Capital Group Core Plus Income

CGCP • ARCA

Capital Group Core Plus Income is an exchange-traded fund on ARCA. As of Q3 2025, 262 institutional investors hold shares in this ETF, with total holdings valued at $4.6B. Capital International Investors is the largest holder with a position valued at $751.6M.

Overview

Overview of institutional ownership in CGCP as of Q3 2025

All Institutions

Institutions: 262
Value Held: $4.6B
Shares Held: 203.1M
Avg Position: $17.6M
Median Position: $1.7M

Hedge Funds

Hedge Funds: 4
Value Held: $12.5M
Shares Held: 548.3K
Avg Position: $3.1M
Median Position: $3.3M

Biggest Investors

Institutions with the largest positions in CGCP as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
C Capital International Investors Institution	-	$751.6M 0.12% of portfolio	33.1M shares	Q1 2022 Held for 3y 8m	$615.90B
L LPL Financial LLC Institution	-	$430.9M 0.13% of portfolio	19.0M shares	Q2 2022 Held for 3y 5m	$340.07B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$365.8M 0.02% of portfolio	16.1M shares	Q3 2022 Held for 3y 2m	$1.65T
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$296.2M 0.06% of portfolio	13.0M shares	Q4 2022 Held for 2y 11m	$488.50B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$205.1M 0.06% of portfolio	9.0M shares	Q2 2022 Held for 3y 5m	$341.99B
Johnson Bixby & Associates, LLC RIA/Wealth	Heidi Marie Johnson Bixby President	$132.0M 16.92% of portfolio	5.8M shares	Q2 2022 Held for 3y 5m	$780.2M
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$131.2M 0.15% of portfolio	5.8M shares	Q4 2022 Held for 2y 11m	$85.4B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$122.6M 0.04% of portfolio	5.4M shares	Q4 2024 Held for 11 months	$310.43B
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	-	$119.1M 0.08% of portfolio	5.2M shares	Q2 2023 Held for 2y 5m	$149.83B
UBS Group AG Institution	Sergio P. Ermotti CEO	$96.9M 0.02% of portfolio	4.3M shares	Q3 2022 Held for 3y 2m	$511.54B

Net Capital Flow

Institutional buying and selling activity for CGCP in Q3 2025

Traded: +$563.0M
Buyers: 200
Sellers: 64
Total Bought: +$633.5M
Total Sold: −$70.6M
Avg Position: $16.8M

Biggest Buyers

Institution	Net Bought	Current Position
C Capital International Investors Institution	+$142.9M +6.3M shares	$751.6M 33.1M shares
L LPL Financial LLC Institution	+$96.0M +4.2M shares	$430.9M 19.0M shares
Merit Financial Group, LLC RIA/Wealth	+$47.0M +2.1M shares	$51.3M 2.3M shares
MORGAN STANLEY RIA/Wealth	+$38.3M +1.7M shares	$365.8M 16.1M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$32.4M +1.4M shares	$205.1M 9.0M shares
WELLS FARGO & COMPANY/MN Institution	+$31.6M +1.4M shares	$296.2M 13.0M shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$21.1M +928.6K shares	$21.1M 928.6K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$18.0M +790.8K shares	$122.6M 5.4M shares
Janney Montgomery Scott LLC RIA/Wealth	+$16.6M +730.2K shares	$81.8M 3.6M shares
Cetera Investment Advisers RIA/Wealth	+$10.5M +464.1K shares	$131.2M 5.8M shares

Biggest Sellers

Institution	Net Sold	Current Position
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$15.8M −696.4K shares	$68.3M 3.0M shares
J JANE STREET GROUP, LLC Institution	−$14.1M −620.6K shares	$8.3M 365.0K shares
I Investment Planning Advisors, Inc. Institution	−$13.9M −613.2K shares	$5.2M 228.2K shares
GOLDMAN SACHS GROUP INC Institution	−$9.5M −421.5K shares	Sold Off 0 shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	−$4.4M −193.0K shares	$31.0M 1.4M shares
Concurrent Investment Advisors, LLC RIA/Wealth	−$2.1M −92.0K shares	$6.6M 290.6K shares
Baird Financial Group, Inc. Private Equity	−$1.1M −49.2K shares	$33.9M 1.5M shares
O OLD MISSION CAPITAL LLC Institution	−$825.0K −36.3K shares	$1.0M 45.5K shares
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth	−$627.9K −27.6K shares	$1.2M 53.2K shares
G GTS SECURITIES LLC Institution	−$602.6K −26.8K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CGCP in Q3 2025

