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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
EWA
51
EverSource Wealth Advisors
Alabama
$14.1M +$4.04M +177,542 +40%
SMM
52
Stadion Money Management
Georgia
$13.9M -$3.29M -144,746 -19%
CWA
53
Clearview Wealth Advisors
Oregon
$13.7M +$42.5K +1,866 +0.3%
EWA
54
EP Wealth Advisors
California
$13.6M +$13.7M +600,336 New
SA
55
Sovran Advisors
California
$13.5M +$716K +31,461 +6%
NECFA
56
New England Capital Financial Advisors
Connecticut
$12.6M -$297K -13,069 -2%
PAG
57
Private Advisor Group
New Jersey
$12.3M +$2.18M +95,749 +21%
CF
58
Convergence Financial
Missouri
$12.1M +$449K +19,746 +4%
WA
59
WBH Advisory
Maryland
$11.5M +$633K +27,802 +6%
MA
60
Mutual Advisors
Nebraska
$11.2M -$104K -4,562 -0.9%
BAG
61
Bridgewealth Advisory Group
California
$11.1M +$2.53M +111,012 +29%
BEI
62
Benjamin Edwards Inc
Missouri
$11M +$2.33M +102,194 +26%
GFG
63
Greenbush Financial Group
New York
$10.2M +$1.48M +65,023 +17%
CIA
64
Concurrent Investment Advisors
Florida
$9.93M +$3.37M +148,065 +51%
ATPW
65
Ashton Thomas Private Wealth
Arizona
$9.86M +$1.07M +46,987 +12%
EW
66
Entruity Wealth
California
$9.84M +$4.59M +201,571 +87%
SI
67
Stephens Inc
Arkansas
$9.82M +$958K +42,082 +11%
Truist Financial
68
Truist Financial
North Carolina
$9.71M +$1.68M +73,792 +21%
AWC
69
Adamsbrown Wealth Consultants
Kansas
$9.7M -$23.4M -1,028,471 -71%
FFP
70
Freedom Financial Partners
Minnesota
$9.25M +$588K +25,826 +7%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$8.86M +$8.2M +360,334 +1,155%
KAS
72
Kestra Advisory Services
Texas
$8.17M +$1.29M +56,647 +19%
NA
73
NewEdge Advisors
Louisiana
$8.14M +$2.65M +116,545 +48%
Citadel Advisors
74
Citadel Advisors
Florida
$7.64M +$2.31M +101,649 +43%
IPA
75
Investment Planning Advisors
Georgia
$7.53M +$2.38M +104,629 +46%