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Capital Group Core Plus Income ETF
CGCP

263 hedge funds and large institutions have $4.06B invested in Capital Group Core Plus Income ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 154 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

133% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 66

14% more capital invested

Capital invested by funds: $3.56B → $4.06B (+$495M)

6% more funds holding

Funds holding: 247 → 263 (+16)

3% more funds holding in top 10

Funds holding in top 10: 29 → 30 (+1)

3.1% more ownership

Funds ownership: 75.95% → 79.05% (+3.1%)

Holders
263
Holders Change
+16
Holders Change %
+6.48%
% of All Funds
3.46%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.39%
New
29
Increased
154
Reduced
66
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$132M
2
P
&Partners
Tennessee
+$54.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$52.3M
4
LPL Financial
LPL Financial
California
+$51.9M
5
KIM
Kestra Investment Management
Texas
+$25.7M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$8.1M
2
UBS Group
UBS Group
Switzerland
-$7.88M
3
GWM
Geneos Wealth Management
Colorado
-$4.82M
4
HI
Harbour Investments
Wisconsin
-$3.7M
5
FTUS
Flow Traders U.S.
New York
-$2.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
251
Capital Investment Advisory Services
North Carolina
$88.8K +$57.9K +2,603 +194%
WAS
252
Winch Advisory Services
Wisconsin
$64.4K +$533 +24 +0.8%
VWWMG
253
Vermillion & White Wealth Management Group
Pennsylvania
$55.6K +$2.4K +108 +5%
MSWA
254
Marshall & Sterling Wealth Advisors
New York
$51.2K +$7.62K +343 +18%
SS
255
Sunbelt Securities
Texas
$49.6K – – –
MCM
256
MAI Capital Management
Ohio
$45.6K +$45.1K +2,027 New
LFG
257
Larson Financial Group
Missouri
$40K +$20K +900 +102%
NS
258
NBC Securities
Alabama
$39K – – –
AI
259
Arvest Investments
Arkansas
$25.8K – – –
CWM
260
CarsonAllaria Wealth Management
Illinois
$23.6K – – –
S
261
SignatureFD
Georgia
$6.14K – – –
RF
262
Rossby Financial
Florida
$2.9K +$2.87K +129 New
EA
263
Evolution Advisers
Virginia
$1K – – –
WWP
264
Wise Wealth Partners
Arizona
– -$2.48M -110,461 Closed
BWM
265
BlackDiamond Wealth Management
New York
– -$2.06M -92,797 Closed
CWC
266
Carolinas Wealth Consulting
North Carolina
– -$648K -28,843 Closed
Focus Partners Wealth
267
Focus Partners Wealth
Massachusetts
– -$313K -13,927 Closed
GVAG
268
Great Valley Advisor Group
Delaware
– -$264K -11,789 Closed
Qube Research & Technologies (QRT)
269
Qube Research & Technologies (QRT)
United Kingdom
– -$232K -10,320 Closed
SFG
270
Seamount Financial Group
Colorado
– -$216K -9,604 Closed
HCP
271
Hexagon Capital Partners
Arkansas
– -$193K -8,584 Closed
SIM
272
Synergy Investment Management
Florida
– -$157K -6,980 Closed
CAWM
273
Capital A Wealth Management
Pennsylvania
– -$13.9K -618 Closed
AG
274
AmeriFlex Group
Nevada
– -$2.76K -123 Closed
7 8 9 10
11

CGCP Hedge Fund Activity: Q2 2025 in Review

263 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Plus Income ETF (CGCP) for Q2 2025, worth a combined $4.06B — up 14% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CGCP positions and 11 closed out — a net gain of 18 holders — while 154 added to existing stakes and 66 trimmed.

The largest buyer was Capital International Investors, adding an estimated $132M. The largest seller was Wells Fargo, cutting an estimated $8.1M.

  • 263 institutional investors held Capital Group Core Plus Income ETF (CGCP) as of Q2 2025, up from 247 in Q1 2025.
  • Funds reported $4.06B of Capital Group Core Plus Income ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 29 funds opened new Capital Group Core Plus Income ETF positions in Q2 2025 and 11 closed out, a net change of +18 holders.
  • The largest Capital Group Core Plus Income ETF buyer in Q2 2025 was Capital International Investors, an estimated $132M added.
  • The largest Capital Group Core Plus Income ETF seller in Q2 2025 was Wells Fargo, an estimated $8.1M sold.

Based on aggregated 13F filings for Q2 2025.