We are live on ! Find out more
CGCB icon

Capital Group Core Bond ETF

252 hedge funds and large institutions have $4.1B invested in Capital Group Core Bond ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 171 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

452% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 31

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

28% more capital invested

Capital invested by funds: $3.2B → $4.1B (+$901M)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

6% more funds holding

Funds holding: 237252 (+15)

1.53% more ownership

Funds ownership: 88.55%90.08% (+1.5%)

Holders
252
Holders Change
+15
Holders Change %
+6.33%
% of All Funds
3.1%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
33
Increased
171
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$784M +$165M +6,207,170 +26%
LPL Financial
2
LPL Financial
California
$746M +$164M +6,159,437 +28%
Morgan Stanley
3
Morgan Stanley
New York
$237M +$33.9M +1,277,040 +16%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$181M +$38.6M +1,454,691 +27%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$141M +$39.4M +1,484,379 +38%
Wells Fargo
6
Wells Fargo
California
$114M +$38.3M +1,443,196 +50%
Raymond James Financial
7
Raymond James Financial
Florida
$105M +$26.4M +992,356 +33%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$103M +$15.7M +591,197 +18%
Bank of America
9
Bank of America
North Carolina
$95.7M +$25.7M +968,033 +36%
BEI
10
Benjamin Edwards Inc
Missouri
$76.1M +$71.9M +2,708,421 +1,428%
SEI Investments
11
SEI Investments
Pennsylvania
$65.7M +$16.7M +629,239 +34%
JBA
12
Johnson Bixby & Associates
Washington
$57.4M +$3.7M +139,251 +7%
MFG
13
Merit Financial Group
Georgia
$55.3M +$1.91M +72,094 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$54.3M -$1.65M -62,195 -3%
VA
15
Valmark Advisers
Ohio
$54.1M +$24.7M +930,871 +83%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$50.1M +$5.33M +200,800 +12%
LFG
17
Leverty Financial Group
Wisconsin
$44.3M +$2.78M +104,590 +7%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$41.9M +$4.55M +171,451 +12%
MML Investors Services
19
MML Investors Services
Massachusetts
$41.2M +$6.38M +240,308 +18%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$39.1M +$19.6M +738,407 +99%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$33.9M +$8.01M +301,555 +30%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$32.4M +$11.3M +423,916 +52%
NA
23
NewEdge Advisors
Louisiana
$30.9M +$1.94M +73,215 +7%
EWS
24
Evergreen Wealth Solutions
Pennsylvania
$30.5M +$15.5M +584,162 +101%
CA
25
Continuum Advisory
Idaho
$29.1M +$2.19M +82,310 +8%