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Capital Group Core Plus Income ETF

266 hedge funds and large institutions have $4.62B invested in Capital Group Core Plus Income ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 176 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$142M
2 +$95.4M
3 +$46.7M
4
Morgan Stanley
Morgan Stanley
New York
+$38.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$32.2M

Top Sellers

1 -$15.7M
2 -$14M
3 -$13.9M
4
KIM
Kestra Investment Management
Texas
-$13.6M
5
Goldman Sachs
Goldman Sachs
New York
-$9.48M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
151
Bay Colony Advisors
Massachusetts
$1.14M
WIA
152
World Investment Advisors
California
$1.09M
UAG
153
United Advisor Group
Ohio
$1.08M
OMC
154
Old Mission Capital
Illinois
$1.03M
SFWC
155
Strategic Family Wealth Counselors
New Jersey
$1.01M
AssetMark Inc
156
AssetMark Inc
California
$1M
PAS
157
Parsonex Advisory Services
Colorado
$983K
WCM
158
Wealthcare Capital Management
Virginia
$977K
IPW
159
Intergy Private Wealth
Colorado
$942K
Envestnet Portfolio Solutions
160
Envestnet Portfolio Solutions
Illinois
$932K
TA
161
TrueWealth Advisors
Alabama
$923K
MFG
162
Mann Financial Group
Minnesota
$908K
AAS
163
Ameritas Advisory Services
Nebraska
$897K
AA
164
Advisory Alpha
Michigan
$886K
AAS
165
Asset Allocation Strategies
Michigan
$865K
RIS
166
Richmond Investment Services
Wisconsin
$850K
EWA
167
EQ Wealth Advisors
Texas
$845K
TWP
168
Tempus Wealth Planning
California
$843K
Koshinski Asset Management
169
Koshinski Asset Management
Illinois
$827K
RA
170
RFG Advisory
Alabama
$805K
Franklin Resources
171
Franklin Resources
California
$757K
AGP
172
Aspire Growth Partners
Florida
$756K
CFA
173
CWS Financial Advisors
Michigan
$754K
MWP
174
Madison Wealth Partners
Wisconsin
$745K
Ameriprise
175
Ameriprise
Minnesota
$738K