We are live on ! Find out more
CPLS icon

AB Core Plus Bond ETF

22 hedge funds and large institutions have $137M invested in AB Core Plus Bond ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

12% more capital invested

Capital invested by funds: $122M → $137M (+$15M)

3.2% more ownership

Funds ownership: 62.36%65.56% (+3.2%)

27% less funds holding

Funds holding: 3022 (-8)

88% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 8

Holders
22
Holders Change
-8
Holders Change %
-26.67%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
12
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$62.6M +$16.3M +458,003 +35%
LPL Financial
2
LPL Financial
California
$53.9M +$8.1M +227,762 +18%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.22M +$318K +8,951 +6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.22M +$141K +3,957 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$3.27M +$1.23M +34,504 +59%
VWM
6
Valley Wealth Managers
New Jersey
$2.2M +$132K +3,724 +6%
KAS
7
Kestra Advisory Services
Texas
$1.7M +$130K +3,656 +8%
Citadel Advisors
8
Citadel Advisors
Florida
$1.04M +$656K +18,443 +165%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.03M -$132K -3,704 -11%
Goldman Sachs
10
Goldman Sachs
New York
$456K -$4.7M -132,153 -91%
Jane Street
11
Jane Street
New York
$451K -$454K -12,764 -50%
Morgan Stanley
12
Morgan Stanley
New York
$277K
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$266K +$9.32K +262 +4%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$201K -$10.3K -290 -5%
PTC
15
Private Trust Company
Ohio
$27.1K +$22.3K +626 +441%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$23.1K +$19K +534 +420%
GCM
17
Gunpowder Capital Management
Maryland
$18.3K
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$16.3K
Wells Fargo
19
Wells Fargo
California
$14.1K -$7.18K -202 -34%
UBS Group
20
UBS Group
Switzerland
$9.35K +$9.42K +265 New
LFA
21
LGT Financial Advisors
Texas
$3.15K +$36 +1 +1%
NA
22
NewEdge Advisors
Louisiana
$572 -$5.4M -151,878 -100%
JP Morgan Chase
23
JP Morgan Chase
New York
-$215K -6,061 Closed
CFG
24
Citizens Financial Group
Rhode Island
-$210K -5,883 Closed
CA
25
Cresta Advisors
Texas
-$153K -4,313 Closed

CPLS Hedge Fund Activity: Q1 2026 in Review

22 of the 8,131 institutional investors tracked by Wall St. Rank reported a position in AB Core Plus Bond ETF (CPLS) for Q1 2026, worth a combined $137M — up 12% from $122M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of CPLS and 1 opened new positions — a net loss of 7 holders — while 6 trimmed existing stakes and 12 added.

The largest buyer was AllianceBernstein, adding an estimated $16.3M. The largest seller was NewEdge Advisors, cutting an estimated $5.4M.

  • 22 institutional investors held AB Core Plus Bond ETF (CPLS) as of Q1 2026, down from 30 in Q4 2025.
  • Funds reported $137M of AB Core Plus Bond ETF stock for Q1 2026, up 12% quarter-over-quarter.
  • 1 fund opened new AB Core Plus Bond ETF positions in Q1 2026 and 8 closed out, a net change of -7 holders.
  • The largest AB Core Plus Bond ETF buyer in Q1 2026 was AllianceBernstein, an estimated $16.3M added.
  • The largest AB Core Plus Bond ETF seller in Q1 2026 was NewEdge Advisors, an estimated $5.4M sold.

Based on aggregated 13F filings for Q1 2026.