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Capital Group Core Plus Income ETF

298 hedge funds and large institutions have $5.11B invested in Capital Group Core Plus Income ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 178 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
101
Davenport & Co
Virginia
$4.11M
Ameriprise
102
Ameriprise
Minnesota
$4.02M
OC
103
Oppenheimer & Co
New York
$3.97M
LFAS
104
Level Four Advisory Services
Texas
$3.74M
CAL
105
Capital Analysts LLC
Pennsylvania
$3.69M
CFB
106
Cullen/Frost Bankers
Texas
$3.64M
CGPCS
107
Capital Group Private Client Services
California
$3.44M
SCFS
108
Stewardship Concepts Financial Services
Washington
$3.41M
CAAM
109
Cornerstone Advisors Asset Management
Pennsylvania
$3.39M
SF
110
Summit Financial
New Jersey
$3.39M
CA
111
Continuum Advisory
Idaho
$3.29M
JP Morgan Chase
112
JP Morgan Chase
New York
$3.28M
PIA
113
Perennial Investment Advisors
California
$3.25M
Comerica Bank
114
Comerica Bank
Texas
$3.23M
NFG
115
Nations Financial Group
Iowa
$3.2M
CL
116
CLG LLC
California
$3.13M
SWP
117
Stratos Wealth Partners
Ohio
$3.09M
PFS
118
Prospera Financial Services
Texas
$3.07M
BAM
119
Belpointe Asset Management
Nevada
$3.06M
GIP
120
Greatmark Investment Partners
Georgia
$3M
IA
121
IFP Advisors
Florida
$2.89M
WWM
122
Western Wealth Management
Colorado
$2.88M
RIL
123
Rothschild Investment LLC
Illinois
$2.87M
KWM
124
Kingsview Wealth Management
Oregon
$2.79M
FFS
125
Forge Financial Services
Oklahoma
$2.74M