We are live on ! Find out more
CGCP icon

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
FFS
101
Forge Financial Services
Oklahoma
$2.75M -$5.97K -267 -0.2%
RIL
102
Rothschild Investment LLC
Illinois
$2.74M +$43.6K +1,950 +2%
WWP
103
Wise Wealth Partners
Arizona
$2.48M +$543K +24,269 +28%
CF
104
Centaurus Financial
California
$2.44M +$2.43M +108,798 New
DC
105
Davenport & Co
Virginia
$2.4M +$115K +5,146 +5%
CGPCS
106
Capital Group Private Client Services
California
$2.38M -$471K -21,044 -17%
OC
107
Oppenheimer & Co
New York
$2.37M +$382K +17,069 +19%
CP
108
Capital Planning
Washington
$2.35M +$1.62M +72,434 +224%
CWM
109
Cornerstone Wealth Management
Missouri
$2.34M -$69.8K -3,119 -3%
AF
110
Advisornet Financial
Minnesota
$2.33M +$676K +30,202 +41%
IA
111
IFP Advisors
Florida
$2.31M +$2.14M +95,636 +1,351%
Comerica Bank
112
Comerica Bank
Texas
$2.3M -$15.8K -707 -0.7%
NA
113
NewEdge Advisors
Louisiana
$2.23M +$316K +14,123 +17%
CL
114
CLG LLC
California
$2.1M +$183K +8,161 +10%
HAIM
115
Hunter Associates Investment Management
Pennsylvania
$2.08M +$155K +6,938 +8%
BWM
116
BlackDiamond Wealth Management
New York
$2.06M +$90.2K +4,035 +5%
GIP
117
Greatmark Investment Partners
Georgia
$2.05M +$431K +19,265 +27%
DAS
118
Dynamic Advisor Solutions
Arizona
$2.03M +$156K +6,994 +8%
AF
119
Allworth Financial
California
$2M -$164K -7,311 -8%
MSAM
120
Moloney Securities Asset Management
Missouri
$1.99M +$24.5K +1,094 +1%
LWM
121
LongView Wealth Management
Georgia
$1.95M +$57.1K +2,554 +3%
EPW
122
Endeavor Private Wealth
Kansas
$1.72M +$341K +15,240 +25%
FMN
123
Financial Management Network
California
$1.71M +$500K +22,352 +41%
AC
124
AlphaCore Capital
California
$1.69M +$1.68M +75,300 New
IFG
125
Independent Financial Group
California
$1.66M -$7.87K -352 -0.5%
3 4
5
6 7

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.