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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
VC
201
Vicus Capital
Pennsylvania
$393K +$99.2K +4,465 +34%
ALA
202
Atlas Legacy Advisors
California
$382K
WMA
203
William Mack & Associates
Michigan
$377K +$373K +16,759 New
TI
204
tru Independence
Oregon
$376K +$1.42K +64 +0.4%
RWP
205
Ridgeline Wealth Planning
Ohio
$370K -$6.58K -296 -2%
GKWIM
206
Gerber Kawasaki Wealth & Investment Management
California
$362K -$80.2K -3,609 -18%
AGP
207
Aspire Growth Partners
Florida
$353K +$349K +15,703 New
PTC
208
Private Trust Company
Ohio
$348K -$53.4K -2,401 -13%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$333K +$246K +11,052 +296%
JWCA
210
J.W. Cole Advisors
Florida
$321K +$72K +3,241 +29%
SIAP
211
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$319K +$48.9K +2,200 +18%
TF
212
Tudor Financial
Ohio
$317K +$689 +31 +0.2%
HP
213
Holistic Planning
Texas
$308K
CA
214
Carson Advisory
Georgia
$308K +$105K +4,730 +53%
BCG
215
Breakwater Capital Group
New Jersey
$299K +$14.2K +638 +5%
OP
216
ORG Partners
Indiana
$295K +$242K +10,901 +492%
FFA
217
Frazier Financial Advisors
Ohio
$286K
BWP
218
Balboa Wealth Partners
Arizona
$285K +$281K +12,661 New
BWA
219
Beam Wealth Advisors
Louisiana
$284K +$281K +12,634 New
GWSG
220
GPS Wealth Strategies Group
Colorado
$275K -$2.22K -100 -0.8%
GLA
221
Good Life Advisors
Pennsylvania
$265K -$332K -14,939 -56%
XT
222
XTX Topco
Cayman Islands
$264K +$52.7K +2,370 +25%
SFS
223
Security Financial Services
Indiana
$258K +$254K +11,445 New
Renaissance Technologies
224
Renaissance Technologies
New York
$257K +$253K +11,400 New
SB
225
Strategic Blueprint
Georgia
$254K +$251K +11,289 New

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.