CGCP icon

Capital Group Core Plus Income ETF

298 hedge funds and large institutions have $5.11B invested in Capital Group Core Plus Income ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 178 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$33.6M
CWS
27
Confluence Wealth Services
Pennsylvania
$33.1M
MSWM
28
McGlone Suttner Wealth Management
Wisconsin
$31.3M
IA
29
IAM Advisory
Pennsylvania
$28.5M
BWP
30
Bernardo Wealth Planning
Pennsylvania
$26.2M
DJSG
31
D.J. St. Germain
Massachusetts
$25.8M
WTFG
32
Wood Tarver Financial Group
Idaho
$25.2M
MHB
33
Midwest Heritage Bank
Iowa
$24.6M
VA
34
Valmark Advisers
Ohio
$23.7M
Bank of America
35
Bank of America
North Carolina
$22.9M
AWM
36
Aprio Wealth Management
Georgia
$20.8M
DADC
37
D.A. Davidson & Co
Montana
$20.1M
JBA
38
Johnson Bixby & Associates
Washington
$20M
DWM
39
Diversify Wealth Management
Utah
$19.2M
MLRA
40
Main Line Retirement Advisors
Montana
$18.9M
AFA
41
AA Financial Advisors
Ohio
$18.4M
CCM
42
Condor Capital Management
New Jersey
$17.8M
EPW
43
Evolve Private Wealth
California
$17.2M
TWM
44
Troutman Wealth Management
Pennsylvania
$17.1M
FWS
45
FinDec Wealth Services
California
$16.1M
TPF
46
Tribridge Partners Financial
Maryland
$15.4M
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$14.9M
NF
48
NavPoint Financial
Minnesota
$14.9M
RA
49
Ruggaard & Associates
Ohio
$14.1M
EWA
50
EverSource Wealth Advisors
Alabama
$14.1M