We are live on ! Find out more
CGCP icon

Capital Group Core Plus Income ETF

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: 2629 (+3)

5% more capital invested

Capital invested by funds: $3.38B → $3.56B (+$183M)

3% more funds holding

Funds holding: 239247 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
126
Cyndeo Wealth Partners
Florida
$1.64M +$390K +17,424 +31%
SWM
127
Silverlake Wealth Management
Vermont
$1.63M -$106K -4,747 -6%
MWM
128
Meridian Wealth Management
Kentucky
$1.61M +$501K +22,395 +45%
AFP
129
Ausdal Financial Partners
Iowa
$1.59M +$141K +6,324 +10%
KFP
130
KMG Fiduciary Partners
Ohio
$1.56M -$92.1K -4,118 -6%
MFG
131
Magnus Financial Group
New York
$1.51M +$82.8K +3,702 +6%
AFA
132
Alpha Financial Advisors
North Carolina
$1.46M +$1.07M +47,974 +284%
CFB
133
Cullen/Frost Bankers
Texas
$1.43M +$227K +10,160 +19%
AAS
134
Asset Allocation Strategies
Michigan
$1.39M +$596K +26,668 +75%
SFWC
135
Strategic Family Wealth Counselors
New Jersey
$1.34M +$60.2K +2,691 +5%
PWH
136
Priebe Wealth Holdings
Minnesota
$1.31M +$1.3M +58,188 New
Envestnet Portfolio Solutions
137
Envestnet Portfolio Solutions
Illinois
$1.26M +$361K +16,156 +41%
BAG
138
Bridgewealth Advisory Group
California
$1.25M -$7.53M -336,886 -86%
PPWP
139
Premier Path Wealth Partners
New Jersey
$1.19M +$77.7K +3,476 +7%
AAS
140
Ameritas Advisory Services
Nebraska
$1.19M -$14.9K -664 -1%
BCA
141
Bay Colony Advisors
Massachusetts
$1.09M -$244K -10,890 -18%
PIA
142
Perennial Investment Advisors
California
$1.09M +$1.09M +48,615 New
AA
143
Advisory Alpha
Michigan
$1.07M -$105K -4,680 -9%
TSWM
144
Tyler-Stone Wealth Management
Ohio
$1.07M +$22K +985 +2%
FWM
145
Fortress Wealth Management
California
$1.06M -$4.65M -207,695 -81%
JP Morgan Chase
146
JP Morgan Chase
New York
$1.03M +$18.1K +808 +2%
IA
147
IFG Advisory
Georgia
$1.02M +$174K +7,782 +21%
TA
148
TrueWealth Advisors
Alabama
$962K -$95.4K -4,265 -9%
PA
149
PFG Advisors
Arizona
$952K +$177K +7,909 +23%
WCM
150
Wealthcare Capital Management
Virginia
$948K +$283K +12,649 +43%

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.