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Capital Group Core Plus Income ETF

307 hedge funds and large institutions have $5.13B invested in Capital Group Core Plus Income ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 179 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
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
PA
151
ProCore Advisors
California
$1.63M
ECM
152
Ethos Capital Management
Pennsylvania
$1.6M
AP
153
Advisortrust Partners
North Carolina
$1.58M
MWM
154
Meridian Wealth Management
Kentucky
$1.55M
AFA
155
Alpha Financial Advisors
North Carolina
$1.49M
WI
156
Wealth Intelligence
Georgia
$1.49M
MW
157
Merited Wealth
Florida
$1.49M
PS
158
Principal Securities
Iowa
$1.48M
5W
159
5T Wealth
California
$1.47M
TWM
160
Trinity Wealth Management
Pennsylvania
$1.46M
TFP
161
TrueWealth Financial Partners
Washington
$1.45M
TBF
162
True Blue Financial
Michigan
$1.45M
PAS
163
Parsonex Advisory Services
Colorado
$1.45M
KPWS
164
Kestra Private Wealth Services
Texas
$1.36M
UAG
165
United Advisor Group
Ohio
$1.36M
HF
166
HRT Financial
New York
$1.35M
AF
167
Allworth Financial
California
$1.35M
RIS
168
Richmond Investment Services
Wisconsin
$1.35M
WWP
169
Wise Wealth Partners
Arizona
$1.33M
RMP
170
Richards, Merrill & Peterson
Washington
$1.31M
Envestnet Portfolio Solutions
171
Envestnet Portfolio Solutions
Illinois
$1.3M
SFWC
172
Strategic Family Wealth Counselors
New Jersey
$1.22M
WIP
173
WealthCare Investment Partners
Rhode Island
$1.2M
VVP
174
Venture Visionary Partners
Ohio
$1.16M
BCA
175
Bay Colony Advisors
Massachusetts
$1.14M