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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
IWM
76
IHT Wealth Management
Illinois
$5.82M
LWMNY
77
Landmark Wealth Management (New York)
New York
$5.65M
GWM
78
Geneos Wealth Management
Colorado
$5.65M
CWP
79
Core Wealth Partners
California
$5.56M
NA
80
NewEdge Advisors
Louisiana
$5.52M
SCM
81
SOL Capital Management
Maryland
$5.49M
LWM
82
Lodestone Wealth Management
Washington
$5.48M
STA
83
Smith Thornton Advisors
Alabama
$5.46M
Citadel Advisors
84
Citadel Advisors
Florida
$5.36M
EW
85
Entruity Wealth
California
$5.29M
EH
86
Equitable Holdings
New York
$5.26M
FZCM
87
Flynn Zito Capital Management
New York
$5.19M
IPA
88
Investment Planning Advisors
Georgia
$5.18M
SIM
89
Studio Investment Management
Illinois
$4.77M
CF
90
Centaurus Financial
California
$4.67M
GRP
91
Global Retirement Partners
California
$4.44M
AF
92
Affiance Financial
Minnesota
$4.37M
IA
93
Inspire Advisors
Idaho
$4.32M
LBC
94
Leigh Baldwin & Co
New York
$4.18M
VA
95
VestGen Advisors
Illinois
$4.15M
OC
96
Oppenheimer & Co
New York
$3.95M
DC
97
Davenport & Co
Virginia
$3.92M
LFAS
98
Level Four Advisory Services
Texas
$3.92M
KWM
99
Kingsview Wealth Management
Oregon
$3.84M
PFS
100
Prospera Financial Services
Texas
$3.72M