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Capital Group Core Plus Income ETF
CGCP

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: 247 → 263 (+16)

3% more funds holding in top 10

Funds holding in top 10: 29 → 30 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$132M
2
P
&Partners
Tennessee
+$54.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$52.3M
4
LPL Financial
LPL Financial
California
+$51.9M
5
KIM
Kestra Investment Management
Texas
+$25.7M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$8.1M
2
UBS Group
UBS Group
Switzerland
-$7.88M
3
GWM
Geneos Wealth Management
Colorado
-$4.82M
4
HI
Harbour Investments
Wisconsin
-$3.7M
5
FTUS
Flow Traders U.S.
New York
-$2.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
151
PFG Advisors
Arizona
$1.05M +$99.4K +4,471 +11%
CWM
152
Congress Wealth Management
Massachusetts
$1.05M +$242K +10,876 +30%
FWM
153
Fortress Wealth Management
California
$1M -$65.5K -2,945 -6%
WIA
154
World Investment Advisors
California
$994K +$52.7K +2,369 +6%
CL
155
CVFG LLC
Indiana
$991K +$61.7K +2,778 +7%
5W
156
5T Wealth
California
$987K +$170K +7,666 +21%
PAS
157
Parsonex Advisory Services
Colorado
$985K +$973K +43,786 New
WCM
158
Wealthcare Capital Management
Virginia
$951K +$845 +38 +0.1%
TWP
159
Tempus Wealth Planning
California
$934K -$667 -30 -0.1%
TA
160
TrueWealth Advisors
Alabama
$907K -$57.2K -2,574 -6%
IPW
161
Intergy Private Wealth
Colorado
$896K -$16.8K -758 -2%
EWA
162
EQ Wealth Advisors
Texas
$862K +$206K +9,268 +32%
AA
163
Advisory Alpha
Michigan
$856K -$217K -9,759 -20%
AAS
164
Asset Allocation Strategies
Michigan
$845K -$546K -24,554 -40%
AAS
165
Ameritas Advisory Services
Nebraska
$803K -$395K -17,768 -33%
MWP
166
Madison Wealth Partners
Wisconsin
$801K +$4.87K +219 +0.6%
FTUS
167
Flow Traders U.S.
New York
$777K -$2.73M -122,925 -78%
Koshinski Asset Management
168
Koshinski Asset Management
Illinois
$735K +$108K +4,860 +17%
UAG
169
United Advisor Group
Ohio
$706K +$698K +31,383 New
SWP
170
Stratos Wealth Partners
Ohio
$695K +$686K +30,871 New
OHWA
171
Oak Hill Wealth Advisors
Virginia
$685K +$682K +30,667 New
CFA
172
CWS Financial Advisors
Michigan
$685K +$138K +6,206 +26%
Envestnet Portfolio Solutions
173
Envestnet Portfolio Solutions
Illinois
$671K -$580K -26,112 -47%
CP
174
Capital Planning
Washington
$636K -$1.7M -76,571 -73%
RA
175
RFG Advisory
Alabama
$633K +$44.6K +2,005 +8%
5 6
7
8 9

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.