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Capital Group Core Plus Income ETF

243 hedge funds and large institutions have $3.55B invested in Capital Group Core Plus Income ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 150 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+7
Holders Change %
+2.97%
% of All Funds
3.3%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.37%
New
24
Increased
150
Reduced
53
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFS
176
Founders Financial Securities
Maryland
$487K -$42.2K -1,882 -8%
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$480K +$3.23K +144 +0.7%
AFA
178
American Financial Advisors
Georgia
$476K +$5.23K +233 +1%
USCWA
179
U.S. Capital Wealth Advisors
Texas
$462K +$130K +5,781 +39%
SOS
180
Silver Oak Securities
Tennessee
$458K -$90 -4 -0%
GKWIM
181
Gerber Kawasaki Wealth & Investment Management
California
$443K -$375K -16,700 -46%
PWA
182
Peterson Wealth Advisors
Utah
$428K +$4.16K +188 +1%
DFG
183
Delta Financial Group
New Jersey
$403K -$9.88K -439 -2%
PTC
184
Private Trust Company
Ohio
$402K
ALA
185
Atlas Legacy Advisors
California
$382K -$3.85K -171 -1%
RWP
186
Ridgeline Wealth Planning
Ohio
$376K -$17.2K -766 -4%
TI
187
tru Independence
Oregon
$374K +$1.68K +75 +0.5%
IWC
188
Integrated Wealth Concepts
Massachusetts
$335K +$130K +5,790 +63%
GWP
189
Gateway Wealth Partners
Wisconsin
$324K +$324K +14,422 New
TF
190
Tudor Financial
Ohio
$316K +$382 +17 +0.1%
Focus Partners Wealth
191
Focus Partners Wealth
Massachusetts
$313K +$17.7K +790 +6%
WCP
192
Wealthcare Capital Partners
Pennsylvania
$311K +$311K +13,868 New
OMC
193
Old Mission Capital
Illinois
$309K -$2.23M -99,462 -88%
HP
194
Holistic Planning
Texas
$308K +$26.9K +1,200 +10%
VC
195
Vicus Capital
Pennsylvania
$291K +$291K +12,981 New
FFA
196
Frazier Financial Advisors
Ohio
$285K
BCG
197
Breakwater Capital Group
New Jersey
$284K -$84.7K -3,775 -23%
BCM
198
Brookstone Capital Management
Illinois
$279K -$265K -11,825 -49%
GWSG
199
GPS Wealth Strategies Group
Colorado
$276K -$24.1K -1,075 -8%
SIAP
200
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$269K +$5.61K +250 +2%