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Capital Group Core Plus Income ETF

262 hedge funds and large institutions have $4.61B 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, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
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 +$143M
2 +$96M
3 +$47M
4
Morgan Stanley
Morgan Stanley
New York
+$38.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$32.4M

Top Sellers

1 -$15.8M
2 -$14.1M
3 -$13.9M
4
KIM
Kestra Investment Management
Texas
-$13.7M
5
Goldman Sachs
Goldman Sachs
New York
-$9.48M
Name Holding Trade Value Shares
Change
Change in
Stake
HTWM
176
Hartmann Taylor Wealth Management
Texas
$689K
CP
177
Capital Planning
Washington
$642K
WCP
178
Wealthcare Capital Partners
Pennsylvania
$641K
FWM
179
Fortress Wealth Management
California
$636K
FTUS
180
Flow Traders U.S.
New York
$626K
JCM
181
Jacobi Capital Management
Pennsylvania
$598K
PTC
182
Private Trust Company
Ohio
$591K
TWM
183
TCFG Wealth Management
California
$586K
USCWA
184
U.S. Capital Wealth Advisors
Texas
$573K
ALA
185
Atlas Legacy Advisors
California
$570K
WIP
186
WealthCare Investment Partners
Rhode Island
$530K
SOS
187
Silver Oak Securities
Tennessee
$513K
AWA
188
Arkadios Wealth Advisors
Georgia
$512K
IWC
189
Integrated Wealth Concepts
Massachusetts
$509K
AIM
190
Anchor Investment Management
South Carolina
$504K
BFA
191
Blueprint Financial Advisors
North Carolina
$486K
BIP
192
Blueprint Investment Partners
North Carolina
$486K
ASN
193
Advisory Services Network
Georgia
$485K
Natixis Advisors
194
Natixis Advisors
Massachusetts
$474K
VC
195
Vicus Capital
Pennsylvania
$469K
OP
196
ORG Partners
Indiana
$464K
AFA
197
American Financial Advisors
Georgia
$460K
BFG
198
Bleakley Financial Group
New Jersey
$458K
SFS
199
Security Financial Services
Indiana
$453K
PWA
200
Peterson Wealth Advisors
Utah
$428K