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Capital Group Core Plus Income ETF

256 hedge funds and large institutions have $4.03B invested in Capital Group Core Plus Income ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 152 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+13
Holders Change %
+5.35%
% of All Funds
3.44%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.38%
New
27
Increased
152
Reduced
63
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WIA
151
World Investment Advisors
California
$994K +$53.3K +2,369 +6%
CL
152
CVFG LLC
Indiana
$991K +$62.5K +2,778 +7%
5W
153
5T Wealth
California
$987K +$172K +7,666 +21%
WCM
154
Wealthcare Capital Management
Virginia
$951K +$855 +38 +0.1%
TWP
155
Tempus Wealth Planning
California
$934K -$675 -30 -0.1%
TA
156
TrueWealth Advisors
Alabama
$907K -$57.9K -2,574 -6%
IPW
157
Intergy Private Wealth
Colorado
$896K -$17.1K -758 -2%
EWA
158
EQ Wealth Advisors
Texas
$862K +$209K +9,268 +32%
AA
159
Advisory Alpha
Michigan
$856K -$220K -9,759 -20%
AAS
160
Asset Allocation Strategies
Michigan
$845K -$552K -24,554 -40%
AAS
161
Ameritas Advisory Services
Nebraska
$803K -$400K -17,768 -33%
MWP
162
Madison Wealth Partners
Wisconsin
$801K +$4.93K +219 +0.6%
FTUS
163
Flow Traders U.S.
New York
$777K -$2.76M -122,925 -78%
Koshinski Asset Management
164
Koshinski Asset Management
Illinois
$735K +$109K +4,860 +17%
UAG
165
United Advisor Group
Ohio
$706K +$706K +31,383 New
SWP
166
Stratos Wealth Partners
Ohio
$695K +$695K +30,871 New
OHWA
167
Oak Hill Wealth Advisors
Virginia
$685K +$685K +30,667 New
CFA
168
CWS Financial Advisors
Michigan
$685K +$140K +6,206 +26%
Envestnet Portfolio Solutions
169
Envestnet Portfolio Solutions
Illinois
$671K -$588K -26,112 -47%
CP
170
Capital Planning
Washington
$636K -$1.72M -76,571 -73%
RA
171
RFG Advisory
Alabama
$633K +$45.1K +2,005 +8%
CFG
172
Certior Financial Group
Pennsylvania
$618K -$9.88K -439 -2%
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$613K +$131K +5,844 +27%
GS
174
GTS Securities
New York
$603K +$603K +26,783 New
GSC
175
Ground Swell Capital
South Carolina
$595K +$595K +26,425 New