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Capital Group Core Bond ETF
CGCB

110 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, 53 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

960% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 5

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

91% more capital invested

Capital invested by funds: $557M → $1.06B (+$508M)

62% more funds holding

Funds holding: 68 → 110 (+42)

2.48% less ownership

Funds ownership: 88.77% → 86.29% (-2.5%)

Holders
110
Holders Change
+42
Holders Change %
+61.76%
% 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
53
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Advance Capital Management
Michigan
+$156M
2
Capital International Investors
Capital International Investors
California
+$48.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$38.1M
4
LPL Financial
LPL Financial
California
+$36.8M
5
Morgan Stanley
Morgan Stanley
New York
+$23.5M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.35M
2
MA
Mutual Advisors
Nebraska
-$467K
3
CIA
Concurrent Investment Advisors
Florida
-$72.4K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$67.8K
5
WWP
WR Wealth Planners
Missouri
-$293
Name Holding Trade Value Shares
Change 		Change in
Stake
CWMS
26
Cannon Wealth Management Services
North Carolina
$4.25M +$4.2M +157,863 New
AA
27
Ancora Advisors
Ohio
$3.88M +$47.9K +1,801 +1%
IWM
28
IHT Wealth Management
Illinois
$3.76M +$3.71M +139,512 New
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$3.59M +$3.28M +123,133 +1,234%
SAM
30
Smartleaf Asset Management
Massachusetts
$3.46M +$3.41M +128,034 New
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$3.34M +$3M +112,775 +1,001%
CIA
32
Concurrent Investment Advisors
Florida
$3.24M -$72.4K -2,718 -2%
SB
33
Strategic Blueprint
Georgia
$3.05M +$3.01M +112,989 New
Citadel Advisors
34
Citadel Advisors
Florida
$2.92M +$2.54M +95,431 +732%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$2.16M +$865K +32,507 +68%
SCM
36
Saxony Capital Management
Missouri
$1.99M +$1.75M +65,559 +796%
MA
37
Mutual Advisors
Nebraska
$1.99M -$467K -17,534 -19%
AWS
38
Atria Wealth Solutions
New York
$1.96M +$1.93M +72,673 New
STA
39
Smith Thornton Advisors
Alabama
$1.94M +$1.26M +47,404 +193%
LWM
40
Lodestone Wealth Management
Washington
$1.74M +$395K +14,845 +30%
KAS
41
KPP Advisory Services
Kentucky
$1.7M +$1.68M +63,057 New
MWM
42
Meridian Wealth Management
Kentucky
$1.53M – – –
CFGS
43
Concourse Financial Group Securities
Alabama
$1.47M +$785K +29,499 +117%
SFWC
44
Strategic Family Wealth Counselors
New Jersey
$1.45M +$817K +30,699 +133%
WWM
45
Western Wealth Management
Colorado
$1.44M +$982K +36,903 +221%
CA
46
Continuum Advisory
Idaho
$1.3M +$972K +36,503 +270%
RJA
47
Raymond James & Associates
Florida
$1.27M +$1.25M +47,034 New
CFB
48
Cullen/Frost Bankers
Texas
$1.14M +$473K +17,752 +72%
Mariner
49
Mariner
Kansas
$1.14M +$375K +14,090 +50%
DFG
50
Delta Financial Group
New Jersey
$977K +$965K +36,242 New
1
2
3 4 5

CGCB Hedge Fund Activity: Q3 2024 in Review

110 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Bond ETF (CGCB) for Q3 2024, worth a combined $1.06B — up 91% from $557M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new CGCB positions and 0 closed out — a net gain of 44 holders — while 53 added to existing stakes and 5 trimmed.

The largest buyer was Advance Capital Management, adding an estimated $156M. The largest seller was Jane Street, cutting an estimated $2.35M.

  • 110 institutional investors held Capital Group Core Bond ETF (CGCB) as of Q3 2024, up from 68 in Q2 2024.
  • Funds reported $1.06B of Capital Group Core Bond ETF stock for Q3 2024, up 91% quarter-over-quarter.
  • 44 funds opened new Capital Group Core Bond ETF positions in Q3 2024 and 0 closed out, a net change of +44 holders.
  • The largest Capital Group Core Bond ETF buyer in Q3 2024 was Advance Capital Management, an estimated $156M added.
  • The largest Capital Group Core Bond ETF seller in Q3 2024 was Jane Street, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2024.