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Capital Group Core Bond ETF
CGCB

Overview Fund Activity

45 hedge funds and large institutions have $130M invested in Capital Group Core Bond ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+21
Holders Change %
+87.5%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
13
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.4M
2
SI
2
Stephens Inc
Arkansas
$13.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.86M
4
VA
4
Valmark Advisers
Ohio
$19.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.65M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$13.7M
2
AF
2
Advisornet Financial
Minnesota
$567K
3
Jane Street
3
Jane Street
New York
$2.42M
4
MA
4
Mutual Advisors
Nebraska
$2.62M
5
MWM
5
Meridian Wealth Management
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
26
Advisornet Financial
Minnesota
$567K -$5.04M -193,771 -90%
PAG
27
Private Advisor Group
New Jersey
$505K +$505K +19,411 New
OMC
28
Old Mission Capital
Illinois
$502K -$339K -13,038 -40%
Citadel Advisors
29
Citadel Advisors
Florida
$455K +$455K +17,518 New
RIL
30
Rothschild Investment LLC
Illinois
$446K – – –
USCWA
31
U.S. Capital Wealth Advisors
Texas
$392K +$107K +4,100 +37%
CA
32
Continuum Advisory
Idaho
$347K +$347K +13,530 New
AAS
33
Avantax Advisory Services
Texas
$298K +$298K +11,466 New
DADC
34
D.A. Davidson & Co
Montana
$270K – – –
RK
35
Rather & Kittrell
Tennessee
$245K +$245K +9,418 New
WWP
36
WR Wealth Planners
Missouri
$218K +$218K +8,370 New
HI
37
Harbour Investments
Wisconsin
$211K +$22.3K +858 +12%
OIA
38
OneDigital Investment Advisors
Kansas
$203K +$203K +7,821 New
CFGS
39
Concourse Financial Group Securities
Alabama
$72.8K +$72.8K +2,791 New
FP
40
Financial Perspectives
Minnesota
$57.5K +$57.5K +2,211 New
HIA
41
Harbor Investment Advisory
Maryland
$50.1K +$50.1K +1,927 New
NA
42
NewEdge Advisors
Louisiana
$34.2K +$34.2K +1,315 New
SPIA
43
Steward Partners Investment Advisory
New York
$23.3K +$2.5K +96 +12%
CFD
44
Creative Financial Designs
Indiana
$6.06K +$6.06K +233 New
IGWM
45
ICA Group Wealth Management
Colorado
$390 +$390 +15 New
MWM
46
Meridian Wealth Management
Kentucky
– -$1.5M -56,897 Closed
AFM
47
Armstrong Fleming & Moore
District of Columbia
– -$201K -7,595 Closed
AssetMark Inc
48
AssetMark Inc
California
– -$93.3K -3,528 Closed
DJSG
49
D.J. St. Germain
Massachusetts
– -$41.2K -1,557 Closed
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