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Capital Group Core Plus Income ETF

309 hedge funds and large institutions have $6.03B invested in Capital Group Core Plus Income ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 193 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 54

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

17% more capital invested

Capital invested by funds: $5.14B → $6.03B (+$895M)

3.23% more ownership

Funds ownership: 79.68%82.92% (+3.2%)

0% more funds holding

Funds holding: 308309 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

Holders
309
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
3.81%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.36%
New
30
Increased
193
Reduced
54
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
226
Cannon Financial Strategists
Georgia
$470K +$477K +21,050 New
AFA
227
American Financial Advisors
Georgia
$463K +$4.87K +215 +1%
GCM
228
Glaxis Capital Management
Florida
$447K
RWP
229
Ridgeline Wealth Planning
Ohio
$411K +$21.9K +966 +6%
FFS
230
Founders Financial Securities
Maryland
$410K -$11.3K -500 -3%
SGI
231
Summit Global Investments
Utah
$407K +$8.08K +357 +2%
CA
232
Carson Advisory
Georgia
$405K +$77.6K +3,428 +23%
BFG
233
Bleakley Financial Group
New Jersey
$401K
LWL
234
Leo Wealth LLC
Texas
$386K +$391K +17,274 New
TI
235
tru Independence
Oregon
$381K -$1.65K -73 -0.4%
PWA
236
Peterson Wealth Advisors
Utah
$369K -$21.4K -945 -5%
SIAP
237
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$360K +$12.5K +550 +4%
FP
238
Financial Perspectives
Minnesota
$350K +$589 +26 +0.2%
EWP
239
Elevation Wealth Partners
California
$348K +$2.63K +116 +0.7%
GKWIM
240
Gerber Kawasaki Wealth & Investment Management
California
$334K -$18.4K -811 -5%
SWP
241
Sagespring Wealth Partners
Tennessee
$328K +$56.4K +2,492 +20%
TWM
242
Tradition Wealth Management
Minnesota
$313K
TF
243
Tudor Financial
Ohio
$309K +$249 +11 +0.1%
NAS
244
NWF Advisory Services
California
$301K +$35.1K +1,548 +13%
TC
245
Trilogy Capital
California
$299K
ZIM
246
Zacks Investment Management
Illinois
$292K +$296K +13,084 New
EWP
247
Equity Wealth Partners
Missouri
$291K -$5K -221 -2%
CA
248
CoreCap Advisors
Michigan
$285K +$30K +1,325 +12%
FFA
249
Frazier Financial Advisors
Ohio
$284K
AAS
250
Ameritas Advisory Services
Nebraska
$282K +$73.5K +3,245 +35%