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Capital Group Core Plus Income ETF

262 hedge funds and large institutions have $4.61B invested in Capital Group Core Plus Income ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 176 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$143M
2 +$96M
3 +$47M
4
Morgan Stanley
Morgan Stanley
New York
+$38.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$32.4M

Top Sellers

1 -$15.8M
2 -$14.1M
3 -$13.9M
4
KIM
Kestra Investment Management
Texas
-$13.7M
5
Goldman Sachs
Goldman Sachs
New York
-$9.48M
Name Holding Trade Value Shares
Change
Change in
Stake
UAG
151
United Advisor Group
Ohio
$1.08M
OMC
152
Old Mission Capital
Illinois
$1.03M
SFWC
153
Strategic Family Wealth Counselors
New Jersey
$1.01M
AssetMark Inc
154
AssetMark Inc
California
$1M
WCM
155
Wealthcare Capital Management
Virginia
$977K
IPW
156
Intergy Private Wealth
Colorado
$942K
Envestnet Portfolio Solutions
157
Envestnet Portfolio Solutions
Illinois
$932K
TA
158
TrueWealth Advisors
Alabama
$923K
MFG
159
Mann Financial Group
Minnesota
$908K
AAS
160
Ameritas Advisory Services
Nebraska
$897K
AA
161
Advisory Alpha
Michigan
$886K
AAS
162
Asset Allocation Strategies
Michigan
$865K
RIS
163
Richmond Investment Services
Wisconsin
$850K
EWA
164
EQ Wealth Advisors
Texas
$845K
TWP
165
Tempus Wealth Planning
California
$843K
Koshinski Asset Management
166
Koshinski Asset Management
Illinois
$827K
RA
167
RFG Advisory
Alabama
$805K
Franklin Resources
168
Franklin Resources
California
$757K
AGP
169
Aspire Growth Partners
Florida
$756K
CFA
170
CWS Financial Advisors
Michigan
$754K
MWP
171
Madison Wealth Partners
Wisconsin
$745K
Ameriprise
172
Ameriprise
Minnesota
$738K
CFG
173
Certior Financial Group
Pennsylvania
$735K
GWP
174
Gateway Wealth Partners
Wisconsin
$731K
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$709K