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Capital Group Core Plus Income ETF

308 hedge funds and large institutions have $5.14B invested in Capital Group Core Plus Income ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 180 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 14

253% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 51

15% more funds holding

Funds holding: 268308 (+40)

11% more capital invested

Capital invested by funds: $4.62B → $5.14B (+$516M)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

0.82% less ownership

Funds ownership: 80.5%79.68% (-0.82%)

Holders
308
Holders Change
+40
Holders Change %
+14.93%
% of All Funds
3.75%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.35%
New
59
Increased
180
Reduced
51
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
Inspire Advisors
Idaho
$4.41M +$109K +4,788 +3%
LBC
102
Leigh Baldwin & Co
New York
$4.27M +$111K +4,896 +3%
DC
103
Davenport & Co
Virginia
$4.11M +$202K +8,859 +5%
Ameriprise
104
Ameriprise
Minnesota
$4.02M +$3.3M +144,928 +446%
OC
105
Oppenheimer & Co
New York
$3.97M +$35.1K +1,543 +0.9%
LFAS
106
Level Four Advisory Services
Texas
$3.74M -$166K -7,293 -4%
CAL
107
Capital Analysts LLC
Pennsylvania
$3.69M +$1.07M +46,924 +40%
CFB
108
Cullen/Frost Bankers
Texas
$3.64M +$987K +43,354 +37%
CGPCS
109
Capital Group Private Client Services
California
$3.44M +$612K +26,888 +22%
SCFS
110
Stewardship Concepts Financial Services
Washington
$3.41M +$3.43M +150,667 New
CAAM
111
Cornerstone Advisors Asset Management
Pennsylvania
$3.39M +$3.41M +149,928 New
SF
112
Summit Financial
New Jersey
$3.39M +$450K +19,794 +15%
CA
113
Continuum Advisory
Idaho
$3.29M +$320K +14,046 +11%
JP Morgan Chase
114
JP Morgan Chase
New York
$3.28M +$585K +25,694 +22%
PIA
115
Perennial Investment Advisors
California
$3.25M +$1.18M +51,743 +56%
Comerica Bank
116
Comerica Bank
Texas
$3.23M +$933K +41,011 +40%
NFG
117
Nations Financial Group
Iowa
$3.2M +$138K +6,055 +4%
CL
118
CLG LLC
California
$3.13M +$564K +24,775 +22%
SWP
119
Stratos Wealth Partners
Ohio
$3.09M +$982K +43,152 +46%
PFS
120
Prospera Financial Services
Texas
$3.07M -$636K -27,954 -17%
BAM
121
Belpointe Asset Management
Nevada
$3.06M +$52.6K +2,310 +2%
GIP
122
Greatmark Investment Partners
Georgia
$3M +$370K +16,250 +14%
IA
123
IFP Advisors
Florida
$2.89M +$393K +17,283 +16%
WWM
124
Western Wealth Management
Colorado
$2.88M +$106K +4,674 +4%
RIL
125
Rothschild Investment LLC
Illinois
$2.87M +$48.4K +2,125 +2%