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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
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$34.9M +$58.3K +2,625 +0.2%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$34.7M +$1.41M +63,243 +4%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$34.7M +$2.88M +129,706 +9%
MSWM
29
McGlone Suttner Wealth Management
Wisconsin
$29.3M +$1.02M +46,080 +4%
AWC
30
Adamsbrown Wealth Consultants
Kansas
$28.4M +$976K +43,926 +4%
CWS
31
Confluence Wealth Services
Pennsylvania
$27.8M +$1.38M +61,926 +5%
IA
32
IAM Advisory
Pennsylvania
$27M +$822K +36,999 +3%
DJSG
33
D.J. St. Germain
Massachusetts
$24.4M -$707K -31,815 -3%
BWP
34
Bernardo Wealth Planning
Pennsylvania
$23.8M -$2.33M -104,732 -9%
MHB
35
Midwest Heritage Bank
Iowa
$22.7M +$643K +28,926 +3%
Jane Street
36
Jane Street
New York
$22.2M +$10.3M +463,563 +89%
IPA
37
Investment Planning Advisors
Georgia
$18.9M -$538K -24,211 -3%
QWM
38
Quadcap Wealth Management
Texas
$18.2M +$1.72M +77,185 +11%
MLRA
39
Main Line Retirement Advisors
Montana
$18M -$367K -16,526 -2%
SMM
40
Stadion Money Management
Georgia
$17.3M -$1.11M -49,800 -6%
CCM
41
Condor Capital Management
New Jersey
$17M +$551K +24,772 +3%
DWM
42
Diversify Wealth Management
Utah
$16.9M +$1.62M +72,879 +11%
AFA
43
AA Financial Advisors
Ohio
$16.8M -$119K -5,332 -0.7%
FWS
44
FinDec Wealth Services
California
$16.7M +$148K +6,657 +0.9%
DADC
45
D.A. Davidson & Co
Montana
$16.7M +$1.03M +46,432 +7%
RA
46
Ruggaard & Associates
Ohio
$15.2M +$496K +22,304 +3%
NF
47
NavPoint Financial
Minnesota
$12.6M +$3.83M +172,135 +44%
CWA
48
Clearview Wealth Advisors
Oregon
$12.4M +$374K +16,824 +3%
NECFA
49
New England Capital Financial Advisors
Connecticut
$12.2M +$931K +41,888 +8%
CF
50
Convergence Financial
Missouri
$10.9M -$225K -10,104 -2%
1
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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.