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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
Capital International Investors
1
Capital International Investors
California
$603M +$132M +5,953,629 +29%
LPL Financial
2
LPL Financial
California
$332M +$51.9M +2,336,073 +19%
Morgan Stanley
3
Morgan Stanley
New York
$324M +$13.8M +618,878 +4%
Wells Fargo
4
Wells Fargo
California
$262M -$8.1M -364,579 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$171M +$52.3M +2,353,628 +45%
JBA
6
Johnson Bixby & Associates
Washington
$127M +$2.1M +94,691 +2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$120M +$10.1M +452,421 +9%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$112M +$8.32M +374,219 +8%
Raymond James Financial
9
Raymond James Financial
Florida
$104M +$2.96M +133,305 +3%
WAM
10
WNY Asset Management
New York
$91.1M +$602K +27,063 +0.7%
UBS Group
11
UBS Group
Switzerland
$88.7M -$7.88M -354,679 -8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$83.3M +$12M +538,551 +17%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$65.9M +$5.05M +227,094 +8%
P
14
&Partners
Tennessee
$65.4M +$54.3M +2,441,115 +533%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$64.6M +$4.62M +207,858 +8%
SFA
16
Souders Financial Advisors
Ohio
$63.3M +$2.97M +133,697 +5%
MML Investors Services
17
MML Investors Services
Massachusetts
$52.2M +$3.2M +144,054 +7%
Stifel Financial
18
Stifel Financial
Missouri
$49.4M +$6.97M +313,669 +17%
KIM
19
Kestra Investment Management
Texas
$46.4M +$25.7M +1,156,455 +128%
HI
20
Harbour Investments
Wisconsin
$44.3M -$3.7M -166,653 -8%
Osaic Holdings
21
Osaic Holdings
Arizona
$44.1M -$1.65M -74,334 -4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$43.3M +$749K +33,711 +2%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$40.3M +$9M +404,857 +29%
SFGP
24
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$36.8M +$12.3M +551,389 +51%
WTFG
25
Wood Tarver Financial Group
Idaho
$35.2M -$1.57M -70,760 -4%

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.