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Capital Group Core Bond ETF
CGCB

Overview Fund Activity

136 hedge funds and large institutions have $1.39B invested in Capital Group Core Bond ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 72 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+27
Holders Change %
+24.77%
% of All Funds
1.81%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.09%
New
43
Increased
72
Reduced
16
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$136M
2
Capital International Investors
2
Capital International Investors
California
$130M
3
Morgan Stanley
3
Morgan Stanley
New York
$98.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$41.1M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$25.8M

Top Sellers

1
ACM
1
Advance Capital Management
Michigan
$428M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$28.7M
3
GVAG
3
Great Valley Advisor Group
Delaware
$429K
4
IWM
4
IHT Wealth Management
Illinois
$0
5
OMC
5
Old Mission Capital
Illinois
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFP
26
Freedom Financial Partners
Minnesota
$5.67M +$5.67M +219,855 New
KWM
27
Kingsview Wealth Management
Oregon
$5.66M +$967K +37,503 +21%
CWMS
28
Cannon Wealth Management Services
North Carolina
$5.16M +$1.08M +41,765 +26%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$4.86M +$1.43M +55,266 +42%
STA
30
Smith Thornton Advisors
Alabama
$4.76M +$2.9M +112,557 +157%
AWS
31
Atria Wealth Solutions
New York
$4.45M +$2.57M +99,793 +137%
SEIA
32
Signature Estate & Investment Advisors
California
$4.39M +$4.39M +170,348 New
DAS
33
Dynamic Advisor Solutions
Arizona
$4.27M +$89K +3,452 +2%
SB
34
Strategic Blueprint
Georgia
$4.09M +$1.18M +45,708 +40%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$4.06M +$866K +33,564 +27%
Jane Street
36
Jane Street
New York
$4.02M +$3.27M +126,977 +438%
SAM
37
Smartleaf Asset Management
Massachusetts
$3.99M +$682K +26,430 +21%
KFSN
38
Keystone Financial Services (Nebraska)
Nebraska
$3.77M +$3.77M +146,232 New
AA
39
Ancora Advisors
Ohio
$3.68M -$33.2K -1,288 -0.9%
CA
40
Continuum Advisory
Idaho
$3.56M +$2.27M +88,175 +176%
Citadel Advisors
41
Citadel Advisors
Florida
$3.46M +$660K +25,595 +24%
OMC
42
Old Mission Capital
Illinois
$3.45M -$804K -31,190 -19%
D
43
Dentgroup
Louisiana
$3.11M +$2.77M +107,237 +809%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$3.1M +$2.79M +108,092 +884%
SFWC
45
Strategic Family Wealth Counselors
New Jersey
$3.09M +$1.7M +65,902 +122%
CIA
46
Concurrent Investment Advisors
Florida
$3.04M -$61K -2,367 -2%
CP
47
Capital Planning
Washington
$3.03M +$3.03M +117,473 New
Jones Financial Companies
48
Jones Financial Companies
Missouri
$2.56M +$1.7M +66,013 +198%
SIG
49
Spinnaker Investment Group
California
$2.38M +$2.38M +92,357 New
NA
50
NewEdge Advisors
Louisiana
$2.34M +$2.25M +87,338 +2,462%
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