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Capital Group Core Plus Income ETF
CGCP

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: 263 → 268 (+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: 30 → 27 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$142M
2
LPL Financial
LPL Financial
California
+$95.4M
3
MFG
Merit Financial Group
Georgia
+$46.7M
4
Morgan Stanley
Morgan Stanley
New York
+$38.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$32.2M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$15.7M
2
Jane Street
Jane Street
New York
-$14M
3
IPA
Investment Planning Advisors
Georgia
-$13.9M
4
KIM
Kestra Investment Management
Texas
-$13.6M
5
Goldman Sachs
Goldman Sachs
New York
-$9.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
26
Wood Tarver Financial Group
Idaho
$36.6M +$1.05M +46,412 +3%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$33.9M -$1.11M -49,224 -3%
KIM
28
Kestra Investment Management
Texas
$33.2M -$13.6M -602,920 -29%
AWC
29
Adamsbrown Wealth Consultants
Kansas
$33.1M +$4.42M +195,549 +16%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$31M -$4.36M -193,013 -12%
CWS
31
Confluence Wealth Services
Pennsylvania
$31M +$2.84M +125,789 +10%
MSWM
32
McGlone Suttner Wealth Management
Wisconsin
$30.3M +$748K +33,117 +3%
IA
33
IAM Advisory
Pennsylvania
$27.7M +$450K +19,935 +2%
DJSG
34
D.J. St. Germain
Massachusetts
$25.6M +$985K +43,593 +4%
BWP
35
Bernardo Wealth Planning
Pennsylvania
$25.6M +$1.51M +66,854 +6%
MHB
36
Midwest Heritage Bank
Iowa
$23.4M +$427K +18,882 +2%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$21.1M +$21M +928,603 New
QWM
38
Quadcap Wealth Management
Texas
$19.9M +$1.51M +66,647 +8%
MLRA
39
Main Line Retirement Advisors
Montana
$19.1M +$943K +41,745 +5%
AFA
40
AA Financial Advisors
Ohio
$18.8M +$1.76M +77,786 +10%
DADC
41
D.A. Davidson & Co
Montana
$18.3M +$1.41M +62,492 +8%
DWM
42
Diversify Wealth Management
Utah
$18.1M +$1.03M +45,719 +6%
CCM
43
Condor Capital Management
New Jersey
$17.4M +$292K +12,934 +2%
SMM
44
Stadion Money Management
Georgia
$17.3M -$337K -14,925 -2%
FWS
45
FinDec Wealth Services
California
$16.9M +$14.5K +642 +0.1%
RA
46
Ruggaard & Associates
Ohio
$15.5M +$212K +9,370 +1%
Bank of America
47
Bank of America
North Carolina
$14.8M +$10.2M +451,150 +227%
NF
48
NavPoint Financial
Minnesota
$14M +$1.25M +55,176 +10%
CWA
49
Clearview Wealth Advisors
Oregon
$13.7M +$1.17M +51,910 +9%
TPF
50
Tribridge Partners Financial
Maryland
$13.4M +$2.52M +111,601 +23%
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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.