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Capital Group Core Bond ETF
CGCB

Overview Fund Activity

109 hedge funds and large institutions have $1.06B invested in Capital Group Core Bond ETF in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 52 increasing their positions, 5 reducing their positions, and 0 closing their positions.

Holders
109
Holders Change
+42
Holders Change %
+62.69%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
44
Increased
52
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Advance Capital Management
Michigan
$500M
2
Capital International Investors
2
Capital International Investors
California
$51.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$48.6M
4
LPL Financial
4
LPL Financial
California
$43.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$78.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$782K
2
MA
2
Mutual Advisors
Nebraska
$1.99M
3
CIA
3
Concurrent Investment Advisors
Florida
$3.24M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$817K
5
WWP
5
WR Wealth Planners
Missouri
$222K
Name Market Value Shares Shares
Change 		Shares
Change %
CWMS
26
Cannon Wealth Management Services
North Carolina
$4.25M 157,863 +157,863 New
AA
27
Ancora Advisors
Ohio
$3.88M 143,915 +1,801 +1%
IWM
28
IHT Wealth Management
Illinois
$3.76M 139,512 +139,512 New
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$3.59M 133,113 +123,133 +1,234%
SAM
30
Smartleaf Asset Management
Massachusetts
$3.46M 128,034 +128,034 New
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$3.34M 124,044 +112,775 +1,001%
CIA
32
Concurrent Investment Advisors
Florida
$3.24M 120,279 -2,718 -2%
SB
33
Strategic Blueprint
Georgia
$3.05M 112,989 +112,989 New
Citadel Advisors
34
Citadel Advisors
Florida
$2.92M 108,475 +95,431 +732%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$2.16M 80,240 +32,507 +68%
SCM
36
Saxony Capital Management
Missouri
$1.99M 73,796 +65,559 +796%
MA
37
Mutual Advisors
Nebraska
$1.99M 75,188 -17,534 -19%
AWS
38
Atria Wealth Solutions
New York
$1.96M 72,673 +72,673 New
STA
39
Smith Thornton Advisors
Alabama
$1.94M 71,904 +47,404 +193%
LWM
40
Lodestone Wealth Management
Washington
$1.74M 64,498 +14,845 +30%
KAS
41
KPP Advisory Services
Kentucky
$1.7M 63,057 +63,057 New
MWM
42
Meridian Wealth Management
Kentucky
$1.53M 56,897 – –
CFGS
43
Concourse Financial Group Securities
Alabama
$1.47M 54,610 +29,499 +117%
SFWC
44
Strategic Family Wealth Counselors
New Jersey
$1.45M 53,812 +30,699 +133%
WWM
45
Western Wealth Management
Colorado
$1.44M 53,579 +36,903 +221%
CA
46
Continuum Advisory
Idaho
$1.3M 50,041 +36,503 +270%
RJA
47
Raymond James & Associates
Florida
$1.27M 47,034 +47,034 New
CFB
48
Cullen/Frost Bankers
Texas
$1.14M 42,400 +17,752 +72%
Mariner
49
Mariner
Kansas
$1.14M 42,299 +14,090 +50%
DFG
50
Delta Financial Group
New Jersey
$977K 36,242 +36,242 New
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