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Capital Group Core Plus Income ETF
CGCP

Overview Fund Activity

243 hedge funds and large institutions have $3.55B invested in Capital Group Core Plus Income ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 150 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+7
Holders Change %
+2.97%
% of All Funds
3.3%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.37%
New
24
Increased
150
Reduced
53
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Capital International Investors
Capital International Investors
California
$468M
2
LPL Financial
LPL Financial
California
$278M
3
Morgan Stanley
Morgan Stanley
New York
$310M
4
Wells Fargo
Wells Fargo
California
$270M
5
JBA
Johnson Bixby & Associates
Washington
$124M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
$0
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
BAG
Bridgewealth Advisory Group
California
$1.25M
4
FWM
Fortress Wealth Management
California
$1.06M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$33.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWM
26
McGlone Suttner Wealth Management
Wisconsin
$28.2M +$1.07M +47,458 +4%
AWC
27
Adamsbrown Wealth Consultants
Kansas
$27.3M +$968K +43,105 +4%
IA
28
IAM Advisory
Pennsylvania
$26.1M +$498K +22,167 +2%
BWP
29
Bernardo Wealth Planning
Pennsylvania
$26.1M +$521K +23,224 +2%
CWS
30
Confluence Wealth Services
Pennsylvania
$26M +$2.82M +127,285 +12%
DJSG
31
D.J. St. Germain
Massachusetts
$25M +$3.39M +151,040 +16%
SFG
32
Stonebridge Financial Group
Pennsylvania
$24.4M +$752K +33,477 +3%
MHB
33
Midwest Heritage Bank
Iowa
$22M +$3.78M +168,155 +21%
KIM
34
Kestra Investment Management
Texas
$20.3M +$6.42M +285,888 +46%
IPA
35
Investment Planning Advisors
Georgia
$19.4M -$461K -20,531 -2%
SMM
36
Stadion Money Management
Georgia
$18.5M -$902K -40,200 -5%
MLRA
37
Main Line Retirement Advisors
Montana
$18.3M +$463K +20,609 +3%
AFA
38
AA Financial Advisors
Ohio
$16.9M +$3.6M +160,211 +27%
FWS
39
FinDec Wealth Services
California
$16.5M -$2.24M -99,596 -12%
QWM
40
Quadcap Wealth Management
Texas
$16.4M +$16.2M +720,963 +7,135%
CCM
41
Condor Capital Management
New Jersey
$16.4M +$673K +29,979 +4%
DADC
42
D.A. Davidson & Co
Montana
$15.6M +$2.21M +98,408 +16%
DWM
43
Diversify Wealth Management
Utah
$15.2M +$472K +21,032 +3%
RA
44
Ruggaard & Associates
Ohio
$14.6M +$105K +4,672 +0.7%
CWA
45
Clearview Wealth Advisors
Oregon
$12M -$257K -11,448 -2%
Jane Street
46
Jane Street
New York
$11.7M +$5.48M +243,963 +88%
NECFA
47
New England Capital Financial Advisors
Connecticut
$11.3M -$561K -25,005 -5%
CF
48
Convergence Financial
Missouri
$11.1M +$214K +9,548 +2%
MA
49
Mutual Advisors
Nebraska
$11M -$104K -4,660 -0.9%
GWM
50
Geneos Wealth Management
Colorado
$10.6M +$6.37M +283,646 +150%
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