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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
AWC
76
Adamsbrown Wealth Consultants
Kansas
$8.73M -$853K -37,688 -9%
LWM
77
Lodestone Wealth Management
Washington
$8.23M +$1.36M +60,101 +19%
KAS
78
Kestra Advisory Services
Texas
$8.17M +$105K +4,617 +1%
AF
79
Affiance Financial
Minnesota
$7.86M +$2.41M +106,435 +43%
Cerity Partners
80
Cerity Partners
New York
$7.84M +$6.19M +273,226 +351%
LWMNY
81
Landmark Wealth Management (New York)
New York
$7.56M +$1.65M +73,027 +28%
IPA
82
Investment Planning Advisors
Georgia
$7.52M +$89.3K +3,945 +1%
ACA
83
Alpha Capital Advisors
Maine
$7.41M +$32.2K +1,421 +0.4%
SFC
84
Swisher Financial Concepts
Ohio
$7.19M +$725K +32,017 +11%
FFA
85
Farther Finance Advisors
California
$6.85M +$1.99M +87,916 +40%
Mariner
86
Mariner
Kansas
$6.58M +$273K +12,074 +4%
FZCM
87
Flynn Zito Capital Management
New York
$6.49M +$1.2M +53,000 +22%
CFGF
88
Compass Financial Group (Florida)
Florida
$6.44M -$53.6K -2,366 -0.8%
GWM
89
Geneos Wealth Management
Colorado
$6.29M +$238K +10,499 +4%
IWM
90
IHT Wealth Management
Illinois
$6.19M +$271K +11,946 +5%
SAM
91
Smartleaf Asset Management
Massachusetts
$6.18M +$351K +15,501 +6%
CWP
92
Core Wealth Partners
California
$6.09M +$3.94K +174 +0.1%
GWP
93
Gateway Wealth Partners
Wisconsin
$5.96M +$4.94M +218,130 +449%
STA
94
Smith Thornton Advisors
Alabama
$5.92M +$191K +8,423 +3%
NECFA
95
New England Capital Financial Advisors
Connecticut
$5.88M -$6.61M -291,932 -53%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$5.83M +$5.91M +261,158 New
KCP
97
Kera Capital Partners
California
$5.74M +$66.7K +2,947 +1%
SIM
98
Studio Investment Management
Illinois
$5.71M +$506K +22,346 +10%
FSBI
99
Fearless Solutions (Best Invest)
Texas
$5.71M -$262K -11,549 -4%
HAIM
100
Hunter Associates Investment Management
Pennsylvania
$5.42M +$1.03M +45,534 +23%