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AB Core Plus Bond ETF

27 hedge funds and large institutions have $68.1M invested in AB Core Plus Bond ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.68% less ownership

Funds ownership: 46.34%45.67% (-0.68%)

4% less funds holding

Funds holding: 2827 (-1)

5% less capital invested

Capital invested by funds: $71.9M → $68.1M (-$3.86M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$34.4M +$4.22M +120,495 +14%
LPL Financial
2
LPL Financial
California
$15.5M -$256K -7,325 -2%
NA
3
NewEdge Advisors
Louisiana
$4.65M +$609K +17,409 +15%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.92M +$301K +8,599 +12%
Citadel Advisors
5
Citadel Advisors
Florida
$2.63M -$40.9K -1,169 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.17M -$314K -8,962 -13%
VWM
7
Valley Wealth Managers
New Jersey
$1.4M -$95K -2,714 -6%
Jane Street
8
Jane Street
New York
$733K -$708K -20,223 -49%
Osaic Holdings
9
Osaic Holdings
Arizona
$729K -$24.5K -700 -3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$522K +$514K +14,696 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$452K +$76K +2,173 +21%
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$329K -$20.8K -595 -6%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$288K
Morgan Stanley
14
Morgan Stanley
New York
$285K -$29.2K -834 -9%
Raymond James Financial
15
Raymond James Financial
Florida
$247K -$6.58M -188,102 -96%
MML Investors Services
16
MML Investors Services
Massachusetts
$220K -$13.3K -381 -6%
CFG
17
Citizens Financial Group
Rhode Island
$204K +$2.42K +69 +1%
Wells Fargo
18
Wells Fargo
California
$133K -$50.5K -1,442 -28%
MWA
19
Medallion Wealth Advisors
Connecticut
$103K +$1.23K +35 +1%
MPWT
20
MassMutual Private Wealth & Trust
Connecticut
$68.5K
GSWM
21
Golden State Wealth Management
California
$35.7K
GRP
22
Global Retirement Partners
California
$9.4K +$9.27K +265 New
Bank of America
23
Bank of America
North Carolina
$8.41K -$26.5K -757 -76%
UBS Group
24
UBS Group
Switzerland
$6.32K -$311K -8,880 -98%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$5K

CPLS Hedge Fund Activity: Q2 2025 in Review

27 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AB Core Plus Bond ETF (CPLS) for Q2 2025, worth a combined $68.1M — down 5.4% from $71.9M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of CPLS and 2 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 7 added.

The largest buyer was AllianceBernstein, adding an estimated $4.22M. The largest seller was Raymond James Financial, cutting an estimated $6.58M.

  • 27 institutional investors held AB Core Plus Bond ETF (CPLS) as of Q2 2025, down from 28 in Q1 2025.
  • Funds reported $68.1M of AB Core Plus Bond ETF stock for Q2 2025, down 5.4% quarter-over-quarter.
  • 2 funds opened new AB Core Plus Bond ETF positions in Q2 2025 and 3 closed out, a net change of -1 holder.
  • The largest AB Core Plus Bond ETF buyer in Q2 2025 was AllianceBernstein, an estimated $4.22M added.
  • The largest AB Core Plus Bond ETF seller in Q2 2025 was Raymond James Financial, an estimated $6.58M sold.

Based on aggregated 13F filings for Q2 2025.