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Capital Group Core Plus Income ETF

256 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, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+13
Holders Change %
+5.35%
% of All Funds
3.44%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.38%
New
27
Increased
152
Reduced
63
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SGI
226
Summit Global Investments
Utah
$218K +$218K +9,668 New
VVP
227
Venture Visionary Partners
Ohio
$213K +$213K +9,488 New
CL
228
CIM LLC
New York
$210K +$210K +9,320 New
Ameriprise
229
Ameriprise
Minnesota
$209K +$209K +9,305 New
NFA
230
Northwest Financial Advisors
Virginia
$207K -$3.69K -164 -2%
YWS
231
Yarger Wealth Strategies
Ohio
$204K +$2.5K +111 +1%
CFD
232
Creative Financial Designs
Indiana
$190K +$16.3K +723 +9%
EWP
233
Elevation Wealth Partners
California
$186K +$248 +11 +0.1%
FP
234
Financial Perspectives
Minnesota
$186K +$18K +799 +11%
SPIA
235
Steward Partners Investment Advisory
New York
$179K +$8.37K +372 +5%
CA
236
CoreCap Advisors
Michigan
$170K +$16.8K +748 +11%
OW
237
Olistico Wealth
Oklahoma
$145K +$24.6K +1,094 +20%
APW
238
Acima Private Wealth
Virginia
$141K
ACA
239
Aptus Capital Advisors
Alabama
$122K +$21.9K +975 +22%
AAP
240
Arax Advisory Partners
Colorado
$121K +$61.5K +2,734 +103%
BC
241
Barrett & Company
Rhode Island
$111K
TSMHT
242
Thurston Springer Miller Herd & Titak
Indiana
$101K +$66.2K +2,943 +190%
GWANC
243
Guardian Wealth Advisors (North Carolina)
North Carolina
$99.6K
CIAS
244
Capital Investment Advisory Services
North Carolina
$88.8K +$58.6K +2,603 +194%
WAS
245
Winch Advisory Services
Wisconsin
$64.4K +$540 +24 +0.8%
VWWMG
246
Vermillion & White Wealth Management Group
Pennsylvania
$55.6K +$2.43K +108 +5%
MSWA
247
Marshall & Sterling Wealth Advisors
New York
$51.2K +$7.72K +343 +18%
SS
248
Sunbelt Securities
Texas
$49.6K
MCM
249
MAI Capital Management
Ohio
$45.6K +$45.6K +2,027 New
LFG
250
Larson Financial Group
Missouri
$40.1K +$20.3K +900 +102%