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Capital Group Core Plus Income ETF

309 hedge funds and large institutions have $6.03B invested in Capital Group Core Plus Income ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 193 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 54

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

17% more capital invested

Capital invested by funds: $5.14B → $6.03B (+$895M)

3.23% more ownership

Funds ownership: 79.68%82.92% (+3.2%)

0% more funds holding

Funds holding: 308309 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

Holders
309
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
3.81%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.36%
New
30
Increased
193
Reduced
54
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$1.16B +$245M +10,830,049 +26%
LPL Financial
2
LPL Financial
California
$664M +$135M +5,981,448 +25%
Morgan Stanley
3
Morgan Stanley
New York
$458M +$47.7M +2,108,216 +11%
Wells Fargo
4
Wells Fargo
California
$385M +$53.2M +2,348,136 +16%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$257M +$24.9M +1,101,113 +11%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$164M +$18.5M +814,939 +13%
Raymond James Financial
7
Raymond James Financial
Florida
$155M +$19M +839,296 +14%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$144M +$15.3M +677,075 +12%
P
9
&Partners
Tennessee
$110M +$13.7M +603,684 +14%
UBS Group
10
UBS Group
Switzerland
$110M +$4.31M +190,382 +4%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$110M +$11.8M +520,461 +12%
WAM
12
WNY Asset Management
New York
$94M +$95.3M +4,208,726 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$89.1M +$9.96M +439,682 +12%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$82.8M +$21.2M +934,106 +33%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$79M +$5.11M +225,575 +7%
BEI
16
Benjamin Edwards Inc
Missouri
$72.3M +$62.3M +2,750,098 +564%
SFA
17
Souders Financial Advisors
Ohio
$72.1M +$3.97M +175,445 +6%
HI
18
Harbour Investments
Wisconsin
$71.9M +$9.02M +398,433 +14%
Osaic Holdings
19
Osaic Holdings
Arizona
$68.8M +$9.43M +416,584 +16%
Stifel Financial
20
Stifel Financial
Missouri
$58.6M +$4.74M +209,337 +9%
MFG
21
Merit Financial Group
Georgia
$55.6M +$2.29M +101,321 +4%
MML Investors Services
22
MML Investors Services
Massachusetts
$54.3M -$4.33M -191,380 -7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$52.6M +$1.65M +72,694 +3%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$46.8M +$12.4M +548,182 +35%
VA
25
Valmark Advisers
Ohio
$46.6M +$23.5M +1,036,587 +99%