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Capital Group Core Bond ETF

166 hedge funds and large institutions have $1.73B invested in Capital Group Core Bond ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 4

224% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 29

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

24% more capital invested

Capital invested by funds: $1.39B → $1.73B (+$335M)

20% more funds holding

Funds holding: 138166 (+28)

1.11% less ownership

Funds ownership: 88.48%87.37% (-1.1%)

Holders
166
Holders Change
+28
Holders Change %
+20.29%
% of All Funds
2.23%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
35
Increased
94
Reduced
29
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$9.75M +$4.76M +182,752 +97%
Jane Street
27
Jane Street
New York
$9.19M +$5.04M +193,693 +124%
GFG
28
Greenbush Financial Group
New York
$8.61M +$363K +13,964 +4%
Bank of America
29
Bank of America
North Carolina
$8.55M +$8.47M +325,445 New
AWS
30
Atria Wealth Solutions
New York
$7.91M +$3.32M +127,534 +74%
KAS
31
Kestra Advisory Services
Texas
$7.75M +$797K +30,636 +12%
GWM
32
Geneos Wealth Management
Colorado
$7.2M +$7.13M +274,045 New
SAM
33
Smartleaf Asset Management
Massachusetts
$6.73M +$2.65M +101,997 +66%
FFP
34
Freedom Financial Partners
Minnesota
$6.01M +$234K +8,997 +4%
FYW
35
Future You Wealth
New York
$5.89M +$4.41M +169,527 +311%
RA
36
RFG Advisory
Alabama
$5.6M +$5.55M +213,248 New
Jones Financial Companies
37
Jones Financial Companies
Missouri
$5.52M +$2.89M +110,968 +112%
CWMS
38
Cannon Wealth Management Services
North Carolina
$5.47M +$250K +9,627 +5%
P
39
&Partners
Tennessee
$5.3M +$4.96M +190,488 +1,769%
D
40
Dentgroup
Louisiana
$5.21M +$2.02M +77,716 +64%
STA
41
Smith Thornton Advisors
Alabama
$5.06M +$215K +8,247 +4%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$5.05M +$901K +34,624 +22%
JP Morgan Chase
43
JP Morgan Chase
New York
$5.05M +$1.87M +71,901 +60%
KWM
44
Kingsview Wealth Management
Oregon
$5.04M -$716K -27,511 -13%
KNFPWM
45
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$4.84M +$2.88M +110,817 +150%
SB
46
Strategic Blueprint
Georgia
$4.6M +$430K +16,527 +10%
VA
47
VestGen Advisors
Illinois
$4.56M +$4.51M +173,408 New
DAS
48
Dynamic Advisor Solutions
Arizona
$4.53M +$178K +6,851 +4%
SEIA
49
Signature Estate & Investment Advisors
California
$4.41M -$65K -2,498 -1%
SFWC
50
Strategic Family Wealth Counselors
New Jersey
$4.22M +$1.07M +40,937 +34%

CGCB Hedge Fund Activity: Q1 2025 in Review

166 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Bond ETF (CGCB) for Q1 2025, worth a combined $1.73B — up 24% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CGCB positions and 4 closed out — a net gain of 31 holders — while 94 added to existing stakes and 29 trimmed.

The largest buyer was LPL Financial, adding an estimated $106M. The largest seller was Advance Capital Management, cutting an estimated $151M.

  • 166 institutional investors held Capital Group Core Bond ETF (CGCB) as of Q1 2025, up from 138 in Q4 2024.
  • Funds reported $1.73B of Capital Group Core Bond ETF stock for Q1 2025, up 24% quarter-over-quarter.
  • 35 funds opened new Capital Group Core Bond ETF positions in Q1 2025 and 4 closed out, a net change of +31 holders.
  • The largest Capital Group Core Bond ETF buyer in Q1 2025 was LPL Financial, an estimated $106M added.
  • The largest Capital Group Core Bond ETF seller in Q1 2025 was Advance Capital Management, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2025.