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Capital Group Core Plus Income ETF

309 hedge funds and large institutions have $6.03B invested in Capital Group Core Plus Income ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 193 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 54

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

17% more capital invested

Capital invested by funds: $5.14B → $6.03B (+$895M)

3.23% more ownership

Funds ownership: 79.68%82.92% (+3.2%)

0% more funds holding

Funds holding: 308309 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

Holders
309
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
3.81%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.36%
New
30
Increased
193
Reduced
54
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JDLA
51
J. Derek Lewis & Associates
California
$14.8M +$561K +24,764 +4%
FWS
52
FinDec Wealth Services
California
$14.4M -$1.52M -67,120 -9%
IAA
53
Independent Advisor Alliance
North Carolina
$14.2M +$14.4M +635,412 New
RA
54
Ruggaard & Associates
Ohio
$14.2M +$232K +10,245 +2%
SA
55
Sovran Advisors
California
$14M +$758K +33,457 +6%
SMM
56
Stadion Money Management
Georgia
$14M +$283K +12,480 +2%
JCA
57
January Capital Advisors
California
$13.3M +$13.5M +594,252 New
Truist Financial
58
Truist Financial
North Carolina
$13.2M +$3.68M +162,402 +38%
PAG
59
Private Advisor Group
New Jersey
$13.2M +$1.12M +49,295 +9%
EWA
60
EP Wealth Advisors
California
$13.1M -$286K -12,649 -2%
BAG
61
Bridgewealth Advisory Group
California
$12.7M +$1.81M +80,144 +16%
GFG
62
Greenbush Financial Group
New York
$12.6M +$2.58M +113,872 +25%
CF
63
Convergence Financial
Missouri
$12.3M +$350K +15,447 +3%
WA
64
WBH Advisory
Maryland
$11.8M +$426K +18,816 +4%
EH
65
Equitable Holdings
New York
$11.5M +$6.05M +267,021 +109%
MA
66
Mutual Advisors
Nebraska
$11.4M +$355K +15,697 +3%
ATPW
67
Ashton Thomas Private Wealth
Arizona
$11M +$1.3M +57,240 +13%
AFA
68
AA Financial Advisors
Ohio
$10.9M -$7.33M -323,687 -40%
EW
69
Entruity Wealth
California
$10.3M +$616K +27,199 +6%
SI
70
Stephens Inc
Arkansas
$9.99M +$303K +13,371 +3%
CFG
71
Compton Financial Group
Maryland
$9.75M +$9.38M +414,361 +1,877%
Citadel Advisors
72
Citadel Advisors
Florida
$9.61M +$2.09M +92,383 +27%
FFP
73
Freedom Financial Partners
Minnesota
$9.5M +$369K +16,311 +4%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$9.22M +$479K +21,171 +5%
NA
75
NewEdge Advisors
Louisiana
$8.94M +$916K +40,468 +11%