CGCP icon

Capital Group Core Plus Income ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AFP
126
Ausdal Financial Partners
Iowa
$1.59M +$142K +6,324 +10%
KFP
127
KMG Fiduciary Partners
Ohio
$1.56M -$92.4K -4,118 -6%
MFG
128
Magnus Financial Group
New York
$1.51M +$83.1K +3,702 +6%
AFA
129
Alpha Financial Advisors
North Carolina
$1.46M +$1.08M +47,974 +284%
CFB
130
Cullen/Frost Bankers
Texas
$1.43M +$228K +10,160 +19%
AAS
131
Asset Allocation Strategies
Michigan
$1.39M +$599K +26,668 +75%
SFWC
132
Strategic Family Wealth Counselors
New Jersey
$1.34M +$60.4K +2,691 +5%
PWH
133
Priebe Wealth Holdings
Minnesota
$1.31M +$1.31M +58,188 New
Envestnet Portfolio Solutions
134
Envestnet Portfolio Solutions
Illinois
$1.26M +$363K +16,156 +41%
BAG
135
Bridgewealth Advisory Group
California
$1.25M -$7.56M -336,886 -86%
PPWP
136
Premier Path Wealth Partners
New Jersey
$1.19M +$78K +3,476 +7%
AAS
137
Ameritas Advisory Services
Nebraska
$1.19M -$14.8K -664 -1%
BCA
138
Bay Colony Advisors
Massachusetts
$1.09M -$244K -10,890 -18%
PIA
139
Perennial Investment Advisors
California
$1.09M +$1.09M +48,615 New
AA
140
Advisory Alpha
Michigan
$1.07M -$105K -4,680 -9%
TSWM
141
Tyler-Stone Wealth Management
Ohio
$1.07M +$22.1K +985 +2%
FWM
142
Fortress Wealth Management
California
$1.06M -$4.66M -207,695 -81%
JPMorgan Chase & Co
143
JPMorgan Chase & Co
New York
$1.03M +$18.1K +808 +2%
IA
144
IFG Advisory
Georgia
$1.02M +$175K +7,782 +21%
TA
145
TrueWealth Advisors
Alabama
$962K -$95.7K -4,265 -9%
PA
146
PFG Advisors
Arizona
$952K +$178K +7,909 +23%
WCM
147
Wealthcare Capital Management
Virginia
$948K +$284K +12,649 +43%
WIA
148
World Investment Advisors
California
$939K -$28.7K -1,280 -3%
TWP
149
Tempus Wealth Planning
California
$933K +$177K +7,867 +23%
CL
150
CVFG LLC
Indiana
$926K +$29.3K +1,304 +3%