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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
CHWM
251
Cauble & Harre Wealth Management
Missouri
$281K -$90.4K -3,991 -24%
SN
252
Sittner & Nelson
Oregon
$280K +$176K +7,779 +163%
Focus Partners Wealth
253
Focus Partners Wealth
Massachusetts
$278K
AI
254
Atria Investments
North Carolina
$278K +$282K +12,434 New
BWA
255
Beam Wealth Advisors
Louisiana
$272K
BCM
256
Brookstone Capital Management
Illinois
$270K -$40.4K -1,786 -13%
MOS
257
MGO One Seven
Ohio
$259K
IAS
258
Integrity Advisory Solutions
Texas
$251K -$54.8K -2,422 -18%
AIM
259
Advyzon Investment Management
Illinois
$246K +$249K +11,006 New
SFGM
260
Stonebridge Financial Group (Missouri)
Missouri
$246K
UPS
261
UHLMANN PRICE SECURITIES
Illinois
$240K +$521 +23 +0.2%
CF
262
Centaurus Financial
California
$237K -$29.4K -1,298 -11%
BB
263
Burford Brothers
Texas
$234K
BWM
264
BCS Wealth Management
Tennessee
$233K -$108K -4,756 -31%
CL
265
CIM LLC
New York
$233K -$20.5K -905 -8%
ACA
266
Ascension Capital Advisors
Texas
$220K
YWS
267
Yarger Wealth Strategies
Ohio
$211K +$2.33K +103 +1%
EWA
268
Etesian Wealth Advisors
Oregon
$209K +$3.4K +150 +2%
BCG
269
Breakwater Capital Group
New Jersey
$207K -$725 -32 -0.3%
FPGK
270
Financial Partners Group (Kansas)
Kansas
$201K
OW
271
Olistico Wealth
Oklahoma
$176K +$24.7K +1,092 +16%
SPIA
272
Steward Partners Investment Advisory
New York
$171K +$9.4K +415 +6%
BFS
273
Bare Financial Services
Pennsylvania
$167K
CFD
274
Creative Financial Designs
Indiana
$152K +$32.2K +1,423 +26%
CTC
275
Central Trust Company
Missouri
$121K +$112K +4,925 +968%