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Capital Group Core Plus Income ETF

243 hedge funds and large institutions have $3.55B invested in Capital Group Core Plus Income ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 150 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+7
Holders Change %
+2.97%
% of All Funds
3.3%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.37%
New
24
Increased
150
Reduced
53
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWP
101
Wise Wealth Partners
Arizona
$2.48M +$545K +24,269 +28%
CF
102
Centaurus Financial
California
$2.44M +$2.44M +108,798 New
DC
103
Davenport & Co
Virginia
$2.4M +$116K +5,146 +5%
CGPCS
104
Capital Group Private Client Services
California
$2.38M -$472K -21,044 -17%
OC
105
Oppenheimer & Co
New York
$2.37M +$383K +17,069 +19%
CP
106
Capital Planning
Washington
$2.35M +$1.63M +72,434 +224%
CWM
107
Cornerstone Wealth Management
Missouri
$2.34M -$70K -3,119 -3%
AF
108
Advisornet Financial
Minnesota
$2.33M +$678K +30,202 +41%
IA
109
IFP Advisors
Florida
$2.31M +$2.15M +95,636 +1,351%
Comerica Bank
110
Comerica Bank
Texas
$2.3M -$15.9K -707 -0.7%
NA
111
NewEdge Advisors
Louisiana
$2.23M +$317K +14,123 +17%
CL
112
CLG LLC
California
$2.1M +$183K +8,161 +10%
HAIM
113
Hunter Associates Investment Management
Pennsylvania
$2.09M +$156K +6,938 +8%
BWM
114
BlackDiamond Wealth Management
New York
$2.06M +$89.4K +4,035 +5%
GIP
115
Greatmark Investment Partners
Georgia
$2.05M +$432K +19,265 +27%
DAS
116
Dynamic Advisor Solutions
Arizona
$2.03M +$157K +6,994 +8%
AF
117
Allworth Financial
California
$2M -$163K -7,311 -8%
MSAM
118
Moloney Securities Asset Management
Missouri
$1.99M +$24.6K +1,094 +1%
LWM
119
LongView Wealth Management
Georgia
$1.95M +$57.3K +2,554 +3%
EPW
120
Endeavor Private Wealth
Kansas
$1.72M +$342K +15,240 +25%
FMN
121
Financial Management Network
California
$1.71M +$495K +22,352 +41%
AC
122
AlphaCore Capital
California
$1.69M +$1.69M +75,300 New
CWP
123
Cyndeo Wealth Partners
Florida
$1.64M +$391K +17,424 +31%
SWM
124
Silverlake Wealth Management
Vermont
$1.63M -$107K -4,747 -6%
MWM
125
Meridian Wealth Management
Kentucky
$1.61M +$503K +22,395 +45%