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Capital Group Core Plus Income ETF
CGCP

268 hedge funds and large institutions have $4.62B invested in Capital Group Core Plus Income ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 176 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 56

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

14% more capital invested

Capital invested by funds: $4.06B → $4.62B (+$565M)

2% more funds holding

Funds holding: 263 → 268 (+5)

1.44% more ownership

Funds ownership: 79.05% → 80.5% (+1.4%)

10% less funds holding in top 10

Funds holding in top 10: 30 → 27 (-3)

Holders
268
Holders Change
+5
Holders Change %
+1.9%
% of All Funds
3.52%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.35%
New
25
Increased
176
Reduced
56
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$142M
2
LPL Financial
LPL Financial
California
+$95.4M
3
MFG
Merit Financial Group
Georgia
+$46.7M
4
Morgan Stanley
Morgan Stanley
New York
+$38.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$32.2M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$15.7M
2
Jane Street
Jane Street
New York
-$14M
3
IPA
Investment Planning Advisors
Georgia
-$13.9M
4
KIM
Kestra Investment Management
Texas
-$13.6M
5
Goldman Sachs
Goldman Sachs
New York
-$9.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
101
Prospera Financial Services
Texas
$3.72M +$419K +18,521 +13%
NFG
102
Nations Financial Group
Iowa
$3.07M +$497 +22 +0%
BAM
103
Belpointe Asset Management
Nevada
$3.02M -$68.2K -3,020 -2%
CA
104
Continuum Advisory
Idaho
$2.99M +$98.3K +4,349 +3%
SF
105
Summit Financial
New Jersey
$2.95M +$2.93M +129,845 New
CGPCS
106
Capital Group Private Client Services
California
$2.84M +$64.4K +2,849 +2%
RIL
107
Rothschild Investment LLC
Illinois
$2.83M +$33.9K +1,500 +1%
WWM
108
Western Wealth Management
Colorado
$2.78M +$3.48K +154 +0.1%
FFS
109
Forge Financial Services
Oklahoma
$2.78M +$32.2K +1,426 +1%
JP Morgan Chase
110
JP Morgan Chase
New York
$2.71M +$1.39M +61,650 +107%
HAIM
111
Hunter Associates Investment Management
Pennsylvania
$2.68M +$303K +13,417 +13%
CFB
112
Cullen/Frost Bankers
Texas
$2.67M +$684K +30,259 +35%
CAL
113
Capital Analysts LLC
Pennsylvania
$2.64M +$1.3M +57,713 +99%
GIP
114
Greatmark Investment Partners
Georgia
$2.64M +$194K +8,605 +8%
CL
115
CLG LLC
California
$2.58M +$326K +14,420 +15%
EPW
116
Endeavor Private Wealth
Kansas
$2.57M +$310K +13,708 +14%
IA
117
IFP Advisors
Florida
$2.5M -$221K -9,768 -8%
LWM
118
LongView Wealth Management
Georgia
$2.45M +$335K +14,819 +16%
DAS
119
Dynamic Advisor Solutions
Arizona
$2.33M +$14.4K +637 +0.6%
Comerica Bank
120
Comerica Bank
Texas
$2.31M -$7.43K -329 -0.3%
FMN
121
Financial Management Network
California
$2.28M +$87.7K +3,881 +4%
Citigroup
122
Citigroup
New York
$2.18M +$2.17M +96,097 New
CWM
123
Cornerstone Wealth Management
Missouri
$2.12M -$28.1K -1,242 -1%
SWP
124
Stratos Wealth Partners
Ohio
$2.12M +$1.41M +62,391 +202%
PIA
125
Perennial Investment Advisors
California
$2.09M +$344K +15,222 +20%
3 4
5
6 7

CGCP Hedge Fund Activity: Q3 2025 in Review

268 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Plus Income ETF (CGCP) for Q3 2025, worth a combined $4.62B — up 14% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CGCP positions and 13 closed out — a net gain of 12 holders — while 176 added to existing stakes and 56 trimmed.

The largest buyer was Capital International Investors, adding an estimated $142M. The largest seller was Commonwealth Equity Services, cutting an estimated $15.7M.

  • 268 institutional investors held Capital Group Core Plus Income ETF (CGCP) as of Q3 2025, up from 263 in Q2 2025.
  • Funds reported $4.62B of Capital Group Core Plus Income ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 25 funds opened new Capital Group Core Plus Income ETF positions in Q3 2025 and 13 closed out, a net change of +12 holders.
  • The largest Capital Group Core Plus Income ETF buyer in Q3 2025 was Capital International Investors, an estimated $142M added.
  • The largest Capital Group Core Plus Income ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2025.