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Capital Group Core Plus Income ETF
CGCP

Overview Fund Activity

243 hedge funds and large institutions have $3.55B invested in Capital Group Core Plus Income ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 150 increasing their positions, 53 reducing their positions, and 14 closing their positions.

Holders
243
Holders Change
+7
Holders Change %
+2.97%
% of All Funds
3.3%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.37%
New
24
Increased
150
Reduced
53
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$468M
2
LPL Financial
2
LPL Financial
California
$278M
3
Morgan Stanley
3
Morgan Stanley
New York
$310M
4
Wells Fargo
4
Wells Fargo
California
$270M
5
JBA
5
Johnson Bixby & Associates
Washington
$124M

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
BAG
3
Bridgewealth Advisory Group
California
$1.25M
4
FWM
4
Fortress Wealth Management
California
$1.06M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$33.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Capital International Investors
1
Capital International Investors
California
$468M 20,838,254 +7,276,785 +54%
Morgan Stanley
2
Morgan Stanley
New York
$310M 13,792,303 +2,946,147 +27%
LPL Financial
3
LPL Financial
California
$278M 12,405,221 +3,884,005 +46%
Wells Fargo
4
Wells Fargo
California
$270M 12,010,667 +1,595,947 +15%
JBA
5
Johnson Bixby & Associates
Washington
$124M 5,536,984 +1,134,805 +26%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$118M 5,247,876 +753,524 +17%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$109M 4,859,643 +568,696 +13%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$103M 4,605,576 +453,513 +11%
Raymond James Financial
9
Raymond James Financial
Florida
$100M 4,472,790 +263,313 +6%
UBS Group
10
UBS Group
Switzerland
$96.4M 4,295,651 +261,548 +6%
WAM
11
WNY Asset Management
New York
$90.3M 4,021,493 +185,921 +5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$71M 3,164,414 +218,099 +7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$60.7M 2,702,229 +286,828 +12%
SFA
14
Souders Financial Advisors
Ohio
$60.1M 2,678,280 +182,092 +7%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$59.8M 2,663,328 +248,308 +10%
MML Investors Services
16
MML Investors Services
Massachusetts
$48.8M 2,174,200 -65,106 -3%
HI
17
Harbour Investments
Wisconsin
$47.9M 2,134,399 +179,337 +9%
Osaic Holdings
18
Osaic Holdings
Arizona
$45.7M 2,035,843 +340,720 +20%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$42.5M 1,890,978 +51,176 +3%
Stifel Financial
20
Stifel Financial
Missouri
$42.2M 1,880,577 +182,037 +11%
WTFG
21
Wood Tarver Financial Group
Idaho
$36.7M 1,636,597 +79,902 +5%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$34.9M 1,553,363 +16,132 +1%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$33.2M 1,477,892 -107,693 -7%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$31.7M 1,411,248 +260,592 +23%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$31.2M 1,391,320 +396,889 +40%
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