Capital Group Core Bond ETF
CGCB
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.
525% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 4
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
88% more funds holding
Funds holding: 24 → 45 (+21)
60% more capital invested
Capital invested by funds: $81.5M → $130M (+$48.7M)
30.87% less ownership
Funds ownership: 95.08% → 64.21% (-31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$18.4M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$13.6M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.31M |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
+$6.09M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$4.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$12.6M |
| 2 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$5.05M |
| 3 |
Jane Street
New York
|
-$4.13M |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$2.18M |
| 5 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
-$1.5M |
CGCB Hedge Fund Activity: Q1 2024 in Review
45 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Bond ETF (CGCB) for Q1 2024, worth a combined $130M — up 60% from $81.5M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new CGCB positions and 4 closed out — a net gain of 21 holders — while 13 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $18.4M. The largest seller was Capital International Investors, cutting an estimated $12.6M.
- 45 institutional investors held Capital Group Core Bond ETF (CGCB) as of Q1 2024, up from 24 in Q4 2023.
- Funds reported $130M of Capital Group Core Bond ETF stock for Q1 2024, up 60% quarter-over-quarter.
- 25 funds opened new Capital Group Core Bond ETF positions in Q1 2024 and 4 closed out, a net change of +21 holders.
- The largest Capital Group Core Bond ETF buyer in Q1 2024 was Morgan Stanley, an estimated $18.4M added.
- The largest Capital Group Core Bond ETF seller in Q1 2024 was Capital International Investors, an estimated $12.6M sold.
Based on aggregated 13F filings for Q1 2024.