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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
CIA
101
Concurrent Investment Advisors
Florida
$5.4M -$4.46M -196,820 -45%
VWM
102
Vigil Wealth Management
Florida
$5.15M +$385K +17,008 +8%
Natixis Advisors
103
Natixis Advisors
Massachusetts
$5.07M +$2.65M +116,884 +106%
LBC
104
Leigh Baldwin & Co
New York
$4.65M +$436K +19,272 +10%
BFS
105
Boyer Financial Services
California
$4.63M +$256K +11,307 +6%
IA
106
Inspire Advisors
Idaho
$4.57M +$214K +9,449 +5%
CAL
107
Capital Analysts LLC
Pennsylvania
$4.45M +$813K +35,910 +22%
OC
108
Oppenheimer & Co
New York
$4.25M +$337K +14,882 +8%
SCFS
109
Stewardship Concepts Financial Services
Washington
$4.09M +$733K +32,350 +21%
MFN
110
Midwest Financial Network
Illinois
$4.09M -$277K -12,237 -6%
DC
111
Davenport & Co
Virginia
$3.92M -$137K -6,069 -3%
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$3.89M +$3.91M +172,723 +12,138%
CFB
113
Cullen/Frost Bankers
Texas
$3.8M +$211K +9,333 +6%
WWM
114
Western Wealth Management
Colorado
$3.75M +$919K +40,583 +32%
CAAM
115
Cornerstone Advisors Asset Management
Pennsylvania
$3.74M +$399K +17,605 +12%
LFAS
116
Level Four Advisory Services
Texas
$3.63M -$52.8K -2,332 -1%
Ameriprise
117
Ameriprise
Minnesota
$3.58M -$391K -17,268 -10%
CL
118
CLG LLC
California
$3.56M +$477K +21,082 +15%
NFG
119
Nations Financial Group
Iowa
$3.48M +$324K +14,315 +10%
PIA
120
Perennial Investment Advisors
California
$3.46M +$250K +11,035 +8%
CGPCS
121
Capital Group Private Client Services
California
$3.39M +$1.52K +67 +0%
SWP
122
Stratos Wealth Partners
Ohio
$3.28M +$231K +10,214 +7%
SF
123
Summit Financial
New Jersey
$3.26M -$81.7K -3,610 -2%
IA
124
IFP Advisors
Florida
$3.23M +$384K +16,978 +13%
PFS
125
Prospera Financial Services
Texas
$3.2M +$177K +7,818 +6%