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Capital Group Core Plus Income ETF

257 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, 64 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
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
WIA
151
World Investment Advisors
California
$994K
CL
152
CVFG LLC
Indiana
$991K
5W
153
5T Wealth
California
$987K
WCM
154
Wealthcare Capital Management
Virginia
$951K
TWP
155
Tempus Wealth Planning
California
$934K
TA
156
TrueWealth Advisors
Alabama
$907K
IPW
157
Intergy Private Wealth
Colorado
$896K
EWA
158
EQ Wealth Advisors
Texas
$862K
AA
159
Advisory Alpha
Michigan
$856K
AAS
160
Asset Allocation Strategies
Michigan
$845K
AAS
161
Ameritas Advisory Services
Nebraska
$803K
MWP
162
Madison Wealth Partners
Wisconsin
$801K
FTUS
163
Flow Traders U.S.
New York
$777K
Koshinski Asset Management
164
Koshinski Asset Management
Illinois
$735K
UAG
165
United Advisor Group
Ohio
$706K
SWP
166
Stratos Wealth Partners
Ohio
$695K
OHWA
167
Oak Hill Wealth Advisors
Virginia
$685K
CFA
168
CWS Financial Advisors
Michigan
$685K
Envestnet Portfolio Solutions
169
Envestnet Portfolio Solutions
Illinois
$671K
CP
170
Capital Planning
Washington
$636K
RA
171
RFG Advisory
Alabama
$633K
CFG
172
Certior Financial Group
Pennsylvania
$618K
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$613K
GS
174
GTS Securities
New York
$603K
GSC
175
Ground Swell Capital
South Carolina
$595K