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Capital Group Core Plus Income ETF

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: 247263 (+16)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
126
Kestra Private Wealth Services
Texas
$1.82M -$1.65M -74,215 -48%
IFG
127
Independent Financial Group
California
$1.75M +$88.5K +3,980 +5%
PIA
128
Perennial Investment Advisors
California
$1.73M +$626K +28,152 +58%
CWP
129
Cyndeo Wealth Partners
Florida
$1.7M +$47.6K +2,142 +3%
AC
130
AlphaCore Capital
California
$1.68M -$11.8K -529 -0.7%
MFG
131
Magnus Financial Group
New York
$1.67M +$150K +6,759 +10%
SWM
132
Silverlake Wealth Management
Vermont
$1.65M +$13.4K +602 +0.8%
KFP
133
KMG Fiduciary Partners
Ohio
$1.64M +$80.7K +3,629 +5%
AF
134
Allworth Financial
California
$1.58M -$442K -19,868 -22%
FA
135
Fiduciary Alliance
South Carolina
$1.56M +$1.54M +69,337 New
AFP
136
Ausdal Financial Partners
Iowa
$1.54M -$50.5K -2,270 -3%
IA
137
IFG Advisory
Georgia
$1.5M +$471K +21,188 +46%
AFA
138
Alpha Financial Advisors
North Carolina
$1.46M +$3.13K +141 +0.2%
MWM
139
Meridian Wealth Management
Kentucky
$1.43M -$180K -8,116 -11%
CAL
140
Capital Analysts LLC
Pennsylvania
$1.31M +$462K +20,786 +55%
JP Morgan Chase
141
JP Morgan Chase
New York
$1.29M +$256K +11,516 +25%
TWM
142
Trinity Wealth Management
Pennsylvania
$1.24M +$663K +29,839 +118%
RMP
143
Richards, Merrill & Peterson
Washington
$1.23M +$303K +13,635 +33%
PPWP
144
Premier Path Wealth Partners
New Jersey
$1.19M +$445 +20 +0%
BCI
145
Brinker Capital Investments
Pennsylvania
$1.14M +$372K +16,727 +50%
PS
146
Principal Securities
Iowa
$1.1M +$247K +11,126 +30%
BCA
147
Bay Colony Advisors
Massachusetts
$1.09M -$5.38K -242 -0.5%
Franklin Resources
148
Franklin Resources
California
$1.08M +$1.07M +48,155 New
TSWM
149
Tyler-Stone Wealth Management
Ohio
$1.08M +$12K +540 +1%
SFWC
150
Strategic Family Wealth Counselors
New Jersey
$1.08M -$263K -11,812 -20%

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.