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Capital Group Core Plus Income ETF

308 hedge funds and large institutions have $5.14B invested in Capital Group Core Plus Income ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 180 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 14

253% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 51

15% more funds holding

Funds holding: 268308 (+40)

11% more capital invested

Capital invested by funds: $4.62B → $5.14B (+$516M)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

0.82% less ownership

Funds ownership: 80.5%79.68% (-0.82%)

Holders
308
Holders Change
+40
Holders Change %
+14.93%
% of All Funds
3.75%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.35%
New
59
Increased
180
Reduced
51
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
176
Bay Colony Advisors
Massachusetts
$1.14M +$10.8K +474 +0.9%
OMC
177
Old Mission Capital
Illinois
$1.14M +$109K +4,771 +10%
TWM
178
TCFG Wealth Management
California
$1.1M +$521K +22,915 +89%
GWP
179
Gateway Wealth Partners
Wisconsin
$1.1M +$372K +16,360 +51%
PA
180
PFG Advisors
Arizona
$1.09M -$196K -8,620 -15%
TA
181
TrueWealth Advisors
Alabama
$1.03M +$115K +5,065 +12%
WCM
182
Wealthcare Capital Management
Virginia
$1.03M +$60.3K +2,648 +6%
CHAM
183
Clear Harbor Asset Management
Connecticut
$1.02M +$1.03M +45,244 New
Koshinski Asset Management
184
Koshinski Asset Management
Illinois
$1.02M +$194K +8,536 +23%
MFG
185
Mann Financial Group
Minnesota
$973K +$68.3K +3,000 +8%
VC
186
Vicus Capital
Pennsylvania
$948K +$483K +21,242 +103%
VA
187
VestGen Advisors
Illinois
$946K -$3.21M -141,030 -77%
IPW
188
Intergy Private Wealth
Colorado
$930K -$8.33K -366 -0.9%
TWP
189
Tempus Wealth Planning
California
$884K +$44.1K +1,940 +5%
PTC
190
Private Trust Company
Ohio
$874K +$287K +12,595 +48%
AA
191
Advisory Alpha
Michigan
$864K -$16.4K -720 -2%
HTWM
192
Hartmann Taylor Wealth Management
Texas
$863K +$177K +7,768 +26%
EWA
193
EQ Wealth Advisors
Texas
$834K -$8.17K -359 -1%
CFG
194
Certior Financial Group
Pennsylvania
$811K +$78.8K +3,464 +11%
AAS
195
Asset Allocation Strategies
Michigan
$810K -$52.9K -2,326 -6%
RA
196
RFG Advisory
Alabama
$790K -$12.8K -562 -2%
CFA
197
CWS Financial Advisors
Michigan
$764K +$13.1K +575 +2%
AGP
198
Aspire Growth Partners
Florida
$758K +$4.6K +202 +0.6%
MWP
199
Madison Wealth Partners
Wisconsin
$749K +$6.44K +283 +0.9%
DAS
200
Diversify Advisory Services
Utah
$667K +$668K +29,371 New