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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
SFGP
26
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$46.1M +$1.85M +81,719 +4%
KIM
27
Kestra Investment Management
Texas
$44.8M +$8.69M +383,965 +24%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$43.7M +$6.81M +300,950 +18%
CWS
29
Confluence Wealth Services
Pennsylvania
$37.3M +$4.78M +210,997 +14%
Bank of America
30
Bank of America
North Carolina
$32.6M +$10.1M +445,935 +44%
MSWM
31
McGlone Suttner Wealth Management
Wisconsin
$32M +$1.14M +50,498 +4%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$29.8M -$3.46M -152,931 -10%
MHB
33
Midwest Heritage Bank
Iowa
$29.6M +$5.49M +242,411 +22%
IA
34
IAM Advisory
Pennsylvania
$28.5M +$394K +17,388 +1%
BWP
35
Bernardo Wealth Planning
Pennsylvania
$26.7M +$810K +35,792 +3%
WTFG
36
Wood Tarver Financial Group
Idaho
$26.6M +$1.77M +78,259 +7%
DJSG
37
D.J. St. Germain
Massachusetts
$25.9M +$432K +19,080 +2%
MA
38
MCF Advisors
Kentucky
$25.5M +$25.9M +1,142,834 New
DWM
39
Diversify Wealth Management
Utah
$21.8M +$2.84M +125,453 +15%
AWM
40
Aprio Wealth Management
Georgia
$21.5M +$912K +40,253 +4%
EPW
41
Evolve Private Wealth
California
$20.5M +$3.59M +158,319 +21%
DADC
42
D.A. Davidson & Co
Montana
$20.1M +$322K +14,201 +2%
MLRA
43
Main Line Retirement Advisors
Montana
$18.7M +$10.8K +475 +0.1%
CCM
44
Condor Capital Management
New Jersey
$18.2M +$659K +29,117 +4%
JBA
45
Johnson Bixby & Associates
Washington
$17.3M -$2.44M -107,805 -12%
TWM
46
Troutman Wealth Management
Pennsylvania
$17.1M +$309K +13,656 +2%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$16.7M +$2M +88,398 +13%
TPF
48
Tribridge Partners Financial
Maryland
$15.5M +$321K +14,174 +2%
EWA
49
EverSource Wealth Advisors
Alabama
$15.5M +$1.61M +71,057 +11%
NF
50
NavPoint Financial
Minnesota
$15.3M +$588K +25,957 +4%