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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
FZCM
76
Flynn Zito Capital Management
New York
$5.64M -$9.18K -413 -0.2%
SAM
77
Smartleaf Asset Management
Massachusetts
$5.53M +$461K +20,756 +9%
KCP
78
Kera Capital Partners
California
$5.51M -$97.4K -4,381 -2%
LWMNY
79
Landmark Wealth Management (New York)
New York
$5.33M -$91.2K -4,104 -2%
Mariner
80
Mariner
Kansas
$5.25M +$70.3K +3,162 +1%
IWM
81
IHT Wealth Management
Illinois
$5.24M +$833K +37,488 +19%
CWP
82
Core Wealth Partners
California
$5.18M +$1.89M +84,816 +58%
STA
83
Smith Thornton Advisors
Alabama
$4.96M +$19.3K +868 +0.4%
LWM
84
Lodestone Wealth Management
Washington
$4.95M -$81.4K -3,662 -2%
EW
85
Entruity Wealth
California
$4.92M +$324K +14,589 +7%
EH
86
Equitable Holdings
New York
$4.72M +$222K +10,010 +5%
MFN
87
Midwest Financial Network
Illinois
$4.65M -$28.9K -1,302 -0.6%
Bank of America
88
Bank of America
North Carolina
$4.47M -$111K -4,993 -2%
SIM
89
Studio Investment Management
Illinois
$4.35M +$79.8K +3,589 +2%
MFG
90
Merit Financial Group
Georgia
$4.31M +$1.3M +58,646 +44%
KWM
91
Kingsview Wealth Management
Oregon
$4.05M +$161K +7,229 +4%
NA
92
NewEdge Advisors
Louisiana
$4M +$1.75M +78,553 +79%
CF
93
Centaurus Financial
California
$3.96M +$1.5M +67,364 +62%
GRP
94
Global Retirement Partners
California
$3.91M +$3.86M +173,824 New
VA
95
VestGen Advisors
Illinois
$3.87M +$117K +5,248 +3%
AF
96
Affiance Financial
Minnesota
$3.84M +$247K +11,126 +7%
LBC
97
Leigh Baldwin & Co
New York
$3.82M +$908K +40,837 +32%
IA
98
Inspire Advisors
Idaho
$3.81M +$53.8K +2,422 +1%
LFAS
99
Level Four Advisory Services
Texas
$3.75M +$680K +30,607 +23%
OC
100
Oppenheimer & Co
New York
$3.61M +$1.22M +54,902 +52%

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.