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Capital Group Core Plus Income ETF
CGCP

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: 247 → 263 (+16)

3% more funds holding in top 10

Funds holding in top 10: 29 → 30 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$132M
2
P
&Partners
Tennessee
+$54.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$52.3M
4
LPL Financial
LPL Financial
California
+$51.9M
5
KIM
Kestra Investment Management
Texas
+$25.7M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$8.1M
2
UBS Group
UBS Group
Switzerland
-$7.88M
3
GWM
Geneos Wealth Management
Colorado
-$4.82M
4
HI
Harbour Investments
Wisconsin
-$3.7M
5
FTUS
Flow Traders U.S.
New York
-$2.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
101
Prospera Financial Services
Texas
$3.26M +$161K +7,231 +5%
BAM
102
Belpointe Asset Management
Nevada
$3.06M +$76.7K +3,450 +3%
Citadel Advisors
103
Citadel Advisors
Florida
$3.05M +$3.01M +135,528 New
NFG
104
Nations Financial Group
Iowa
$3.04M +$69.3K +3,118 +2%
CA
105
Continuum Advisory
Idaho
$2.86M -$75.2K -3,382 -3%
RIL
106
Rothschild Investment LLC
Illinois
$2.77M +$26.7K +1,200 +1%
WWM
107
Western Wealth Management
Colorado
$2.75M -$309K -13,880 -10%
CGPCS
108
Capital Group Private Client Services
California
$2.75M +$359K +16,141 +15%
IA
109
IFP Advisors
Florida
$2.7M +$383K +17,220 +17%
FFS
110
Forge Financial Services
Oklahoma
$2.68M -$44.5K -2,004 -2%
DC
111
Davenport & Co
Virginia
$2.42M +$23.1K +1,038 +1%
GIP
112
Greatmark Investment Partners
Georgia
$2.42M +$361K +16,225 +18%
HAIM
113
Hunter Associates Investment Management
Pennsylvania
$2.35M +$254K +11,438 +12%
DAS
114
Dynamic Advisor Solutions
Arizona
$2.29M +$251K +11,285 +12%
Comerica Bank
115
Comerica Bank
Texas
$2.29M -$18.8K -845 -0.8%
EPW
116
Endeavor Private Wealth
Kansas
$2.23M +$506K +22,773 +30%
CL
117
CLG LLC
California
$2.23M +$121K +5,454 +6%
AF
118
Advisornet Financial
Minnesota
$2.2M -$131K -5,902 -6%
FMN
119
Financial Management Network
California
$2.16M +$422K +18,979 +25%
CWM
120
Cornerstone Wealth Management
Missouri
$2.13M -$215K -9,654 -9%
LWM
121
LongView Wealth Management
Georgia
$2.09M +$131K +5,881 +7%
CFB
122
Cullen/Frost Bankers
Texas
$1.96M +$526K +23,682 +37%
OMC
123
Old Mission Capital
Illinois
$1.84M +$1.51M +68,043 +494%
MSAM
124
Moloney Securities Asset Management
Missouri
$1.83M -$168K -7,577 -9%
PWH
125
Priebe Wealth Holdings
Minnesota
$1.82M +$507K +22,800 +39%
3 4
5
6 7

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.