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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
AWA
176
Arkadios Wealth Advisors
Georgia
$504K +$12.9K +579 +3%
ASN
177
Advisory Services Network
Georgia
$502K -$2.21M -98,848 -82%
BFG
178
Bleakley Financial Group
New Jersey
$499K
AIM
179
Anchor Investment Management
South Carolina
$498K
FFS
180
Founders Financial Securities
Maryland
$487K -$42.1K -1,882 -8%
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$480K +$3.22K +144 +0.7%
AFA
182
American Financial Advisors
Georgia
$476K +$5.21K +233 +1%
USCWA
183
U.S. Capital Wealth Advisors
Texas
$462K +$129K +5,781 +39%
SOS
184
Silver Oak Securities
Tennessee
$458K -$89 -4 -0%
GKWIM
185
Gerber Kawasaki Wealth & Investment Management
California
$443K -$374K -16,700 -46%
PWA
186
Peterson Wealth Advisors
Utah
$428K +$4.21K +188 +1%
DFG
187
Delta Financial Group
New Jersey
$403K -$9.82K -439 -2%
PTC
188
Private Trust Company
Ohio
$402K
ALA
189
Atlas Legacy Advisors
California
$382K -$3.83K -171 -1%
RWP
190
Ridgeline Wealth Planning
Ohio
$376K -$17.1K -766 -4%
TI
191
tru Independence
Oregon
$374K +$1.68K +75 +0.5%
IWC
192
Integrated Wealth Concepts
Massachusetts
$335K +$130K +5,790 +63%
GWP
193
Gateway Wealth Partners
Wisconsin
$324K +$323K +14,422 New
TF
194
Tudor Financial
Ohio
$316K +$380 +17 +0.1%
Focus Partners Wealth
195
Focus Partners Wealth
Massachusetts
$313K +$17.7K +790 +6%
WCP
196
Wealthcare Capital Partners
Pennsylvania
$311K +$310K +13,868 New
OMC
197
Old Mission Capital
Illinois
$309K -$2.22M -99,462 -88%
HP
198
Holistic Planning
Texas
$308K +$26.8K +1,200 +10%
VC
199
Vicus Capital
Pennsylvania
$291K +$290K +12,981 New
FFA
200
Frazier Financial Advisors
Ohio
$285K

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.