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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
CC
201
Clearwave Capital
California
$661K +$664K +29,192 New
Franklin Resources
202
Franklin Resources
California
$653K -$102K -4,475 -13%
GWA
203
Gutierrez Wealth Advisory
Arkansas
$645K +$432K +18,974 +200%
CP
204
Capital Planning
Washington
$640K
AWA
205
Arkadios Wealth Advisors
Georgia
$631K +$122K +5,347 +24%
BFA
206
Blueprint Financial Advisors
North Carolina
$624K +$141K +6,196 +29%
BIP
207
Blueprint Investment Partners
North Carolina
$624K +$141K +6,196 +29%
USCWA
208
U.S. Capital Wealth Advisors
Texas
$606K +$35.5K +1,560 +6%
JCM
209
Jacobi Capital Management
Pennsylvania
$601K +$4.48K +197 +0.7%
TSS
210
Two Sigma Securities
New York
$594K +$597K +26,249 New
WCP
211
Wealthcare Capital Partners
Pennsylvania
$577K -$61.5K -2,702 -10%
CIAS
212
Capital Investment Advisory Services
North Carolina
$573K +$285K +12,504 +98%
OP
213
ORG Partners
Indiana
$569K +$166K +7,309 +41%
IWC
214
Integrated Wealth Concepts
Massachusetts
$555K +$48K +2,110 +9%
ALA
215
Atlas Legacy Advisors
California
$545K -$23.9K -1,051 -4%
HAG
216
HighPoint Advisor Group
Illinois
$540K +$543K +23,866 New
AIM
217
Anchor Investment Management
South Carolina
$503K
CFG
218
Compton Financial Group
Maryland
$500K +$502K +22,077 New
SOS
219
Silver Oak Securities
Tennessee
$496K -$16.6K -730 -3%
SFS
220
Security Financial Services
Indiana
$494K +$42.2K +1,855 +9%
ASN
221
Advisory Services Network
Georgia
$488K +$4.83K +212 +1%
AFA
222
American Financial Advisors
Georgia
$464K +$5.96K +262 +1%
GCM
223
Glaxis Capital Management
Florida
$453K +$228K +10,000 +100%
GVAG
224
Great Valley Advisor Group
Delaware
$442K +$57.3K +2,519 +15%
WMA
225
William Mack & Associates
Michigan
$429K +$49.7K +2,184 +13%