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Capital Group Core Plus Income ETF

268 hedge funds and large institutions have $4.62B invested in Capital Group Core Plus Income ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 176 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 56

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

14% more capital invested

Capital invested by funds: $4.06B → $4.62B (+$565M)

2% more funds holding

Funds holding: 263268 (+5)

1.44% more ownership

Funds ownership: 79.05%80.5% (+1.4%)

10% less funds holding in top 10

Funds holding in top 10: 3027 (-3)

Holders
268
Holders Change
+5
Holders Change %
+1.9%
% of All Funds
3.52%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.35%
New
25
Increased
176
Reduced
56
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
226
Trilogy Capital
California
$274K +$18.9K +838 +7%
BWA
227
Beam Wealth Advisors
Louisiana
$265K -$22.1K -978 -8%
GWSG
228
GPS Wealth Strategies Group
Colorado
$262K -$15K -665 -5%
SB
229
Strategic Blueprint
Georgia
$259K +$2.49K +110 +1%
FP
230
Financial Perspectives
Minnesota
$252K +$64.2K +2,839 +34%
SWP
231
Sagespring Wealth Partners
Tennessee
$249K +$248K +10,954 New
MOS
232
MGO One Seven
Ohio
$248K +$24.9K +1,100 +11%
GAG
233
GM Advisory Group
New York
$241K +$240K +10,611 New
CA
234
CoreCap Advisors
Michigan
$241K +$68.9K +3,049 +40%
BB
235
Burford Brothers
Texas
$238K -$6.42K -284 -3%
GCM
236
Glaxis Capital Management
Florida
$227K +$226K +10,000 New
CL
237
CIM LLC
New York
$226K +$14.3K +633 +7%
NWMG
238
National Wealth Management Group
Ohio
$221K
LMKC
239
L.M. Kohn & Company
Ohio
$218K +$217K +9,600 New
GWA
240
Gutierrez Wealth Advisory
Arkansas
$216K +$215K +9,505 New
NFA
241
Northwest Financial Advisors
Virginia
$210K +$1.24K +55 +0.6%
YWS
242
Yarger Wealth Strategies
Ohio
$209K +$2.71K +120 +1%
BCG
243
Breakwater Capital Group
New Jersey
$208K -$93.6K -4,142 -31%
FPGK
244
Financial Partners Group (Kansas)
Kansas
$205K -$37K -1,639 -15%
FHA
245
Flagship Harbor Advisors
Massachusetts
$202K +$201K +8,911 New
EWP
246
Elevation Wealth Partners
California
$189K +$904 +40 +0.5%
SPIA
247
Steward Partners Investment Advisory
New York
$143K -$37.8K -1,671 -21%
MCM
248
MAI Capital Management
Ohio
$114K +$67.9K +3,006 +148%
BC
249
Barrett & Company
Rhode Island
$113K
ACA
250
Aptus Capital Advisors
Alabama
$101K -$22K -975 -18%

CGCP Hedge Fund Activity: Q3 2025 in Review

268 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Plus Income ETF (CGCP) for Q3 2025, worth a combined $4.62B — up 14% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CGCP positions and 13 closed out — a net gain of 12 holders — while 176 added to existing stakes and 56 trimmed.

The largest buyer was Capital International Investors, adding an estimated $142M. The largest seller was Commonwealth Equity Services, cutting an estimated $15.7M.

  • 268 institutional investors held Capital Group Core Plus Income ETF (CGCP) as of Q3 2025, up from 263 in Q2 2025.
  • Funds reported $4.62B of Capital Group Core Plus Income ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 25 funds opened new Capital Group Core Plus Income ETF positions in Q3 2025 and 13 closed out, a net change of +12 holders.
  • The largest Capital Group Core Plus Income ETF buyer in Q3 2025 was Capital International Investors, an estimated $142M added.
  • The largest Capital Group Core Plus Income ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2025.