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Capital Group Core Plus Income ETF

308 hedge funds and large institutions have $5.14B invested in Capital Group Core Plus Income ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 180 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 14

253% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 51

15% more funds holding

Funds holding: 268308 (+40)

11% more capital invested

Capital invested by funds: $4.62B → $5.14B (+$516M)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

0.82% less ownership

Funds ownership: 80.5%79.68% (-0.82%)

Holders
308
Holders Change
+40
Holders Change %
+14.93%
% of All Funds
3.75%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.35%
New
59
Increased
180
Reduced
51
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
226
Founders Financial Securities
Maryland
$424K
BFG
227
Bleakley Financial Group
New Jersey
$406K -$51.2K -2,249 -11%
SGI
228
Summit Global Investments
Utah
$404K +$42.4K +1,863 +12%
PWA
229
Peterson Wealth Advisors
Utah
$396K -$30.2K -1,328 -7%
RWP
230
Ridgeline Wealth Planning
Ohio
$394K +$12.6K +555 +3%
TI
231
tru Independence
Oregon
$387K -$11.2K -494 -3%
GS
232
GTS Securities
New York
$383K +$385K +16,903 New
CHWM
233
Cauble & Harre Wealth Management
Missouri
$375K +$377K +16,560 New
AWM
234
Axxcess Wealth Management
California
$359K +$361K +15,858 New
GKWIM
235
Gerber Kawasaki Wealth & Investment Management
California
$357K -$10.8K -474 -3%
FP
236
Financial Perspectives
Minnesota
$354K +$103K +4,536 +41%
SIAP
237
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$353K
EWP
238
Elevation Wealth Partners
California
$351K +$163K +7,164 +86%
BWM
239
BCS Wealth Management
Tennessee
$344K +$346K +15,194 New
CA
240
Carson Advisory
Georgia
$333K +$48.6K +2,135 +17%
TWM
241
Tortuga Wealth Management
California
$322K +$324K +14,239 New
TWM
242
Tradition Wealth Management
Minnesota
$318K -$44.9K -1,973 -12%
BCM
243
Brookstone Capital Management
Illinois
$314K -$64.2K -2,821 -17%
TF
244
Tudor Financial
Ohio
$313K -$7.19K -316 -2%
IAS
245
Integrity Advisory Solutions
Texas
$309K -$6.1K -268 -2%
TC
246
Trilogy Capital
California
$303K +$30.1K +1,323 +11%
EWP
247
Equity Wealth Partners
Missouri
$299K +$301K +13,227 New
JWCA
248
J.W. Cole Advisors
Florida
$297K +$2.09K +92 +0.6%
FFA
249
Frazier Financial Advisors
Ohio
$287K
Focus Partners Wealth
250
Focus Partners Wealth
Massachusetts
$282K -$28.9K -1,268 -9%