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Capital Group Core Plus Income ETF

256 hedge funds and large institutions have $4.03B invested in Capital Group Core Plus Income ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 152 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+13
Holders Change %
+5.35%
% of All Funds
3.44%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.38%
New
27
Increased
152
Reduced
63
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
176
Jacobi Capital Management
Pennsylvania
$585K +$27.4K +1,216 +5%
IWC
177
Integrated Wealth Concepts
Massachusetts
$560K +$224K +9,974 +67%
WCP
178
Wealthcare Capital Partners
Pennsylvania
$555K +$243K +10,808 +78%
AWA
179
Arkadios Wealth Advisors
Georgia
$534K +$28.6K +1,273 +6%
RIS
180
Richmond Investment Services
Wisconsin
$526K +$526K +23,369 New
USCWA
181
U.S. Capital Wealth Advisors
Texas
$523K +$60.3K +2,678 +13%
WIP
182
WealthCare Investment Partners
Rhode Island
$516K -$1.93K -86 -0.4%
SOS
183
Silver Oak Securities
Tennessee
$502K +$42.4K +1,883 +9%
AIM
184
Anchor Investment Management
South Carolina
$500K
AFA
185
American Financial Advisors
Georgia
$473K -$4.25K -189 -0.9%
BCM
186
Brookstone Capital Management
Illinois
$467K +$187K +8,315 +67%
FFS
187
Founders Financial Securities
Maryland
$458K -$30.6K -1,361 -6%
BFG
188
Bleakley Financial Group
New Jersey
$455K -$45.6K -2,026 -9%
FFA
189
Farther Finance Advisors
California
$450K +$450K +20,011 New
GWP
190
Gateway Wealth Partners
Wisconsin
$437K +$112K +4,988 +35%
HTWM
191
Hartmann Taylor Wealth Management
Texas
$437K +$180K +8,000 +70%
PWA
192
Peterson Wealth Advisors
Utah
$424K -$11.4K -505 -3%
AI
193
Atria Investments
North Carolina
$408K -$118K -5,243 -22%
ASN
194
Advisory Services Network
Georgia
$406K -$94.6K -4,231 -19%
TWM
195
Tradition Wealth Management
Minnesota
$394K -$137K -6,100 -26%
VC
196
Vicus Capital
Pennsylvania
$393K +$100K +4,465 +34%
ALA
197
Atlas Legacy Advisors
California
$382K
TI
198
tru Independence
Oregon
$376K +$1.44K +64 +0.4%
RWP
199
Ridgeline Wealth Planning
Ohio
$370K -$6.66K -296 -2%
GKWIM
200
Gerber Kawasaki Wealth & Investment Management
California
$362K -$81.2K -3,609 -18%