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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
HP
251
Holistic Planning
Texas
$279K -$27.3K -1,200 -9%
IA
252
Integrity Alliance
Iowa
$276K +$278K +12,195 New
SWP
253
Sagespring Wealth Partners
Tennessee
$276K +$28.2K +1,240 +11%
BWA
254
Beam Wealth Advisors
Louisiana
$275K +$10.9K +478 +4%
CF
255
Centaurus Financial
California
$270K -$4.41M -193,769 -94%
NAS
256
NWF Advisory Services
California
$270K +$271K +11,919 New
MOS
257
MGO One Seven
Ohio
$262K +$14.8K +650 +6%
MBC
258
Michael Brady & Co
Ohio
$261K +$262K +11,510 New
CA
259
CoreCap Advisors
Michigan
$259K +$19.3K +847 +8%
CL
260
CIM LLC
New York
$256K +$31.1K +1,365 +14%
SFGM
261
Stonebridge Financial Group (Missouri)
Missouri
$249K +$250K +10,990 New
UPS
262
UHLMANN PRICE SECURITIES
Illinois
$243K +$244K +10,735 New
BB
263
Burford Brothers
Texas
$237K
ACA
264
Ascension Capital Advisors
Texas
$223K +$224K +9,851 New
AAS
265
Ameritas Advisory Services
Nebraska
$212K -$685K -30,112 -76%
YWS
266
Yarger Wealth Strategies
Ohio
$211K +$2.85K +125 +1%
Qube Research & Technologies (QRT)
267
Qube Research & Technologies (QRT)
United Kingdom
$211K +$212K +9,307 New
BCG
268
Breakwater Capital Group
New Jersey
$210K +$3.19K +140 +2%
EWA
269
Etesian Wealth Advisors
Oregon
$208K +$209K +9,200 New
FPGK
270
Financial Partners Group (Kansas)
Kansas
$204K
FHA
271
Flagship Harbor Advisors
Massachusetts
$200K -$2.09K -92 -1%
GWM
272
Greenline Wealth Management
Florida
$200K +$201K +8,819 New
BFS
273
Bare Financial Services
Pennsylvania
$170K +$170K +7,489 New
SPIA
274
Steward Partners Investment Advisory
New York
$164K +$21.1K +926 +15%
OW
275
Olistico Wealth
Oklahoma
$154K +$155K +6,804 New