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Capital Group Core Plus Income ETF

256 hedge funds and large institutions have $4.03B invested in Capital Group Core Plus Income ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 152 increasing their positions, 63 reducing their positions, and 10 closing their positions.

Holders
256
Holders Change
+13
Holders Change %
+5.35%
% of All Funds
3.44%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.38%
New
27
Increased
152
Reduced
63
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$34.7M 1,541,135 +63,243 +4%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$34.7M 1,540,954 +129,706 +9%
Osaic Holdings
28
Osaic Holdings
Arizona
$29.6M 1,327,864 -707,979 -35%
MSWM
29
McGlone Suttner Wealth Management
Wisconsin
$29.3M 1,302,354 +46,080 +4%
AWC
30
Adamsbrown Wealth Consultants
Kansas
$28.4M 1,261,494 +43,926 +4%
CWS
31
Confluence Wealth Services
Pennsylvania
$27.8M 1,236,582 +61,926 +5%
IA
32
IAM Advisory
Pennsylvania
$27M 1,200,730 +36,999 +3%
DJSG
33
D.J. St. Germain
Massachusetts
$24.4M 1,082,767 -31,815 -3%
BWP
34
Bernardo Wealth Planning
Pennsylvania
$23.8M 1,058,461 -104,732 -9%
MHB
35
Midwest Heritage Bank
Iowa
$22.7M 1,010,208 +28,926 +3%
Jane Street
36
Jane Street
New York
$22.2M 985,556 +463,563 +89%
IPA
37
Investment Planning Advisors
Georgia
$18.9M 841,368 -24,211 -3%
QWM
38
Quadcap Wealth Management
Texas
$18.2M 808,253 +77,185 +11%
MLRA
39
Main Line Retirement Advisors
Montana
$18M 799,723 -16,526 -2%
SMM
40
Stadion Money Management
Georgia
$17.3M 774,924 -49,800 -6%
CCM
41
Condor Capital Management
New Jersey
$17M 754,231 +24,772 +3%
DWM
42
Diversify Wealth Management
Utah
$16.9M 751,401 +72,879 +11%
AFA
43
AA Financial Advisors
Ohio
$16.8M 747,854 -5,332 -0.7%
FWS
44
FinDec Wealth Services
California
$16.7M 741,825 +6,657 +0.9%
DADC
45
D.A. Davidson & Co
Montana
$16.7M 741,373 +46,432 +7%
RA
46
Ruggaard & Associates
Ohio
$15.2M 674,361 +22,304 +3%
NF
47
NavPoint Financial
Minnesota
$12.6M 559,271 +172,135 +44%
CWA
48
Clearview Wealth Advisors
Oregon
$12.4M 549,551 +16,824 +3%
NECFA
49
New England Capital Financial Advisors
Connecticut
$12.2M 543,893 +41,888 +8%
CF
50
Convergence Financial
Missouri
$10.9M 484,386 -10,104 -2%