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AB Core Plus Bond ETF

26 hedge funds and large institutions have $105M invested in AB Core Plus Bond ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

54% more capital invested

Capital invested by funds: $68.1M → $105M (+$36.6M)

12.63% more ownership

Funds ownership: 45.67%58.3% (+13%)

4% less funds holding

Funds holding: 2726 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$44.9M +$28.9M +814,109 +186%
AllianceBernstein
2
AllianceBernstein
Tennessee
$36.6M +$1.83M +51,402 +5%
NA
3
NewEdge Advisors
Louisiana
$4.95M +$250K +7,046 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.81M +$2.59M +72,906 +119%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.58M +$620K +17,439 +21%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.9M +$1.88M +52,906 New
VWM
7
Valley Wealth Managers
New Jersey
$1.46M +$49.9K +1,405 +4%
Goldman Sachs
8
Goldman Sachs
New York
$1.39M +$1.38M +38,763 New
KAS
9
Kestra Advisory Services
Texas
$1.34M +$1.33M +37,437 New
Jane Street
10
Jane Street
New York
$1.16M +$414K +11,646 +56%
Osaic Holdings
11
Osaic Holdings
Arizona
$607K -$125K -3,531 -17%
Raymond James Financial
12
Raymond James Financial
Florida
$296K +$45.5K +1,281 +18%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$291K
Morgan Stanley
14
Morgan Stanley
New York
$282K -$6.18K -174 -2%
MML Investors Services
15
MML Investors Services
Massachusetts
$220K -$2.27K -64 -1%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$215K -$117K -3,290 -35%
CFG
17
Citizens Financial Group
Rhode Island
$209K +$2.2K +62 +1%
Wells Fargo
18
Wells Fargo
California
$129K -$5.86K -165 -4%
MWA
19
Medallion Wealth Advisors
Connecticut
$106K +$1.14K +32 +1%
GSWM
20
Golden State Wealth Management
California
$36.1K
GRP
21
Global Retirement Partners
California
$35.6K +$25.8K +727 +274%
UBS Group
22
UBS Group
Switzerland
$15.8K +$9.34K +263 +148%
Bank of America
23
Bank of America
North Carolina
$8.51K
PTC
24
Private Trust Company
Ohio
$5.1K +$2.42K +68 +92%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$5K

CPLS Hedge Fund Activity: Q3 2025 in Review

26 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in AB Core Plus Bond ETF (CPLS) for Q3 2025, worth a combined $105M — up 54% from $68.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of CPLS and 3 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 14 added.

The largest buyer was LPL Financial, adding an estimated $28.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.63M sold.

  • 26 institutional investors held AB Core Plus Bond ETF (CPLS) as of Q3 2025, down from 27 in Q2 2025.
  • Funds reported $105M of AB Core Plus Bond ETF stock for Q3 2025, up 54% quarter-over-quarter.
  • 3 funds opened new AB Core Plus Bond ETF positions in Q3 2025 and 4 closed out, a net change of -1 holder.
  • The largest AB Core Plus Bond ETF buyer in Q3 2025 was LPL Financial, an estimated $28.9M added.
  • The largest AB Core Plus Bond ETF seller in Q3 2025 was Citadel Advisors, an estimated $2.63M sold.

Based on aggregated 13F filings for Q3 2025.