We are live on ! Find out more
CGCP icon

Capital Group Core Plus Income ETF

309 hedge funds and large institutions have $6.03B invested in Capital Group Core Plus Income ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 193 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 54

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

17% more capital invested

Capital invested by funds: $5.14B → $6.03B (+$895M)

3.23% more ownership

Funds ownership: 79.68%82.92% (+3.2%)

0% more funds holding

Funds holding: 308309 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

Holders
309
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
3.81%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.36%
New
30
Increased
193
Reduced
54
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
201
Certior Financial Group
Pennsylvania
$822K +$21.8K +964 +3%
EWA
202
EQ Wealth Advisors
Texas
$810K -$13.3K -586 -2%
MWP
203
Madison Wealth Partners
Wisconsin
$776K +$37.9K +1,673 +5%
CFA
204
CWS Financial Advisors
Michigan
$768K +$13.8K +608 +2%
BFA
205
Blueprint Financial Advisors
North Carolina
$753K +$139K +6,121 +22%
BIP
206
Blueprint Investment Partners
North Carolina
$753K +$139K +6,121 +22%
HF
207
HRT Financial
New York
$728K -$614K -27,127 -45%
WCP
208
Wealthcare Capital Partners
Pennsylvania
$707K +$139K +6,141 +24%
ASN
209
Advisory Services Network
Georgia
$668K +$189K +8,326 +39%
IWC
210
Integrated Wealth Concepts
Massachusetts
$660K +$114K +5,028 +21%
CC
211
Clearwave Capital
California
$657K +$4.71K +208 +0.7%
Franklin Resources
212
Franklin Resources
California
$645K
CP
213
Capital Planning
Washington
$631K
USCWA
214
U.S. Capital Wealth Advisors
Texas
$622K +$24K +1,060 +4%
CIAS
215
Capital Investment Advisory Services
North Carolina
$609K +$44.6K +1,968 +8%
SFS
216
Security Financial Services
Indiana
$607K +$122K +5,381 +25%
Bank of New York Mellon
217
Bank of New York Mellon
New York
$602K +$610K +26,942 New
JCM
218
Jacobi Capital Management
Pennsylvania
$599K +$6.82K +301 +1%
VAS
219
Vestmark Advisory Solutions
Massachusetts
$598K +$606K +26,757 New
SOS
220
Silver Oak Securities
Tennessee
$554K +$66.9K +2,953 +14%
ALA
221
Atlas Legacy Advisors
California
$537K
BWP
222
Balboa Wealth Partners
Arizona
$514K +$521K +23,018 New
LWA
223
Lantern Wealth Advisors
New York
$508K +$515K +22,722 New
AIM
224
Anchor Investment Management
South Carolina
$496K
MBC
225
Michael Brady & Co
Ohio
$493K +$240K +10,577 +92%