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Capital Group Core Bond ETF

68 hedge funds and large institutions have $557M invested in Capital Group Core Bond ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

767% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 3

328% more capital invested

Capital invested by funds: $130M → $557M (+$427M)

288% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 8

51% more funds holding

Funds holding: 4568 (+23)

24.56% more ownership

Funds ownership: 64.21%88.77% (+25%)

Holders
68
Holders Change
+23
Holders Change %
+51.11%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
31
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
26
Envestnet Portfolio Solutions
Illinois
$1.23M +$1.23M +47,733 New
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$848K -$28.1K -1,092 -3%
PAG
28
Private Advisor Group
New Jersey
$796K +$293K +11,417 +59%
Mariner
29
Mariner
Kansas
$728K +$2.85K +111 +0.4%
SPC
30
Sigma Planning Corp
Michigan
$674K -$6.22K -242 -0.9%
DADC
31
D.A. Davidson & Co
Montana
$669K +$398K +15,493 +149%
CFGS
32
Concourse Financial Group Securities
Alabama
$650K +$574K +22,320 +800%
USCWA
33
U.S. Capital Wealth Advisors
Texas
$645K +$254K +9,890 +66%
CFB
34
Cullen/Frost Bankers
Texas
$636K +$633K +24,648 New
STA
35
Smith Thornton Advisors
Alabama
$633K +$630K +24,500 New
SFWC
36
Strategic Family Wealth Counselors
New Jersey
$597K +$594K +23,113 New
AF
37
Advisornet Financial
Minnesota
$560K -$3.5K -136 -0.6%
BFA
38
Bill Few Associates
Pennsylvania
$453K +$451K +17,532 New
RIL
39
Rothschild Investment LLC
Illinois
$451K +$7.71K +300 +2%
WWM
40
Western Wealth Management
Colorado
$431K +$429K +16,676 New
AAS
41
Avantax Advisory Services
Texas
$400K +$103K +4,008 +35%
TWP
42
Tempus Wealth Planning
California
$361K +$359K +13,965 New
CA
43
Continuum Advisory
Idaho
$350K +$206 +8 +0.1%
Citadel Advisors
44
Citadel Advisors
Florida
$337K -$115K -4,474 -26%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$291K +$290K +11,269 New
PFS
46
Prospera Financial Services
Texas
$275K +$274K +10,645 New
RK
47
Rather & Kittrell
Tennessee
$263K +$19.4K +753 +8%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$258K +$256K +9,980 New
IFG
49
Independent Financial Group
California
$258K +$256K +9,978 New
FNBT
50
FineMark National Bank & Trust
Florida
$254K +$252K +9,819 New

CGCB Hedge Fund Activity: Q2 2024 in Review

68 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Bond ETF (CGCB) for Q2 2024, worth a combined $557M — up 328% from $130M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CGCB positions and 3 closed out — a net gain of 23 holders — while 31 added to existing stakes and 8 trimmed.

The largest buyer was Advance Capital Management, opening a new position worth an estimated $326M. The largest seller was Capital International Investors, cutting an estimated $10.8M.

  • 68 institutional investors held Capital Group Core Bond ETF (CGCB) as of Q2 2024, up from 45 in Q1 2024.
  • Funds reported $557M of Capital Group Core Bond ETF stock for Q2 2024, up 328% quarter-over-quarter.
  • 26 funds opened new Capital Group Core Bond ETF positions in Q2 2024 and 3 closed out, a net change of +23 holders.
  • The largest Capital Group Core Bond ETF buyer in Q2 2024 was Advance Capital Management, an estimated $326M added.
  • The largest Capital Group Core Bond ETF seller in Q2 2024 was Capital International Investors, an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2024.