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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
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$33.6M +$2.7M +118,729 +9%
CWS
27
Confluence Wealth Services
Pennsylvania
$33.1M +$2.24M +98,315 +7%
MSWM
28
McGlone Suttner Wealth Management
Wisconsin
$31.3M +$1.04M +45,520 +3%
IA
29
IAM Advisory
Pennsylvania
$28.5M +$838K +36,818 +3%
BWP
30
Bernardo Wealth Planning
Pennsylvania
$26.2M +$763K +33,508 +3%
DJSG
31
D.J. St. Germain
Massachusetts
$25.8M +$327K +14,360 +1%
WTFG
32
Wood Tarver Financial Group
Idaho
$25.2M -$11.3M -498,740 -31%
MHB
33
Midwest Heritage Bank
Iowa
$24.6M +$1.26M +55,484 +5%
VA
34
Valmark Advisers
Ohio
$23.7M +$11.7M +514,232 +96%
Bank of America
35
Bank of America
North Carolina
$22.9M +$8.26M +362,833 +56%
AWM
36
Aprio Wealth Management
Georgia
$20.8M +$20.9M +919,978 New
DADC
37
D.A. Davidson & Co
Montana
$20.1M +$1.9M +83,345 +10%
JBA
38
Johnson Bixby & Associates
Washington
$20M -$112M -4,928,476 -85%
DWM
39
Diversify Wealth Management
Utah
$19.2M +$1.13M +49,790 +6%
MLRA
40
Main Line Retirement Advisors
Montana
$18.9M -$141K -6,214 -0.7%
AFA
41
AA Financial Advisors
Ohio
$18.4M -$326K -14,314 -2%
CCM
42
Condor Capital Management
New Jersey
$17.8M +$434K +19,076 +2%
EPW
43
Evolve Private Wealth
California
$17.2M +$17.3M +761,301 New
TWM
44
Troutman Wealth Management
Pennsylvania
$17.1M +$17.2M +753,693 New
FWS
45
FinDec Wealth Services
California
$16.1M -$701K -30,825 -4%
TPF
46
Tribridge Partners Financial
Maryland
$15.4M +$2.02M +88,586 +15%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$14.9M +$3.27M +143,476 +28%
NF
48
NavPoint Financial
Minnesota
$14.9M +$1.04M +45,497 +7%
JDLA
49
J. Derek Lewis & Associates
California
$14.4M +$14.5M +635,488 New
RA
50
Ruggaard & Associates
Ohio
$14.1M -$1.34M -58,993 -9%