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Capital Group Core Plus Income ETF

298 hedge funds and large institutions have $5.11B invested in Capital Group Core Plus Income ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 178 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Meridian Wealth Management
Kentucky
$1.55M
AFA
152
Alpha Financial Advisors
North Carolina
$1.49M
WI
153
Wealth Intelligence
Georgia
$1.49M
PS
154
Principal Securities
Iowa
$1.48M
5W
155
5T Wealth
California
$1.47M
TWM
156
Trinity Wealth Management
Pennsylvania
$1.46M
TFP
157
TrueWealth Financial Partners
Washington
$1.45M
TBF
158
True Blue Financial
Michigan
$1.45M
PAS
159
Parsonex Advisory Services
Colorado
$1.45M
KPWS
160
Kestra Private Wealth Services
Texas
$1.36M
UAG
161
United Advisor Group
Ohio
$1.36M
HF
162
HRT Financial
New York
$1.35M
AF
163
Allworth Financial
California
$1.35M
RIS
164
Richmond Investment Services
Wisconsin
$1.35M
WWP
165
Wise Wealth Partners
Arizona
$1.33M
RMP
166
Richards, Merrill & Peterson
Washington
$1.31M
Envestnet Portfolio Solutions
167
Envestnet Portfolio Solutions
Illinois
$1.3M
SFWC
168
Strategic Family Wealth Counselors
New Jersey
$1.22M
WIP
169
WealthCare Investment Partners
Rhode Island
$1.2M
VVP
170
Venture Visionary Partners
Ohio
$1.16M
BCA
171
Bay Colony Advisors
Massachusetts
$1.14M
OMC
172
Old Mission Capital
Illinois
$1.14M
TWM
173
TCFG Wealth Management
California
$1.1M
GWP
174
Gateway Wealth Partners
Wisconsin
$1.1M
PA
175
PFG Advisors
Arizona
$1.09M