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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
BCG
201
Breakwater Capital Group
New Jersey
$284K -$84.4K -3,775 -23%
BCM
202
Brookstone Capital Management
Illinois
$279K -$264K -11,825 -49%
GWSG
203
GPS Wealth Strategies Group
Colorado
$276K -$24K -1,075 -8%
SIAP
204
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$269K +$5.59K +250 +2%
GVAG
205
Great Valley Advisor Group
Delaware
$264K +$8.03K +359 +3%
HTWM
206
Hartmann Taylor Wealth Management
Texas
$256K +$255K +11,400 New
BB
207
Burford Brothers
Texas
$254K +$253K +11,333 New
TC
208
Trilogy Capital
California
$252K -$36.7K -1,640 -13%
JWCA
209
J.W. Cole Advisors
Florida
$247K +$246K +11,014 New
FPGK
210
Financial Partners Group (Kansas)
Kansas
$242K -$23.7K -1,061 -9%
NWMG
211
National Wealth Management Group
Ohio
$239K -$2.24K -100 -0.9%
Qube Research & Technologies (QRT)
212
Qube Research & Technologies (QRT)
United Kingdom
$232K +$231K +10,320 New
MOS
213
MGO One Seven
Ohio
$216K
SFG
214
Seamount Financial Group
Colorado
$216K -$1.5K -67 -0.7%
XT
215
XTX Topco
Cayman Islands
$210K +$210K +9,369 New
NFA
216
Northwest Financial Advisors
Virginia
$210K +$209K +9,357 New
YWS
217
Yarger Wealth Strategies
Ohio
$201K +$201K +8,968 New
CA
218
Carson Advisory
Georgia
$201K +$200K +8,959 New
HCP
219
Hexagon Capital Partners
Arkansas
$193K
EWP
220
Elevation Wealth Partners
California
$186K
CFD
221
Creative Financial Designs
Indiana
$173K +$116K +5,172 +202%
SPIA
222
Steward Partners Investment Advisory
New York
$171K -$37.1K -1,659 -18%
FP
223
Financial Perspectives
Minnesota
$167K +$11.9K +531 +8%
SIM
224
Synergy Investment Management
Florida
$157K
CA
225
CoreCap Advisors
Michigan
$153K +$9.24K +413 +6%

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.