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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
OP
201
ORG Partners
Indiana
$464K +$107K +4,727 +36%
AFA
202
American Financial Advisors
Georgia
$460K -$17.7K -783 -4%
BFG
203
Bleakley Financial Group
New Jersey
$458K -$565 -25 -0.1%
SFS
204
Security Financial Services
Indiana
$453K +$192K +8,504 +74%
PWA
205
Peterson Wealth Advisors
Utah
$428K -$701 -31 -0.2%
FFS
206
Founders Financial Securities
Maryland
$426K -$36.5K -1,614 -8%
TI
207
tru Independence
Oregon
$400K +$19.8K +878 +5%
GVAG
208
Great Valley Advisor Group
Delaware
$387K +$385K +17,026 New
RWP
209
Ridgeline Wealth Planning
Ohio
$383K +$9.45K +418 +3%
WMA
210
William Mack & Associates
Michigan
$381K
BCM
211
Brookstone Capital Management
Illinois
$379K -$91.5K -4,047 -20%
GKWIM
212
Gerber Kawasaki Wealth & Investment Management
California
$369K +$2.78K +123 +0.8%
TWM
213
Tradition Wealth Management
Minnesota
$364K -$33.9K -1,500 -9%
SGI
214
Summit Global Investments
Utah
$363K +$143K +6,330 +65%
SIAP
215
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$354K +$31.5K +1,396 +10%
VVP
216
Venture Visionary Partners
Ohio
$354K +$137K +6,074 +64%
JWCA
217
J.W. Cole Advisors
Florida
$326K +$2.42K +107 +0.8%
TF
218
Tudor Financial
Ohio
$321K +$588 +26 +0.2%
IAS
219
Integrity Advisory Solutions
Texas
$316K +$315K +13,924 New
M1FG
220
Mach-1 Financial Group
Arkansas
$316K +$315K +13,924 New
Focus Partners Wealth
221
Focus Partners Wealth
Massachusetts
$312K +$310K +13,734 New
HP
222
Holistic Planning
Texas
$307K -$4.52K -200 -1%
CIAS
223
Capital Investment Advisory Services
North Carolina
$291K +$200K +8,847 +224%
FFA
224
Frazier Financial Advisors
Ohio
$288K
CA
225
Carson Advisory
Georgia
$286K -$25.2K -1,113 -8%

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.