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Capital Group Core Plus Income ETF
CGCP

Overview Fund Activity

243 hedge funds and large institutions have $3.55B invested in Capital Group Core Plus Income ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 150 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+7
Holders Change %
+2.97%
% of All Funds
3.3%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.37%
New
24
Increased
150
Reduced
53
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$468M
2
LPL Financial
2
LPL Financial
California
$278M
3
Morgan Stanley
3
Morgan Stanley
New York
$310M
4
Wells Fargo
4
Wells Fargo
California
$270M
5
JBA
5
Johnson Bixby & Associates
Washington
$124M

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
BAG
3
Bridgewealth Advisory Group
California
$1.25M
4
FWM
4
Fortress Wealth Management
California
$1.06M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$33.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
76
Smith Thornton Advisors
Alabama
$4.93M +$4.37M +194,474 +780%
EW
77
Entruity Wealth
California
$4.58M +$200K +8,888 +5%
Bank of America
78
Bank of America
North Carolina
$4.58M +$4.55M +202,844 +21,352%
EH
79
Equitable Holdings
New York
$4.49M +$981K +43,691 +28%
IWM
80
IHT Wealth Management
Illinois
$4.39M +$3.76M +167,630 +599%
SIM
81
Studio Investment Management
Illinois
$4.26M +$250K +11,128 +6%
KWM
82
Kingsview Wealth Management
Oregon
$3.88M -$182K -8,100 -4%
VA
83
VestGen Advisors
Illinois
$3.75M +$3.75M +166,845 New
IA
84
Inspire Advisors
Idaho
$3.74M +$468K +20,825 +14%
AF
85
Affiance Financial
Minnesota
$3.58M +$633K +28,213 +22%
FTUS
86
Flow Traders U.S.
New York
$3.54M +$387K +17,219 +12%
KPWS
87
Kestra Private Wealth Services
Texas
$3.48M -$1.16M -51,479 -25%
Truist Financial
88
Truist Financial
North Carolina
$3.35M +$751K +33,455 +29%
CWP
89
Core Wealth Partners
California
$3.26M -$2.24M -99,974 -41%
PFS
90
Prospera Financial Services
Texas
$3.09M +$302K +13,473 +11%
WWM
91
Western Wealth Management
Colorado
$3.06M +$135K +6,025 +5%
LFAS
92
Level Four Advisory Services
Texas
$3.05M +$132K +5,899 +5%
MFG
93
Merit Financial Group
Georgia
$2.99M +$994K +44,267 +50%
BAM
94
Belpointe Asset Management
Nevada
$2.97M +$96.5K +4,300 +3%
NFG
95
Nations Financial Group
Iowa
$2.97M +$456K +20,328 +18%
CA
96
Continuum Advisory
Idaho
$2.93M -$5.66K -252 -0.2%
Goldman Sachs
97
Goldman Sachs
New York
$2.9M +$2.9M +129,356 New
LBC
98
Leigh Baldwin & Co
New York
$2.9M +$638K +28,420 +28%
FFS
99
Forge Financial Services
Oklahoma
$2.75M -$5.99K -267 -0.2%
RIL
100
Rothschild Investment LLC
Illinois
$2.74M +$43.8K +1,950 +2%
2 3
4
5 6