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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
MWP
176
Madison Wealth Partners
Wisconsin
$745K -$63.6K -2,813 -8%
Ameriprise
177
Ameriprise
Minnesota
$738K +$524K +23,195 +249%
CFG
178
Certior Financial Group
Pennsylvania
$735K +$111K +4,905 +18%
GWP
179
Gateway Wealth Partners
Wisconsin
$731K +$289K +12,781 +66%
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$709K +$89.6K +3,963 +15%
HTWM
181
Hartmann Taylor Wealth Management
Texas
$689K +$247K +10,933 +56%
CP
182
Capital Planning
Washington
$642K
WCP
183
Wealthcare Capital Partners
Pennsylvania
$641K +$79.5K +3,520 +14%
FWM
184
Fortress Wealth Management
California
$636K -$372K -16,477 -37%
FTUS
185
Flow Traders U.S.
New York
$626K -$158K -6,998 -20%
JCM
186
Jacobi Capital Management
Pennsylvania
$598K +$7.93K +351 +1%
PTC
187
Private Trust Company
Ohio
$591K +$237K +10,507 +68%
TWM
188
TCFG Wealth Management
California
$586K +$582K +25,775 New
USCWA
189
U.S. Capital Wealth Advisors
Texas
$573K +$44.5K +1,968 +8%
ALA
190
Atlas Legacy Advisors
California
$570K +$184K +8,140 +48%
WIP
191
WealthCare Investment Partners
Rhode Island
$530K +$7.03K +311 +1%
SOS
192
Silver Oak Securities
Tennessee
$513K +$6.12K +271 +1%
AWA
193
Arkadios Wealth Advisors
Georgia
$512K -$26.8K -1,186 -5%
IWC
194
Integrated Wealth Concepts
Massachusetts
$509K -$56.6K -2,506 -10%
AIM
195
Anchor Investment Management
South Carolina
$504K
BFA
196
Blueprint Financial Advisors
North Carolina
$486K +$483K +21,382 New
BIP
197
Blueprint Investment Partners
North Carolina
$486K +$483K +21,382 New
ASN
198
Advisory Services Network
Georgia
$485K +$72.4K +3,204 +18%
Natixis Advisors
199
Natixis Advisors
Massachusetts
$474K +$472K +20,878 New
VC
200
Vicus Capital
Pennsylvania
$469K +$71.8K +3,179 +18%

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.