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Capital Group Core Plus Income ETF

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: 247263 (+16)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MA
51
Mutual Advisors
Nebraska
$10.8M -$171K -7,692 -2%
TPF
52
Tribridge Partners Financial
Maryland
$10.8M +$10.6M +478,431 New
SA
53
Sovran Advisors
California
$10.3M +$4.47M +201,082 +77%
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$9.83M +$1.23M +55,512 +15%
WA
55
WBH Advisory
Maryland
$9.65M +$346K +15,579 +4%
EWA
56
EverSource Wealth Advisors
Alabama
$9.56M +$428K +19,247 +5%
Goldman Sachs
57
Goldman Sachs
New York
$9.48M +$6.49M +292,131 +226%
SI
58
Stephens Inc
Arkansas
$9.1M +$8.99M +404,483 New
PAG
59
Private Advisor Group
New Jersey
$8.88M +$273K +12,261 +3%
VA
60
Valmark Advisers
Ohio
$8.84M +$1.98M +88,932 +29%
CIA
61
Concurrent Investment Advisors
Florida
$8.61M +$499K +22,454 +6%
FFP
62
Freedom Financial Partners
Minnesota
$8.32M +$295K +13,285 +4%
BAG
63
Bridgewealth Advisory Group
California
$8.08M +$6.74M +303,168 +542%
GFG
64
Greenbush Financial Group
New York
$8.04M +$556K +25,031 +8%
Truist Financial
65
Truist Financial
North Carolina
$7.77M +$4.35M +195,906 +131%
ATPW
66
Ashton Thomas Private Wealth
Arizona
$7.67M +$1.83M +82,391 +32%
BEI
67
Benjamin Edwards Inc
Missouri
$7.21M +$115K +5,164 +2%
CFGF
68
Compass Financial Group (Florida)
Florida
$6.74M -$24.9K -1,120 -0.4%
AWS
69
Atria Wealth Solutions
New York
$6.57M -$1.41M -63,528 -18%
KAS
70
Kestra Advisory Services
Texas
$6.39M +$1.21M +54,549 +24%
AAS
71
Avantax Advisory Services
Texas
$6.11M +$342K +15,402 +6%
FSBI
72
Fearless Solutions (Best Invest)
Texas
$6M +$397K +17,852 +7%
SCM
73
SOL Capital Management
Maryland
$5.85M -$557K -25,065 -9%
SFC
74
Swisher Financial Concepts
Ohio
$5.82M +$58K +2,610 +1%
GWM
75
Geneos Wealth Management
Colorado
$5.78M -$4.82M -216,682 -46%

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.