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Capital Group Core Plus Income ETF

257 hedge funds and large institutions have $4.03B invested in Capital Group Core Plus Income ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 152 increasing their positions, 64 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$603M
LPL Financial
2
LPL Financial
California
$332M
Morgan Stanley
3
Morgan Stanley
New York
$324M
Wells Fargo
4
Wells Fargo
California
$262M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$171M
JBA
6
Johnson Bixby & Associates
Washington
$127M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$120M
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$112M
Raymond James Financial
9
Raymond James Financial
Florida
$104M
WAM
10
WNY Asset Management
New York
$91.1M
UBS Group
11
UBS Group
Switzerland
$88.7M
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$83.3M
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$65.9M
P
14
&Partners
Tennessee
$65.4M
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$64.6M
SFA
16
Souders Financial Advisors
Ohio
$63.3M
MML Investors Services
17
MML Investors Services
Massachusetts
$52.2M
Stifel Financial
18
Stifel Financial
Missouri
$49.4M
KIM
19
Kestra Investment Management
Texas
$46.4M
HI
20
Harbour Investments
Wisconsin
$44.3M
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$43.3M
Jones Financial Companies
22
Jones Financial Companies
Missouri
$40.3M
SFG
23
Stonebridge Financial Group
Pennsylvania
$36.8M
WTFG
24
Wood Tarver Financial Group
Idaho
$35.2M
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$34.9M