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Capital Group Core Plus Income ETF

304 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 57 funds opening new positions, 178 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
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
ECM
151
Ethos Capital Management
Pennsylvania
$1.6M
AP
152
Advisortrust Partners
North Carolina
$1.58M
MWM
153
Meridian Wealth Management
Kentucky
$1.55M
AFA
154
Alpha Financial Advisors
North Carolina
$1.49M
WI
155
Wealth Intelligence
Georgia
$1.49M
MW
156
Merited Wealth
Florida
$1.49M
PS
157
Principal Securities
Iowa
$1.48M
5W
158
5T Wealth
California
$1.47M
TWM
159
Trinity Wealth Management
Pennsylvania
$1.46M
TFP
160
TrueWealth Financial Partners
Washington
$1.45M
TBF
161
True Blue Financial
Michigan
$1.45M
PAS
162
Parsonex Advisory Services
Colorado
$1.45M
KPWS
163
Kestra Private Wealth Services
Texas
$1.36M
UAG
164
United Advisor Group
Ohio
$1.36M
HF
165
HRT Financial
New York
$1.35M
AF
166
Allworth Financial
California
$1.35M
RIS
167
Richmond Investment Services
Wisconsin
$1.35M
WWP
168
Wise Wealth Partners
Arizona
$1.33M
RMP
169
Richards, Merrill & Peterson
Washington
$1.31M
Envestnet Portfolio Solutions
170
Envestnet Portfolio Solutions
Illinois
$1.3M
SFWC
171
Strategic Family Wealth Counselors
New Jersey
$1.22M
WIP
172
WealthCare Investment Partners
Rhode Island
$1.2M
VVP
173
Venture Visionary Partners
Ohio
$1.16M
BCA
174
Bay Colony Advisors
Massachusetts
$1.14M
OMC
175
Old Mission Capital
Illinois
$1.14M