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Capital Group Core Plus Income ETF

243 hedge funds and large institutions have $3.55B invested in Capital Group Core Plus Income ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 150 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+7
Holders Change %
+2.97%
% of All Funds
3.3%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.37%
New
24
Increased
150
Reduced
53
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
P
51
&Partners
Tennessee
$10.3M +$1.2M +53,636 +13%
WA
52
WBH Advisory
Maryland
$9.28M +$580K +25,818 +7%
EWA
53
EverSource Wealth Advisors
Alabama
$9.11M +$1.87M +83,197 +26%
NF
54
NavPoint Financial
Minnesota
$8.69M +$1.75M +78,033 +25%
PAG
55
Private Advisor Group
New Jersey
$8.58M +$776K +34,571 +10%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$8.57M +$1.01M +44,839 +13%
CIA
57
Concurrent Investment Advisors
Florida
$8.09M +$409K +18,199 +5%
FFP
58
Freedom Financial Partners
Minnesota
$8.01M +$428K +19,044 +6%
AWS
59
Atria Wealth Solutions
New York
$8M +$3.24M +144,128 +68%
GFG
60
Greenbush Financial Group
New York
$7.46M +$362K +16,114 +5%
BEI
61
Benjamin Edwards Inc
Missouri
$7.08M +$950K +42,326 +15%
VA
62
Valmark Advisers
Ohio
$6.83M +$3.34M +148,812 +96%
CFGF
63
Compass Financial Group (Florida)
Florida
$6.75M -$108K -4,821 -2%
SCM
64
SOL Capital Management
Maryland
$6.4M +$1.09M +48,720 +21%
ATPW
65
Ashton Thomas Private Wealth
Arizona
$5.81M +$795K +35,428 +16%
SA
66
Sovran Advisors
California
$5.79M +$2.32M +104,562 +67%
SFC
67
Swisher Financial Concepts
Ohio
$5.75M +$2.96M +131,895 +106%
AAS
68
Avantax Advisory Services
Texas
$5.75M +$875K +38,997 +18%
FZCM
69
Flynn Zito Capital Management
New York
$5.64M +$4.96M +220,997 +732%
KCP
70
Kera Capital Partners
California
$5.6M -$225K -10,015 -4%
LWMNY
71
Landmark Wealth Management (New York)
New York
$5.41M -$88.1K -3,924 -2%
Mariner
72
Mariner
Kansas
$5.17M +$199K +8,880 +4%
KAS
73
Kestra Advisory Services
Texas
$5.15M -$732K -32,622 -12%
SAM
74
Smartleaf Asset Management
Massachusetts
$5.06M +$2.29M +101,976 +82%
LWM
75
Lodestone Wealth Management
Washington
$5.03M +$122K +5,436 +2%