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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
WIA
151
World Investment Advisors
California
$939K -$28.6K -1,280 -3%
TWP
152
Tempus Wealth Planning
California
$933K +$176K +7,867 +23%
CL
153
CVFG LLC
Indiana
$926K +$29.2K +1,304 +3%
RMP
154
Richards, Merrill & Peterson
Washington
$921K +$102K +4,550 +12%
IPW
155
Intergy Private Wealth
Colorado
$911K -$1.61K -72 -0.2%
CAL
156
Capital Analysts LLC
Pennsylvania
$845K +$787K +35,205 +1,437%
PS
157
Principal Securities
Iowa
$835K
5W
158
5T Wealth
California
$812K +$48.8K +2,180 +6%
CWM
159
Congress Wealth Management
Massachusetts
$805K +$801K +35,826 New
MWP
160
Madison Wealth Partners
Wisconsin
$794K +$8.19K +366 +1%
BCI
161
Brinker Capital Investments
Pennsylvania
$758K +$378K +16,916 +100%
OPS
162
Orion Portfolio Solutions
Nebraska
$758K +$378K +16,916 +100%
EWA
163
EQ Wealth Advisors
Texas
$652K +$2.91K +130 +0.4%
CWC
164
Carolinas Wealth Consulting
North Carolina
$648K -$67 -3 -0%
CFG
165
Certior Financial Group
Pennsylvania
$626K +$9.3K +416 +2%
Koshinski Asset Management
166
Koshinski Asset Management
Illinois
$625K +$225K +10,053 +57%
SA
167
Sanctuary Advisors
Indiana
$616K -$11.8M -526,418 -95%
GLA
168
Good Life Advisors
Pennsylvania
$600K +$27.3K +1,221 +5%
RA
169
RFG Advisory
Alabama
$586K -$2.91K -130 -0.5%
TWM
170
Trinity Wealth Management
Pennsylvania
$566K +$165K +7,362 +41%
JCM
171
Jacobi Capital Management
Pennsylvania
$556K +$6.29K +281 +1%
CFA
172
CWS Financial Advisors
Michigan
$544K +$5.3K +237 +1%
TWM
173
Tradition Wealth Management
Minnesota
$530K -$13.4K -600 -2%
AI
174
Atria Investments
North Carolina
$525K -$433K -19,352 -45%
WIP
175
WealthCare Investment Partners
Rhode Island
$508K +$5.84K +261 +1%

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.