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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
CFG
176
Certior Financial Group
Pennsylvania
$618K -$9.76K -439 -2%
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$613K +$130K +5,844 +27%
GS
178
GTS Securities
New York
$603K +$595K +26,783 New
GSC
179
Ground Swell Capital
South Carolina
$595K +$587K +26,425 New
JCM
180
Jacobi Capital Management
Pennsylvania
$585K +$27K +1,216 +5%
IWC
181
Integrated Wealth Concepts
Massachusetts
$560K +$222K +9,974 +67%
WCP
182
Wealthcare Capital Partners
Pennsylvania
$555K +$240K +10,808 +78%
AWA
183
Arkadios Wealth Advisors
Georgia
$534K +$28.3K +1,273 +6%
RIS
184
Richmond Investment Services
Wisconsin
$526K +$519K +23,369 New
USCWA
185
U.S. Capital Wealth Advisors
Texas
$523K +$59.5K +2,678 +13%
WIP
186
WealthCare Investment Partners
Rhode Island
$516K -$1.91K -86 -0.4%
SOS
187
Silver Oak Securities
Tennessee
$502K +$41.9K +1,883 +9%
AIM
188
Anchor Investment Management
South Carolina
$500K
AFA
189
American Financial Advisors
Georgia
$473K -$4.2K -189 -0.9%
SA
190
Sanctuary Advisors
Indiana
$472K -$144K -6,476 -24%
BCM
191
Brookstone Capital Management
Illinois
$467K +$185K +8,315 +67%
FFS
192
Founders Financial Securities
Maryland
$458K -$30.3K -1,361 -6%
BFG
193
Bleakley Financial Group
New Jersey
$455K -$45K -2,026 -9%
FFA
194
Farther Finance Advisors
California
$450K +$445K +20,011 New
GWP
195
Gateway Wealth Partners
Wisconsin
$437K +$111K +4,988 +35%
HTWM
196
Hartmann Taylor Wealth Management
Texas
$437K +$178K +8,000 +70%
PWA
197
Peterson Wealth Advisors
Utah
$424K -$11.2K -505 -3%
AI
198
Atria Investments
North Carolina
$408K -$117K -5,243 -22%
ASN
199
Advisory Services Network
Georgia
$406K -$94K -4,231 -19%
TWM
200
Tradition Wealth Management
Minnesota
$394K -$136K -6,100 -26%

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.