We are live on ! Find out more
CGCP icon

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
MSWM
26
McGlone Suttner Wealth Management
Wisconsin
$28.2M +$1.06M +47,458 +4%
AWC
27
Adamsbrown Wealth Consultants
Kansas
$27.3M +$964K +43,105 +4%
IA
28
IAM Advisory
Pennsylvania
$26.1M +$496K +22,167 +2%
BWP
29
Bernardo Wealth Planning
Pennsylvania
$26.1M +$519K +23,224 +2%
CWS
30
Confluence Wealth Services
Pennsylvania
$26M +$2.85M +127,285 +12%
DJSG
31
D.J. St. Germain
Massachusetts
$25M +$3.38M +151,040 +16%
SFGP
32
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$24.4M +$749K +33,477 +3%
MHB
33
Midwest Heritage Bank
Iowa
$22M +$3.76M +168,155 +21%
KIM
34
Kestra Investment Management
Texas
$20.3M +$6.39M +285,888 +46%
IPA
35
Investment Planning Advisors
Georgia
$19.4M -$459K -20,531 -2%
SMM
36
Stadion Money Management
Georgia
$18.5M -$899K -40,200 -5%
MLRA
37
Main Line Retirement Advisors
Montana
$18.3M +$461K +20,609 +3%
AFA
38
AA Financial Advisors
Ohio
$16.9M +$3.58M +160,211 +27%
FWS
39
FinDec Wealth Services
California
$16.5M -$2.23M -99,596 -12%
QWM
40
Quadcap Wealth Management
Texas
$16.4M +$16.1M +720,963 +7,135%
CCM
41
Condor Capital Management
New Jersey
$16.4M +$671K +29,979 +4%
DADC
42
D.A. Davidson & Co
Montana
$15.6M +$2.2M +98,408 +16%
DWM
43
Diversify Wealth Management
Utah
$15.2M +$470K +21,032 +3%
RA
44
Ruggaard & Associates
Ohio
$14.6M +$104K +4,672 +0.7%
CWA
45
Clearview Wealth Advisors
Oregon
$12M -$256K -11,448 -2%
Jane Street
46
Jane Street
New York
$11.7M +$5.46M +243,963 +88%
NECFA
47
New England Capital Financial Advisors
Connecticut
$11.3M -$559K -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 +$6.34M +283,646 +150%

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.