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Capital Group Core Plus Income ETF

268 hedge funds and large institutions have $4.62B invested in Capital Group Core Plus Income ETF in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 176 increasing their positions, 56 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 56

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

14% more capital invested

Capital invested by funds: $4.06B → $4.62B (+$565M)

2% more funds holding

Funds holding: 263268 (+5)

1.44% more ownership

Funds ownership: 79.05%80.5% (+1.4%)

10% less funds holding in top 10

Funds holding in top 10: 3027 (-3)

Holders
268
Holders Change
+5
Holders Change %
+1.9%
% of All Funds
3.52%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.35%
New
25
Increased
176
Reduced
56
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
151
Premier Path Wealth Partners
New Jersey
$1.22M +$12.5K +554 +1%
KPWS
152
Kestra Private Wealth Services
Texas
$1.21M -$625K -27,637 -34%
BCA
153
Bay Colony Advisors
Massachusetts
$1.14M +$33.4K +1,477 +3%
WIA
154
World Investment Advisors
California
$1.09M +$85.2K +3,772 +9%
UAG
155
United Advisor Group
Ohio
$1.08M +$363K +16,044 +51%
OMC
156
Old Mission Capital
Illinois
$1.03M -$821K -36,310 -44%
SFWC
157
Strategic Family Wealth Counselors
New Jersey
$1.01M -$79.5K -3,516 -7%
AssetMark Inc
158
AssetMark Inc
California
$1M +$774K +34,238 +348%
PAS
159
Parsonex Advisory Services
Colorado
$983K -$11.9K -527 -1%
WCM
160
Wealthcare Capital Management
Virginia
$977K +$16.7K +739 +2%
IPW
161
Intergy Private Wealth
Colorado
$942K +$36.4K +1,612 +4%
Envestnet Portfolio Solutions
162
Envestnet Portfolio Solutions
Illinois
$932K +$253K +11,199 +38%
TA
163
TrueWealth Advisors
Alabama
$923K +$7.71K +341 +0.8%
MFG
164
Mann Financial Group
Minnesota
$908K +$903K +39,975 New
AAS
165
Ameritas Advisory Services
Nebraska
$897K +$85.6K +3,788 +11%
AA
166
Advisory Alpha
Michigan
$886K +$18.7K +827 +2%
AAS
167
Asset Allocation Strategies
Michigan
$865K +$12.2K +541 +1%
RIS
168
Richmond Investment Services
Wisconsin
$850K +$317K +14,035 +60%
EWA
169
EQ Wealth Advisors
Texas
$845K -$25.5K -1,127 -3%
TWP
170
Tempus Wealth Planning
California
$843K -$99.6K -4,406 -11%
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
$827K +$83.7K +3,702 +11%
RA
172
RFG Advisory
Alabama
$805K +$166K +7,325 +26%
Franklin Resources
173
Franklin Resources
California
$757K -$335K -14,822 -31%
AGP
174
Aspire Growth Partners
Florida
$756K +$397K +17,587 +112%
CFA
175
CWS Financial Advisors
Michigan
$754K +$61.8K +2,735 +9%

CGCP Hedge Fund Activity: Q3 2025 in Review

268 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Plus Income ETF (CGCP) for Q3 2025, worth a combined $4.62B — up 14% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CGCP positions and 13 closed out — a net gain of 12 holders — while 176 added to existing stakes and 56 trimmed.

The largest buyer was Capital International Investors, adding an estimated $142M. The largest seller was Commonwealth Equity Services, cutting an estimated $15.7M.

  • 268 institutional investors held Capital Group Core Plus Income ETF (CGCP) as of Q3 2025, up from 263 in Q2 2025.
  • Funds reported $4.62B of Capital Group Core Plus Income ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 25 funds opened new Capital Group Core Plus Income ETF positions in Q3 2025 and 13 closed out, a net change of +12 holders.
  • The largest Capital Group Core Plus Income ETF buyer in Q3 2025 was Capital International Investors, an estimated $142M added.
  • The largest Capital Group Core Plus Income ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2025.