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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 %
GVAG
201
Great Valley Advisor Group
Delaware
$264K +$8.05K +359 +3%
HTWM
202
Hartmann Taylor Wealth Management
Texas
$256K +$256K +11,400 New
BB
203
Burford Brothers
Texas
$254K +$254K +11,333 New
TC
204
Trilogy Capital
California
$252K -$36.8K -1,640 -13%
JWCA
205
J.W. Cole Advisors
Florida
$247K +$247K +11,014 New
FPGK
206
Financial Partners Group (Kansas)
Kansas
$242K -$23.8K -1,061 -9%
NWMG
207
National Wealth Management Group
Ohio
$239K -$2.25K -100 -0.9%
Qube Research & Technologies (QRT)
208
Qube Research & Technologies (QRT)
United Kingdom
$232K +$232K +10,320 New
MOS
209
MGO One Seven
Ohio
$216K
SFG
210
Seamount Financial Group
Colorado
$216K -$1.5K -67 -0.7%
XT
211
XTX Topco
Cayman Islands
$210K +$210K +9,369 New
NFA
212
Northwest Financial Advisors
Virginia
$210K +$210K +9,357 New
YWS
213
Yarger Wealth Strategies
Ohio
$201K +$201K +8,968 New
CA
214
Carson Advisory
Georgia
$201K +$201K +8,959 New
HCP
215
Hexagon Capital Partners
Arkansas
$193K
EWP
216
Elevation Wealth Partners
California
$186K
CFD
217
Creative Financial Designs
Indiana
$173K +$116K +5,172 +202%
SPIA
218
Steward Partners Investment Advisory
New York
$171K -$37.2K -1,659 -18%
FP
219
Financial Perspectives
Minnesota
$167K +$11.9K +531 +8%
SIM
220
Synergy Investment Management
Florida
$157K
CA
221
CoreCap Advisors
Michigan
$153K +$9.27K +413 +6%
APW
222
Acima Private Wealth
Virginia
$141K -$910K -40,520 -87%
OW
223
Olistico Wealth
Oklahoma
$120K +$23.5K +1,045 +24%
BC
224
Barrett & Company
Rhode Island
$111K
ACA
225
Aptus Capital Advisors
Alabama
$99.3K +$1.68K +75 +2%