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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
MSWA
251
Marshall & Sterling Wealth Advisors
New York
$95.7K +$43.8K +1,937 +85%
CFD
252
Creative Financial Designs
Indiana
$76K -$115K -5,106 -60%
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$69K -$265K -11,724 -79%
WAS
254
Winch Advisory Services
Wisconsin
$65.6K +$610 +27 +0.9%
VWWMG
255
Vermillion & White Wealth Management Group
Pennsylvania
$56.8K +$678 +30 +1%
SS
256
Sunbelt Securities
Texas
$50.8K
LFG
257
Larson Financial Group
Missouri
$42.2K +$1.76K +78 +4%
US Bancorp
258
US Bancorp
Minnesota
$40.5K +$40.3K +1,784 New
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$32.3K +$32.2K +1,423 New
AI
260
Arvest Investments
Arkansas
$26K
NS
261
NBC Securities
Alabama
$23.7K -$16.2K -716 -41%
PNC Financial Services Group
262
PNC Financial Services Group
Pennsylvania
$11.9K +$11.9K +525 New
KFI
263
Key Financial Inc
Pennsylvania
$9.98K +$9.9K +438 New
TCOV
264
Trust Company of Vermont
Vermont
$7.61K +$7.57K +335 New
S
265
SignatureFD
Georgia
$6.2K
RF
266
Rossby Financial
Florida
$5.95K +$2.98K +132 +102%
EA
267
Evolution Advisers
Virginia
$1K
Goldman Sachs
268
Goldman Sachs
New York
-$9.48M -421,487 Closed
GS
269
GTS Securities
New York
-$603K -26,783 Closed
GSC
270
Ground Swell Capital
South Carolina
-$595K -26,425 Closed
SA
271
Sanctuary Advisors
Indiana
-$472K -20,959 Closed
AI
272
Atria Investments
North Carolina
-$408K -18,137 Closed
BWP
273
Balboa Wealth Partners
Arizona
-$285K -12,661 Closed
XT
274
XTX Topco
Cayman Islands
-$264K -11,739 Closed
OW
275
Olistico Wealth
Oklahoma
-$145K -6,440 Closed

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.