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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 %
AGP
201
Aspire Growth Partners
Florida
$353K +$353K +15,703 New
PTC
202
Private Trust Company
Ohio
$348K -$54K -2,401 -13%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$333K +$249K +11,052 +296%
JWCA
204
J.W. Cole Advisors
Florida
$321K +$72.9K +3,241 +29%
SIAP
205
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$319K +$49.5K +2,200 +18%
TF
206
Tudor Financial
Ohio
$317K +$698 +31 +0.2%
HP
207
Holistic Planning
Texas
$308K
CA
208
Carson Advisory
Georgia
$308K +$106K +4,730 +53%
BCG
209
Breakwater Capital Group
New Jersey
$299K +$14.4K +638 +5%
OP
210
ORG Partners
Indiana
$295K +$245K +10,901 +492%
FFA
211
Frazier Financial Advisors
Ohio
$286K
BWP
212
Balboa Wealth Partners
Arizona
$285K +$285K +12,661 New
BWA
213
Beam Wealth Advisors
Louisiana
$284K +$284K +12,634 New
GWSG
214
GPS Wealth Strategies Group
Colorado
$275K -$2.25K -100 -0.8%
GLA
215
Good Life Advisors
Pennsylvania
$265K -$336K -14,939 -56%
XT
216
XTX Topco
Cayman Islands
$264K +$53.3K +2,370 +25%
SFS
217
Security Financial Services
Indiana
$258K +$258K +11,445 New
Renaissance Technologies
218
Renaissance Technologies
New York
$257K +$257K +11,400 New
SB
219
Strategic Blueprint
Georgia
$254K +$254K +11,289 New
TC
220
Trilogy Capital
California
$252K
BB
221
Burford Brothers
Texas
$242K -$12.7K -566 -5%
FPGK
222
Financial Partners Group (Kansas)
Kansas
$239K -$3.4K -151 -1%
WA
223
Wambolt & Associates
Colorado
$239K +$239K +10,628 New
AssetMark Inc
224
AssetMark Inc
California
$221K +$221K +9,837 New
MOS
225
MGO One Seven
Ohio
$221K +$4.5K +200 +2%