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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
Capital International Investors
1
Capital International Investors
California
$468M +$163M +7,276,785 +54%
Morgan Stanley
2
Morgan Stanley
New York
$310M +$65.9M +2,946,147 +27%
LPL Financial
3
LPL Financial
California
$278M +$86.9M +3,884,005 +46%
Wells Fargo
4
Wells Fargo
California
$270M +$35.7M +1,595,947 +15%
JBA
5
Johnson Bixby & Associates
Washington
$124M +$25.4M +1,134,805 +26%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$118M +$16.9M +753,524 +17%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$109M +$12.7M +568,696 +13%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$103M +$10.1M +453,513 +11%
Raymond James Financial
9
Raymond James Financial
Florida
$100M +$5.89M +263,313 +6%
UBS Group
10
UBS Group
Switzerland
$96.4M +$5.85M +261,548 +6%
WAM
11
WNY Asset Management
New York
$90.3M +$4.16M +185,921 +5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$71M +$4.88M +218,099 +7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$60.7M +$6.42M +286,828 +12%
SFA
14
Souders Financial Advisors
Ohio
$60.1M +$4.07M +182,092 +7%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$59.8M +$5.55M +248,308 +10%
MML Investors Services
16
MML Investors Services
Massachusetts
$48.8M -$1.46M -65,106 -3%
HI
17
Harbour Investments
Wisconsin
$47.9M +$4.01M +179,337 +9%
Osaic Holdings
18
Osaic Holdings
Arizona
$45.7M +$7.62M +340,720 +20%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$42.5M +$1.14M +51,176 +3%
Stifel Financial
20
Stifel Financial
Missouri
$42.2M +$4.07M +182,037 +11%
WTFG
21
Wood Tarver Financial Group
Idaho
$36.7M +$1.79M +79,902 +5%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$34.9M +$361K +16,132 +1%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$33.2M -$2.41M -107,693 -7%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$31.7M +$5.83M +260,592 +23%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$31.2M +$8.88M +396,889 +40%

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.