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Capital Group Core Plus Income ETF
CGCP

Overview Fund Activity

256 hedge funds and large institutions have $4.03B invested in Capital Group Core Plus Income ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 152 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+13
Holders Change %
+5.35%
% of All Funds
3.43%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.38%
New
27
Increased
152
Reduced
63
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Capital International Investors
Capital International Investors
California
$603M
2
P
&Partners
Tennessee
$65.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$171M
4
LPL Financial
LPL Financial
California
$332M
5
KIM
Kestra Investment Management
Texas
$46.4M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$29.6M
2
Wells Fargo
Wells Fargo
California
$262M
3
UBS Group
UBS Group
Switzerland
$88.7M
4
GWM
Geneos Wealth Management
Colorado
$5.78M
5
HI
Harbour Investments
Wisconsin
$44.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital International Investors
1
Capital International Investors
California
$603M +$134M +5,953,629 +29%
LPL Financial
2
LPL Financial
California
$332M +$52.6M +2,336,073 +19%
Morgan Stanley
3
Morgan Stanley
New York
$324M +$13.9M +618,878 +4%
Wells Fargo
4
Wells Fargo
California
$262M -$8.2M -364,579 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$171M +$53M +2,353,628 +45%
JBA
6
Johnson Bixby & Associates
Washington
$127M +$2.13M +94,691 +2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$120M +$10.2M +452,421 +9%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$112M +$8.42M +374,219 +8%
Raymond James Financial
9
Raymond James Financial
Florida
$104M +$3M +133,305 +3%
WAM
10
WNY Asset Management
New York
$91.1M +$609K +27,063 +0.7%
UBS Group
11
UBS Group
Switzerland
$88.7M -$7.98M -354,679 -8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$83.3M +$12.1M +538,551 +17%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$65.9M +$5.11M +227,094 +8%
P
14
&Partners
Tennessee
$65.4M +$55.1M +2,441,115 +533%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$64.6M +$4.68M +207,858 +8%
SFA
16
Souders Financial Advisors
Ohio
$63.3M +$3.01M +133,697 +5%
MML Investors Services
17
MML Investors Services
Massachusetts
$52.2M +$3.24M +144,054 +7%
Stifel Financial
18
Stifel Financial
Missouri
$49.4M +$7.06M +313,669 +17%
KIM
19
Kestra Investment Management
Texas
$46.4M +$26M +1,156,455 +128%
HI
20
Harbour Investments
Wisconsin
$44.3M -$3.75M -166,653 -8%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$43.3M +$758K +33,711 +2%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$40.3M +$9.08M +404,857 +29%
SFG
23
Stonebridge Financial Group
Pennsylvania
$36.8M +$12.4M +551,389 +51%
WTFG
24
Wood Tarver Financial Group
Idaho
$35.2M -$1.59M -70,760 -4%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$34.9M +$58.9K +2,625 +0.2%
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