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Capital Group Core Plus Income ETF

262 hedge funds and large institutions have $4.61B invested in Capital Group Core Plus Income ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 176 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$143M
2 +$96M
3 +$47M
4
Morgan Stanley
Morgan Stanley
New York
+$38.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$32.4M

Top Sellers

1 -$15.8M
2 -$14.1M
3 -$13.9M
4
KIM
Kestra Investment Management
Texas
-$13.7M
5
Goldman Sachs
Goldman Sachs
New York
-$9.48M
Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
26
Wood Tarver Financial Group
Idaho
$36.6M
Baird Financial Group
27
Baird Financial Group
Wisconsin
$33.9M
KIM
28
Kestra Investment Management
Texas
$33.2M
AWC
29
Adamsbrown Wealth Consultants
Kansas
$33.1M
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$31M
CWS
31
Confluence Wealth Services
Pennsylvania
$31M
MSWM
32
McGlone Suttner Wealth Management
Wisconsin
$30.3M
IA
33
IAM Advisory
Pennsylvania
$27.7M
DJSG
34
D.J. St. Germain
Massachusetts
$25.6M
BWP
35
Bernardo Wealth Planning
Pennsylvania
$25.6M
MHB
36
Midwest Heritage Bank
Iowa
$23.4M
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$21.1M
QWM
38
Quadcap Wealth Management
Texas
$19.9M
MLRA
39
Main Line Retirement Advisors
Montana
$19.1M
AFA
40
AA Financial Advisors
Ohio
$18.8M
DADC
41
D.A. Davidson & Co
Montana
$18.3M
DWM
42
Diversify Wealth Management
Utah
$18.1M
CCM
43
Condor Capital Management
New Jersey
$17.4M
SMM
44
Stadion Money Management
Georgia
$17.3M
FWS
45
FinDec Wealth Services
California
$16.9M
RA
46
Ruggaard & Associates
Ohio
$15.5M
Bank of America
47
Bank of America
North Carolina
$14.8M
NF
48
NavPoint Financial
Minnesota
$14M
CWA
49
Clearview Wealth Advisors
Oregon
$13.7M
TPF
50
Tribridge Partners Financial
Maryland
$13.4M