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Capital Group Core Plus Income ETF

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: 263268 (+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: 3027 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
51
New England Capital Financial Advisors
Connecticut
$12.9M +$544K +24,092 +4%
SA
52
Sovran Advisors
California
$12.9M +$2.29M +101,482 +22%
VA
53
Valmark Advisers
Ohio
$12.1M +$3.17M +140,226 +36%
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$11.7M +$1.8M +79,537 +18%
CF
55
Convergence Financial
Missouri
$11.7M +$718K +31,772 +7%
MA
56
Mutual Advisors
Nebraska
$11.5M +$412K +18,246 +4%
WA
57
WBH Advisory
Maryland
$10.9M +$1.16M +51,499 +12%
PAG
58
Private Advisor Group
New Jersey
$10.1M +$1.15M +50,779 +13%
EWA
59
EverSource Wealth Advisors
Alabama
$10.1M +$439K +19,425 +5%
SI
60
Stephens Inc
Arkansas
$8.9M -$290K -12,818 -3%
ATPW
61
Ashton Thomas Private Wealth
Arizona
$8.83M +$1.07M +47,490 +14%
GFG
62
Greenbush Financial Group
New York
$8.79M +$672K +29,734 +8%
BEI
63
Benjamin Edwards Inc
Missouri
$8.76M +$1.47M +65,065 +20%
FFP
64
Freedom Financial Partners
Minnesota
$8.7M +$294K +13,007 +4%
BAG
65
Bridgewealth Advisory Group
California
$8.58M +$420K +18,570 +5%
Jane Street
66
Jane Street
New York
$8.29M -$14M -620,553 -63%
Truist Financial
67
Truist Financial
North Carolina
$8.07M +$224K +9,915 +3%
KAS
68
Kestra Advisory Services
Texas
$6.92M +$464K +20,516 +7%
CFGF
69
Compass Financial Group (Florida)
Florida
$6.66M -$139K -6,142 -2%
CIA
70
Concurrent Investment Advisors
Florida
$6.6M -$2.08M -92,042 -24%
SFC
71
Swisher Financial Concepts
Ohio
$6.25M +$365K +16,171 +6%
FSBI
72
Fearless Solutions (Best Invest)
Texas
$6.17M +$110K +4,866 +2%
KCP
73
Kera Capital Partners
California
$5.94M +$367K +16,227 +7%
SAM
74
Smartleaf Asset Management
Massachusetts
$5.88M +$274K +12,122 +5%
Mariner
75
Mariner
Kansas
$5.87M +$565K +24,993 +11%

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.