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Capital Group Core Plus Income ETF
CGCP

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: 26 → 29 (+3)

5% more capital invested

Capital invested by funds: $3.38B → $3.56B (+$183M)

3% more funds holding

Funds holding: 239 → 247 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$163M
2
LPL Financial
LPL Financial
California
+$86.9M
3
Morgan Stanley
Morgan Stanley
New York
+$65.9M
4
Wells Fargo
Wells Fargo
California
+$35.7M
5
JBA
Johnson Bixby & Associates
Washington
+$25.4M

Top Sellers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
-$14.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$13.9M
3
SA
Sanctuary Advisors
Indiana
-$11.8M
4
BAG
Bridgewealth Advisory Group
California
-$7.53M
5
FWM
Fortress Wealth Management
California
-$4.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
76
Lodestone Wealth Management
Washington
$5.03M +$122K +5,436 +2%
STA
77
Smith Thornton Advisors
Alabama
$4.93M +$4.35M +194,474 +780%
MFN
78
Midwest Financial Network
Illinois
$4.67M +$114K +5,101 +3%
EW
79
Entruity Wealth
California
$4.58M +$199K +8,888 +5%
Bank of America
80
Bank of America
North Carolina
$4.58M +$4.54M +202,844 +21,352%
EH
81
Equitable Holdings
New York
$4.49M +$977K +43,691 +28%
IWM
82
IHT Wealth Management
Illinois
$4.39M +$3.75M +167,630 +599%
SIM
83
Studio Investment Management
Illinois
$4.26M +$249K +11,128 +6%
KWM
84
Kingsview Wealth Management
Oregon
$3.88M -$181K -8,100 -4%
VA
85
VestGen Advisors
Illinois
$3.75M +$3.73M +166,845 New
IA
86
Inspire Advisors
Idaho
$3.74M +$466K +20,825 +14%
AF
87
Affiance Financial
Minnesota
$3.58M +$631K +28,213 +22%
FTUS
88
Flow Traders U.S.
New York
$3.54M +$385K +17,219 +12%
KPWS
89
Kestra Private Wealth Services
Texas
$3.48M -$1.15M -51,479 -25%
Truist Financial
90
Truist Financial
North Carolina
$3.35M +$748K +33,455 +29%
CWP
91
Core Wealth Partners
California
$3.26M -$2.24M -99,974 -41%
PFS
92
Prospera Financial Services
Texas
$3.09M +$301K +13,473 +11%
WWM
93
Western Wealth Management
Colorado
$3.06M +$135K +6,025 +5%
LFAS
94
Level Four Advisory Services
Texas
$3.05M +$132K +5,899 +5%
MFG
95
Merit Financial Group
Georgia
$2.99M +$990K +44,267 +50%
BAM
96
Belpointe Asset Management
Nevada
$2.97M +$96.2K +4,300 +3%
NFG
97
Nations Financial Group
Iowa
$2.97M +$455K +20,328 +18%
CA
98
Continuum Advisory
Idaho
$2.93M -$5.64K -252 -0.2%
Goldman Sachs
99
Goldman Sachs
New York
$2.9M +$2.89M +129,356 New
LBC
100
Leigh Baldwin & Co
New York
$2.9M +$636K +28,420 +28%
2 3
4
5 6

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.