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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
TBF
151
True Blue Financial
Michigan
$1.74M +$313K +13,834 +22%
AP
152
Advisortrust Partners
North Carolina
$1.72M +$161K +7,092 +10%
SWM
153
Silverlake Wealth Management
Vermont
$1.72M +$76.7K +3,387 +5%
PS
154
Principal Securities
Iowa
$1.7M +$245K +10,825 +17%
Envestnet Portfolio Solutions
155
Envestnet Portfolio Solutions
Illinois
$1.66M +$374K +16,499 +29%
UAG
156
United Advisor Group
Ohio
$1.65M +$316K +13,968 +23%
TWM
157
Trinity Wealth Management
Pennsylvania
$1.62M +$182K +8,019 +12%
5W
158
5T Wealth
California
$1.55M +$99.5K +4,395 +7%
RIS
159
Richmond Investment Services
Wisconsin
$1.53M +$202K +8,902 +15%
OFS
160
OneAscent Financial Services
Alabama
$1.5M +$1.53M +67,358 New
WI
161
Wealth Intelligence
Georgia
$1.49M +$26.9K +1,187 +2%
MW
162
Merited Wealth
Florida
$1.49M +$28.9K +1,277 +2%
AIP
163
Ameritas Investment Partners
Nebraska
$1.46M +$1.48M +65,391 New
MWM
164
Meridian Wealth Management
Kentucky
$1.44M -$86.8K -3,833 -6%
AFA
165
Alpha Financial Advisors
North Carolina
$1.38M -$92.8K -4,096 -6%
PA
166
ProCore Advisors
California
$1.38M -$231K -10,203 -14%
NS
167
NBC Securities
Alabama
$1.38M +$1.37M +60,721 +5,827%
ECM
168
Ethos Capital Management
Pennsylvania
$1.37M -$214K -9,459 -13%
IFG
169
Independent Financial Group
California
$1.37M -$305K -13,458 -18%
RMP
170
Richards, Merrill & Peterson
Washington
$1.32M +$32.8K +1,450 +3%
WWP
171
Wise Wealth Partners
Arizona
$1.3M -$14.5K -640 -1%
SFWC
172
Strategic Family Wealth Counselors
New Jersey
$1.26M +$52K +2,296 +4%
AWA
173
Arkadios Wealth Advisors
Georgia
$1.24M +$628K +27,725 +99%
AC
174
AlphaCore Capital
California
$1.24M -$381K -16,815 -23%
VVP
175
Venture Visionary Partners
Ohio
$1.23M +$89.8K +3,967 +8%