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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
SIG
26
Spinnaker Investment Group
California
$25.4M -$819K -30,831 -3%
AWM
27
Aprio Wealth Management
Georgia
$25M -$467K -17,567 -2%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$24.7M +$8.82M +332,085 +55%
IAA
29
Independent Advisor Alliance
North Carolina
$24.1M +$24.4M +918,362 New
QWM
30
Quadcap Wealth Management
Texas
$23.7M +$2.76M +104,062 +13%
DADC
31
D.A. Davidson & Co
Montana
$21.9M -$141K -5,326 -0.6%
PCP
32
Panoramic Capital Partners
Oregon
$21.7M +$2.02M +75,922 +10%
SI
33
Stephens Inc
Arkansas
$19.3M +$1.08M +40,823 +6%
P
34
&Partners
Tennessee
$19.2M +$2.62M +98,509 +16%
CFS
35
Cannon Financial Strategists
Georgia
$18.4M +$5.12M +192,582 +38%
AFA
36
American Financial Advisors
Georgia
$18.2M -$517K -19,465 -3%
AF
37
Advisornet Financial
Minnesota
$17.8M +$16.3M +615,045 +969%
RHP
38
Royal Harbor Partners
Texas
$17.4M +$17.6M +660,777 New
BW
39
BIP Wealth
Georgia
$16.9M +$3.58M +134,809 +27%
Stifel Financial
40
Stifel Financial
Missouri
$15.7M +$3.06M +115,256 +24%
PAG
41
Private Advisor Group
New Jersey
$15.7M +$1.05M +39,598 +7%
Mariner
42
Mariner
Kansas
$14.9M +$11.2M +421,446 +285%
CTA
43
Clear Trail Advisors
Texas
$14.8M +$14.9M +562,285 New
SPIA
44
Steward Partners Investment Advisory
New York
$14.1M +$618K +23,267 +5%
GFG
45
Greenbush Financial Group
New York
$13.9M +$2.39M +89,928 +20%
NWP
46
NerdWallet Wealth Partners
New York
$13.2M +$4.13M +155,626 +45%
KAS
47
Kestra Advisory Services
Texas
$12.5M +$4.3M +161,714 +51%
VWA
48
Visionary Wealth Advisors
Illinois
$12.5M +$596K +22,435 +5%
JDLA
49
J. Derek Lewis & Associates
California
$12M +$2.01M +75,667 +20%
UBS Group
50
UBS Group
Switzerland
$11.3M +$2.32M +87,393 +25%