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Capital Group Core Plus Income ETF

308 hedge funds and large institutions have $5.14B invested in Capital Group Core Plus Income ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 180 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 14

253% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 51

15% more funds holding

Funds holding: 268308 (+40)

11% more capital invested

Capital invested by funds: $4.62B → $5.14B (+$516M)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

0.82% less ownership

Funds ownership: 80.5%79.68% (-0.82%)

Holders
308
Holders Change
+40
Holders Change %
+14.93%
% of All Funds
3.75%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.35%
New
59
Increased
180
Reduced
51
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
151
AlphaCore Capital
California
$1.64M -$18.5K -813 -1%
PA
152
ProCore Advisors
California
$1.63M +$1.64M +72,108 New
ECM
153
Ethos Capital Management
Pennsylvania
$1.6M +$1.61M +70,816 New
AP
154
Advisortrust Partners
North Carolina
$1.58M +$1.59M +69,868 New
MWM
155
Meridian Wealth Management
Kentucky
$1.55M -$90K -3,956 -5%
AFA
156
Alpha Financial Advisors
North Carolina
$1.49M
WI
157
Wealth Intelligence
Georgia
$1.49M +$1.5M +65,694 New
MW
158
Merited Wealth
Florida
$1.49M +$1.49M +65,600 New
PS
159
Principal Securities
Iowa
$1.48M +$178K +7,831 +14%
5W
160
5T Wealth
California
$1.47M +$227K +9,954 +18%
TWM
161
Trinity Wealth Management
Pennsylvania
$1.46M +$102K +4,497 +7%
TFP
162
TrueWealth Financial Partners
Washington
$1.45M +$1.46M +64,038 New
TBF
163
True Blue Financial
Michigan
$1.45M +$1.46M +64,038 New
PAS
164
Parsonex Advisory Services
Colorado
$1.45M +$473K +20,778 +48%
KPWS
165
Kestra Private Wealth Services
Texas
$1.36M +$157K +6,892 +13%
UAG
166
United Advisor Group
Ohio
$1.36M +$286K +12,574 +27%
HF
167
HRT Financial
New York
$1.35M +$1.36M +59,751 New
AF
168
Allworth Financial
California
$1.35M -$78.9K -3,466 -5%
RIS
169
Richmond Investment Services
Wisconsin
$1.35M +$502K +22,078 +59%
WWP
170
Wise Wealth Partners
Arizona
$1.33M -$22.1K -971 -2%
RMP
171
Richards, Merrill & Peterson
Washington
$1.31M +$70.3K +3,090 +6%
Envestnet Portfolio Solutions
172
Envestnet Portfolio Solutions
Illinois
$1.3M +$377K +16,581 +40%
SFWC
173
Strategic Family Wealth Counselors
New Jersey
$1.22M +$217K +9,545 +21%
WIP
174
WealthCare Investment Partners
Rhode Island
$1.2M +$678K +29,793 +128%
VVP
175
Venture Visionary Partners
Ohio
$1.16M +$814K +35,748 +230%