Stanley
15
Morgan Stanley
New York
$314K +$311K +8,877 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$286K +$284K +8,103 New
Truist Financial
17
Truist Financial
North Carolina
$270K +$268K +7,645 New
MML Investors Services
18
MML Investors Services
Massachusetts
$232K +$230K +6,569 New
CFG
19
Citizens Financial Group
Rhode Island
$201K +$199K +5,689 New
Wells Fargo
20
Wells Fargo
California
$184K +$182K +5,202 New
MWA
21
Medallion Wealth Advisors
Connecticut
$102K +$101K +2,883 New
MPWT
22
MassMutual Private Wealth & Trust
Connecticut
$68.3K +$67.7K +1,931 New
GSWM
23
Golden State Wealth Management
California
$35.6K +$35.3K +1,006 New
Bank of America
24
Bank of America
North Carolina
$35.1K +$34.9K +994 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.19K +148 New

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.