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Capital Group Core Plus Income ETF

247 hedge funds and large institutions have $3.56B invested in Capital Group Core Plus Income ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 151 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 56

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

12% more funds holding in top 10

Funds holding in top 10: 2629 (+3)

5% more capital invested

Capital invested by funds: $3.38B → $3.56B (+$183M)

3% more funds holding

Funds holding: 239247 (+8)

0.64% more ownership

Funds ownership: 75.32%75.95% (+0.64%)

Holders
247
Holders Change
+8
Holders Change %
+3.35%
% of All Funds
3.31%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.39%
New
24
Increased
151
Reduced
56
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APW
226
Acima Private Wealth
Virginia
$141K -$906K -40,520 -87%
OW
227
Olistico Wealth
Oklahoma
$120K +$23.4K +1,045 +24%
BC
228
Barrett & Company
Rhode Island
$111K
ACA
229
Aptus Capital Advisors
Alabama
$99.3K +$1.68K +75 +2%
GWANC
230
Guardian Wealth Advisors (North Carolina)
North Carolina
$99.3K +$1.68K +75 +2%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$84K +$83.4K +3,730 New
WAS
232
Winch Advisory Services
Wisconsin
$63.7K +$492 +22 +0.8%
AAP
233
Arax Advisory Partners
Colorado
$59.7K +$59.5K +2,658 New
VWWMG
234
Vermillion & White Wealth Management Group
Pennsylvania
$53K +$52.8K +2,361 New
SS
235
Sunbelt Securities
Texas
$50.2K
OP
236
ORG Partners
Indiana
$49.9K +$32K +1,432 +182%
MSWA
237
Marshall & Sterling Wealth Advisors
New York
$43.4K +$43.2K +1,931 New
NS
238
NBC Securities
Alabama
$39K +$38.9K +1,741 +10,241%
TSMHT
239
Thurston Springer Miller Herd & Titak
Indiana
$34.7K +$12.2K +547 +55%
CIAS
240
Capital Investment Advisory Services
North Carolina
$30.2K
AI
241
Arvest Investments
Arkansas
$25.7K
CWM
242
CarsonAllaria Wealth Management
Illinois
$23.6K
LFG
243
Larson Financial Group
Missouri
$19.8K
CAWM
244
Capital A Wealth Management
Pennsylvania
$13.9K -$1.03K -46 -7%
S
245
SignatureFD
Georgia
$6.13K +$6.11K +273 New
AG
246
AmeriFlex Group
Nevada
$2.76K
EA
247
Evolution Advisers
Virginia
$1K +$1.79K +80 New
IAA
248
Independent Advisor Alliance
North Carolina
-$14.9M -672,135 Closed
Citadel Advisors
249
Citadel Advisors
Florida
-$13.9M -624,142 Closed
Susquehanna International Group
250
Susquehanna International Group
Pennsylvania
-$2.17M -97,542 Closed

CGCP Hedge Fund Activity: Q1 2025 in Review

247 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Plus Income ETF (CGCP) for Q1 2025, worth a combined $3.56B — up 5.4% from $3.38B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CGCP positions and 14 closed out — a net gain of 10 holders — while 151 added to existing stakes and 56 trimmed.

The largest buyer was Capital International Investors, adding an estimated $163M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $14.9M sold.

  • 247 institutional investors held Capital Group Core Plus Income ETF (CGCP) as of Q1 2025, up from 239 in Q4 2024.
  • Funds reported $3.56B of Capital Group Core Plus Income ETF stock for Q1 2025, up 5.4% quarter-over-quarter.
  • 24 funds opened new Capital Group Core Plus Income ETF positions in Q1 2025 and 14 closed out, a net change of +10 holders.
  • The largest Capital Group Core Plus Income ETF buyer in Q1 2025 was Capital International Investors, an estimated $163M added.
  • The largest Capital Group Core Plus Income ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $14.9M sold.

Based on aggregated 13F filings for Q1 2025.