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Capital Group Core Plus Income ETF

264 hedge funds and large institutions have $4.62B 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, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
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
SFS
201
Security Financial Services
Indiana
$453K
PWA
202
Peterson Wealth Advisors
Utah
$428K
FFS
203
Founders Financial Securities
Maryland
$426K
TI
204
tru Independence
Oregon
$400K
GVAG
205
Great Valley Advisor Group
Delaware
$387K
RWP
206
Ridgeline Wealth Planning
Ohio
$383K
WMA
207
William Mack & Associates
Michigan
$381K
BCM
208
Brookstone Capital Management
Illinois
$379K
GKWIM
209
Gerber Kawasaki Wealth & Investment Management
California
$369K
TWM
210
Tradition Wealth Management
Minnesota
$364K
SGI
211
Summit Global Investments
Utah
$363K
SIAP
212
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$354K
VVP
213
Venture Visionary Partners
Ohio
$354K
JWCA
214
J.W. Cole Advisors
Florida
$326K
TF
215
Tudor Financial
Ohio
$321K
M1FG
216
Mach-1 Financial Group
Arkansas
$316K
IAS
217
Integrity Advisory Solutions
Texas
$316K
Focus Partners Wealth
218
Focus Partners Wealth
Massachusetts
$312K
HP
219
Holistic Planning
Texas
$307K
CIAS
220
Capital Investment Advisory Services
North Carolina
$291K
FFA
221
Frazier Financial Advisors
Ohio
$288K
CA
222
Carson Advisory
Georgia
$286K
TC
223
Trilogy Capital
California
$274K
BWA
224
Beam Wealth Advisors
Louisiana
$265K
GWSG
225
GPS Wealth Strategies Group
Colorado
$262K