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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
P
51
&Partners
Tennessee
$10.3M +$1.2M +53,636 +13%
WA
52
WBH Advisory
Maryland
$9.28M +$577K +25,818 +7%
EWA
53
EverSource Wealth Advisors
Alabama
$9.11M +$1.86M +83,197 +26%
NF
54
NavPoint Financial
Minnesota
$8.69M +$1.75M +78,033 +25%
PAG
55
Private Advisor Group
New Jersey
$8.58M +$773K +34,571 +10%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$8.57M +$1M +44,839 +13%
CIA
57
Concurrent Investment Advisors
Florida
$8.09M +$407K +18,199 +5%
FFP
58
Freedom Financial Partners
Minnesota
$8.01M +$426K +19,044 +6%
AWS
59
Atria Wealth Solutions
New York
$8M +$3.22M +144,128 +68%
GFG
60
Greenbush Financial Group
New York
$7.46M +$360K +16,114 +5%
BEI
61
Benjamin Edwards Inc
Missouri
$7.08M +$947K +42,326 +15%
VA
62
Valmark Advisers
Ohio
$6.83M +$3.33M +148,812 +96%
CFGF
63
Compass Financial Group (Florida)
Florida
$6.75M -$108K -4,821 -2%
SCM
64
SOL Capital Management
Maryland
$6.4M +$1.09M +48,720 +21%
ATPW
65
Ashton Thomas Private Wealth
Arizona
$5.81M +$792K +35,428 +16%
SA
66
Sovran Advisors
California
$5.79M +$2.34M +104,562 +67%
SFC
67
Swisher Financial Concepts
Ohio
$5.75M +$2.95M +131,895 +106%
AAS
68
Avantax Advisory Services
Texas
$5.75M +$872K +38,997 +18%
FZCM
69
Flynn Zito Capital Management
New York
$5.64M +$4.94M +220,997 +732%
KCP
70
Kera Capital Partners
California
$5.6M -$224K -10,015 -4%
FSBI
71
Fearless Solutions (Best Invest)
Texas
$5.59M -$257K -11,489 -4%
LWMNY
72
Landmark Wealth Management (New York)
New York
$5.41M -$87.8K -3,924 -2%
Mariner
73
Mariner
Kansas
$5.17M +$199K +8,880 +4%
KAS
74
Kestra Advisory Services
Texas
$5.15M -$730K -32,622 -12%
SAM
75
Smartleaf Asset Management
Massachusetts
$5.06M +$2.28M +101,976 +82%

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.