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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
CA
126
Continuum Advisory
Idaho
$3.18M -$75.5K -3,336 -2%
EPW
127
Endeavor Private Wealth
Kansas
$3.17M +$502K +22,155 +19%
GIP
128
Greatmark Investment Partners
Georgia
$3.17M +$215K +9,489 +7%
RIL
129
Rothschild Investment LLC
Illinois
$3.03M +$203K +8,945 +7%
GVAG
130
Great Valley Advisor Group
Delaware
$2.93M +$2.53M +111,741 +572%
FMN
131
Financial Management Network
California
$2.8M +$97.5K +4,304 +4%
BAM
132
Belpointe Asset Management
Nevada
$2.8M -$226K -9,983 -7%
WIA
133
World Investment Advisors
California
$2.78M +$886K +39,121 +46%
LWM
134
LongView Wealth Management
Georgia
$2.67M +$25.8K +1,139 +1%
FFS
135
Forge Financial Services
Oklahoma
$2.6M -$103K -4,565 -4%
Citigroup
136
Citigroup
New York
$2.6M +$150K +6,640 +6%
AssetMark Inc
137
AssetMark Inc
California
$2.59M +$631K +27,845 +32%
KWM
138
Kingsview Wealth Management
Oregon
$2.46M -$301K -13,303 -11%
BVP
139
Bristlecone Value Partners
California
$2.43M +$457K +20,199 +23%
CL
140
CVFG LLC
Indiana
$2.36M +$712K +31,453 +42%
MFG
141
Magnus Financial Group
New York
$2.22M +$401K +17,689 +22%
BCI
142
Brinker Capital Investments
Pennsylvania
$2.09M +$215K +9,500 +11%
CWM
143
Cornerstone Wealth Management
Missouri
$2.06M -$161K -7,123 -7%
CWP
144
Cyndeo Wealth Partners
Florida
$2.04M +$205K +9,033 +11%
DAS
145
Dynamic Advisor Solutions
Arizona
$1.96M +$62.6K +2,763 +3%
JP Morgan Chase
146
JP Morgan Chase
New York
$1.95M -$1.29M -57,065 -39%
AFP
147
Ausdal Financial Partners
Iowa
$1.91M +$119K +5,242 +7%
KPWS
148
Kestra Private Wealth Services
Texas
$1.9M +$570K +25,155 +42%
FA
149
Fiduciary Alliance
South Carolina
$1.77M +$84.7K +3,739 +5%
KFP
150
KMG Fiduciary Partners
Ohio
$1.74M +$71K +3,134 +4%