New Positions: 19
New Value: $9.2M
Exited Positions: 12
Exited Value: $12.3M

New Positions

Institution	Position Value
Summit Financial, LLC RIA/Wealth	$3.0M 129.8K shares
CITIGROUP INC Institution	$2.2M 96.1K shares
T TCFG WEALTH MANAGEMENT, LLC Institution	$585.6K 25.8K shares
Blueprint Investment Partners LLC Long Only Manager	$485.8K 21.4K shares
Blueprint Financial Advisors LLC RIA/Wealth	$485.8K 21.4K shares
NGAM ADVISORS, L.P. Long Only Manager	$474.3K 20.9K shares
Integrity Advisory Solutions, LLC RIA/Wealth	$316.4K 13.9K shares
Mach-1 Financial Group, Inc. RIA/Wealth	$316.4K 13.9K shares
SAGESPRING WEALTH PARTNERS, LLC RIA/Wealth	$248.9K 11.0K shares
GM Advisory Group, Inc. RIA/Wealth	$241.1K 10.6K shares

Exited Positions

Institution	Previous Position
GOLDMAN SACHS GROUP INC Institution	$9.5M 421.5K shares
G GTS SECURITIES LLC Institution	$602.6K 26.8K shares
G Ground Swell Capital, LLC Hedge Fund•Multi-Strategy	$594.6K 26.4K shares
A ATRIA INVESTMENTS LLC Institution	$408.1K 18.1K shares
Balboa Wealth Partners RIA/Wealth	$284.9K 12.7K shares
X XTX Topco Ltd Institution	$264.1K 11.7K shares
Olistico Wealth, LLC RIA/Wealth	$144.9K 6.4K shares
ACIMA PRIVATE WEALTH, LLC RIA/Wealth	$141.2K 6.3K shares
SRS Capital Advisors, Inc. RIA/Wealth	$121.3K 5.4K shares
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity	$101.0K 4.5K shares

Options Activity

Institutions with the largest Call and Put options positions in CGCP as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with CGCP as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
F FinDec Wealth Services, Inc. RIA/Wealth	Michael E Lee CEO	17.52% $16.9M	742.5K shares	Q4 2022 Held for 2y 11m	$96.3M
Johnson Bixby & Associates, LLC RIA/Wealth	Heidi Marie Johnson Bixby President	16.92% $132.0M	5.8M shares	Q2 2022 Held for 3y 5m	$780.2M
Wood Tarver Financial Group, LLC RIA/Wealth	Eric Marshall Tarver CCO	11.04% $36.6M	1.6M shares	Q4 2024 Held for 11 months	$331.7M
Main Line Retirement Advisors, LLC RIA/Wealth	Alfred Francis Matarazzo Managing Partner	10.82% $19.1M	841.5K shares	Q4 2023 Held for 1y 11m	$176.8M
WNY Asset Management, LLC RIA/Wealth	Nicholas M Scibilia CIO	9.13% $94.7M	4.2M shares	Q4 2022 Held for 2y 11m	$1.0B
ADAMSBROWN WEALTH CONSULTANTS LLC RIA/Wealth	Justin Trent Mitchell Partner	9.12% $33.1M	1.5M shares	Q3 2022 Held for 3y 2m	$363.0M
Clearview Wealth Advisors LLC RIA/Wealth	William Eric Clark President	8.78% $13.7M	601.5K shares	Q2 2024 Held for 1y 5m	$155.7M
Midwest Heritage Bank, FSB RIA/Wealth	Matthew Graham Watters President	8.29% $23.4M	1.0M shares	Q2 2022 Held for 3y 5m	$282.1M
Souders Financial Advisors RIA/Wealth	Patrick Daniel Hayes General Counsel	8.02% $66.9M	2.9M shares	Q2 2022 Held for 3y 5m	$833.6M
N NavPoint Financial, Inc. RIA/Wealth	David Gary Martell CEO	7.64% $14.0M	614.4K shares	Q4 2023 Held for 1y 11m	$182.6M

Hedge Fund Spotlight

Discover hedge funds investing in CGCP

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerPeter Fitzhugh Brown

Portfolio Value: $75.8B
Positions: 3,419
Last Reported: Q3 2025

Sector Allocation

Position in Capital Group Core Plus Income

Market Value: $1.3M
Shares Held: 57.4K
Portfolio Weight: 0.00%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$1.6B	2.06%
2 Nvidia NVDA	Semiconductors Technology	$1.1B	1.39%
3 Roblox RBLX	Electronic Gaming & Multimedia Technology	$953.5M	1.26%