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Capital Group Core Plus Income ETF

243 hedge funds and large institutions have $3.55B invested in Capital Group Core Plus Income ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 150 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+7
Holders Change %
+2.97%
% of All Funds
3.3%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.37%
New
24
Increased
150
Reduced
53
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RMP
151
Richards, Merrill & Peterson
Washington
$921K +$102K +4,550 +12%
IPW
152
Intergy Private Wealth
Colorado
$911K -$1.62K -72 -0.2%
CAL
153
Capital Analysts LLC
Pennsylvania
$845K +$790K +35,205 +1,437%
PS
154
Principal Securities
Iowa
$835K
5W
155
5T Wealth
California
$812K +$48.9K +2,180 +6%
CWM
156
Congress Wealth Management
Massachusetts
$805K +$805K +35,826 New
MWP
157
Madison Wealth Partners
Wisconsin
$794K +$8.22K +366 +1%
BCI
158
Brinker Capital Investments
Pennsylvania
$758K +$380K +16,916 +100%
OPS
159
Orion Portfolio Solutions
Nebraska
$758K +$380K +16,916 +100%
EWA
160
EQ Wealth Advisors
Texas
$652K +$2.92K +130 +0.4%
CWC
161
Carolinas Wealth Consulting
North Carolina
$648K -$67 -3 -0%
CFG
162
Certior Financial Group
Pennsylvania
$626K +$9.34K +416 +2%
Koshinski Asset Management
163
Koshinski Asset Management
Illinois
$625K +$226K +10,053 +57%
GLA
164
Good Life Advisors
Pennsylvania
$600K +$27.4K +1,221 +5%
RA
165
RFG Advisory
Alabama
$586K -$2.92K -130 -0.5%
TWM
166
Trinity Wealth Management
Pennsylvania
$566K +$165K +7,362 +41%
JCM
167
Jacobi Capital Management
Pennsylvania
$556K +$6.31K +281 +1%
CFA
168
CWS Financial Advisors
Michigan
$544K +$5.32K +237 +1%
TWM
169
Tradition Wealth Management
Minnesota
$530K -$13.5K -600 -2%
AI
170
Atria Investments
North Carolina
$525K -$434K -19,352 -45%
WIP
171
WealthCare Investment Partners
Rhode Island
$508K +$5.75K +261 +1%
AWA
172
Arkadios Wealth Advisors
Georgia
$504K +$13K +579 +3%
ASN
173
Advisory Services Network
Georgia
$502K -$2.22M -98,848 -82%
BFG
174
Bleakley Financial Group
New Jersey
$499K
AIM
175
Anchor Investment Management
South Carolina
$498K