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Capital Group Core Plus Income ETF

259 hedge funds and large institutions have $4.05B invested in Capital Group Core Plus Income ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 153 increasing their positions, 64 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
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
FWM
151
Fortress Wealth Management
California
$1M
WIA
152
World Investment Advisors
California
$994K
CL
153
CVFG LLC
Indiana
$991K
5W
154
5T Wealth
California
$987K
WCM
155
Wealthcare Capital Management
Virginia
$951K
TWP
156
Tempus Wealth Planning
California
$934K
TA
157
TrueWealth Advisors
Alabama
$907K
IPW
158
Intergy Private Wealth
Colorado
$896K
EWA
159
EQ Wealth Advisors
Texas
$862K
AA
160
Advisory Alpha
Michigan
$856K
AAS
161
Asset Allocation Strategies
Michigan
$845K
AAS
162
Ameritas Advisory Services
Nebraska
$803K
MWP
163
Madison Wealth Partners
Wisconsin
$801K
FTUS
164
Flow Traders U.S.
New York
$777K
Koshinski Asset Management
165
Koshinski Asset Management
Illinois
$735K
UAG
166
United Advisor Group
Ohio
$706K
SWP
167
Stratos Wealth Partners
Ohio
$695K
OHWA
168
Oak Hill Wealth Advisors
Virginia
$685K
CFA
169
CWS Financial Advisors
Michigan
$685K
Envestnet Portfolio Solutions
170
Envestnet Portfolio Solutions
Illinois
$671K
CP
171
Capital Planning
Washington
$636K
RA
172
RFG Advisory
Alabama
$633K
CFG
173
Certior Financial Group
Pennsylvania
$618K
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$613K
GS
175
GTS Securities
New York
$603K