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Capital Group Core Bond ETF
CGCB

185 hedge funds and large institutions have $2.11B invested in Capital Group Core Bond ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 119 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 24

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

22% more capital invested

Capital invested by funds: $1.73B → $2.11B (+$386M)

11% more funds holding

Funds holding: 166 → 185 (+19)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

0.85% less ownership

Funds ownership: 87.37% → 86.51% (-0.85%)

Holders
185
Holders Change
+19
Holders Change %
+11.45%
% of All Funds
2.44%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
33
Increased
119
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$76M
2
Capital International Investors
Capital International Investors
California
+$55.9M
3
Bank of America
Bank of America
North Carolina
+$22.9M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$22.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$20.4M

Top Sellers

Rank Fund Capital Flow
1
DADC
D.A. Davidson & Co
Montana
-$6.85M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.12M
3
CP
Capital Planning
Washington
-$3.31M
4
KNFPWM
Keeler & Nadler Financial Planning & Wealth Management
Ohio
-$1.46M
5
AWS
Atria Wealth Solutions
New York
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$15.3M -$6.85M -262,822 -31%
SEI Investments
27
SEI Investments
Pennsylvania
$13.3M +$12.4M +475,115 +1,552%
CFS
28
Cannon Financial Strategists
Georgia
$12.2M +$116K +4,435 +1%
PAG
29
Private Advisor Group
New Jersey
$10.7M -$864K -33,152 -8%
GWM
30
Geneos Wealth Management
Colorado
$9.91M +$2.68M +102,650 +37%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$9.34M -$419K -16,084 -4%
GFG
32
Greenbush Financial Group
New York
$9.24M +$625K +23,991 +7%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$9.1M +$3.57M +137,028 +65%
CAM
34
Creekmur Asset Management
Illinois
$9.07M +$8.99M +344,870 New
KAS
35
Kestra Advisory Services
Texas
$8.91M +$1.15M +44,019 +15%
Wells Fargo
36
Wells Fargo
California
$8.58M +$8.5M +326,102 +217,401%
P
37
&Partners
Tennessee
$7.44M +$2.11M +81,012 +40%
SAM
38
Smartleaf Asset Management
Massachusetts
$7.39M +$672K +25,767 +10%
SA
39
Sovran Advisors
California
$7.18M +$6.84M +262,304 +2,040%
TFGT
40
TS Financial Group (TSFG)
Illinois
$6.76M +$6.7M +257,051 New
FYW
41
Future You Wealth
New York
$6.71M +$815K +31,278 +14%
AWS
42
Atria Wealth Solutions
New York
$6.63M -$1.25M -48,080 -16%
IFG
43
Independent Financial Group
California
$6.39M +$4.45M +170,733 +236%
KWM
44
Kingsview Wealth Management
Oregon
$6.2M +$1.14M +43,827 +23%
FFP
45
Freedom Financial Partners
Minnesota
$6.12M +$105K +4,034 +2%
CWMS
46
Cannon Wealth Management Services
North Carolina
$5.67M +$161K +6,165 +3%
D
47
Dentgroup
Louisiana
$5.63M +$417K +15,995 +8%
SB
48
Strategic Blueprint
Georgia
$5.52M +$908K +34,846 +20%
RA
49
RFG Advisory
Alabama
$5.48M -$123K -4,725 -2%
JP Morgan Chase
50
JP Morgan Chase
New York
$5.21M +$150K +5,767 +3%
1
2
3 4 5

CGCB Hedge Fund Activity: Q2 2025 in Review

185 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Bond ETF (CGCB) for Q2 2025, worth a combined $2.11B — up 22% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CGCB positions and 11 closed out — a net gain of 22 holders — while 119 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $76M. The largest seller was D.A. Davidson & Co, cutting an estimated $6.85M.

  • 185 institutional investors held Capital Group Core Bond ETF (CGCB) as of Q2 2025, up from 166 in Q1 2025.
  • Funds reported $2.11B of Capital Group Core Bond ETF stock for Q2 2025, up 22% quarter-over-quarter.
  • 33 funds opened new Capital Group Core Bond ETF positions in Q2 2025 and 11 closed out, a net change of +22 holders.
  • The largest Capital Group Core Bond ETF buyer in Q2 2025 was LPL Financial, an estimated $76M added.
  • The largest Capital Group Core Bond ETF seller in Q2 2025 was D.A. Davidson & Co, an estimated $6.85M sold.

Based on aggregated 13F filings for Q2 2025.