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Capital Group Core Bond ETF
CGCB

Overview Fund Activity

67 hedge funds and large institutions have $557M invested in Capital Group Core Bond ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
67
Holders Change
+22
Holders Change %
+48.89%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
25
Increased
31
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Advance Capital Management
Michigan
$328M
2
Morgan Stanley
2
Morgan Stanley
New York
$52.5M
3
AFA
3
American Financial Advisors
Georgia
$21.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.2M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.98M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$2.76M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
DIM
4
Delta Investment Management
California
$0
5
AA
5
Ancora Advisors
Ohio
$3.67M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
26
Envestnet Portfolio Solutions
Illinois
$1.23M 47,733 +47,733 New
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$848K 32,853 -1,092 -3%
PAG
28
Private Advisor Group
New Jersey
$796K 30,828 +11,417 +59%
Mariner
29
Mariner
Kansas
$728K 28,209 +111 +0.4%
SPC
30
Sigma Planning Corp
Michigan
$674K 26,095 -242 -0.9%
DADC
31
D.A. Davidson & Co
Montana
$669K 25,893 +15,493 +149%
CFGS
32
Concourse Financial Group Securities
Alabama
$650K 25,111 +22,320 +800%
USCWA
33
U.S. Capital Wealth Advisors
Texas
$645K 24,970 +9,890 +66%
CFB
34
Cullen/Frost Bankers
Texas
$636K 24,648 +24,648 New
STA
35
Smith Thornton Advisors
Alabama
$633K 24,500 +24,500 New
SFWC
36
Strategic Family Wealth Counselors
New Jersey
$597K 23,113 +23,113 New
AF
37
Advisornet Financial
Minnesota
$560K 21,674 -136 -0.6%
BFA
38
Bill Few Associates
Pennsylvania
$453K 17,532 +17,532 New
RIL
39
Rothschild Investment LLC
Illinois
$451K 17,450 +300 +2%
WWM
40
Western Wealth Management
Colorado
$431K 16,676 +16,676 New
AAS
41
Avantax Advisory Services
Texas
$400K 15,474 +4,008 +35%
TWP
42
Tempus Wealth Planning
California
$361K 13,965 +13,965 New
CA
43
Continuum Advisory
Idaho
$350K 13,538 +8 +0.1%
Citadel Advisors
44
Citadel Advisors
Florida
$337K 13,044 -4,474 -26%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$291K 11,269 +11,269 New
PFS
46
Prospera Financial Services
Texas
$275K 10,645 +10,645 New
RK
47
Rather & Kittrell
Tennessee
$263K 10,171 +753 +8%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$258K 9,980 +9,980 New
FNBT
49
FineMark National Bank & Trust
Florida
$254K 9,819 +9,819 New
DFG
50
Dupree Financial Group
Kentucky
$237K 9,196 +9,196 New
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