CGCB icon

Capital Group Core Bond ETF
CGCB

Overview Fund Activity

183 hedge funds and large institutions have $2.09B invested in Capital Group Core Bond ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 117 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+20
Holders Change %
+12.27%
% of All Funds
2.46%
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
117
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$323M
2
Capital International Investors
2
Capital International Investors
California
$260M
3
Bank of America
3
Bank of America
North Carolina
$31.6M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$92.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$94.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$20.8M
2
DADC
2
D.A. Davidson & Co
Montana
$15.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CP
4
Capital Planning
Washington
$0
5
KNFPWM
5
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$15.3M -$6.91M -262,822 -31%
SEI Investments
27
SEI Investments
Pennsylvania
$13.3M +$12.5M +475,115 +1,552%
CFS
28
Cannon Financial Strategists
Georgia
$12.2M +$117K +4,435 +1%
PAG
29
Private Advisor Group
New Jersey
$10.7M -$872K -33,152 -8%
GWM
30
Geneos Wealth Management
Colorado
$9.91M +$2.7M +102,650 +37%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$9.34M -$421K -16,084 -4%
GFG
32
Greenbush Financial Group
New York
$9.24M +$631K +23,991 +7%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$9.1M +$3.59M +137,028 +65%
CAM
34
Creekmur Asset Management
Illinois
$9.07M +$9.07M +344,870 New
KAS
35
Kestra Advisory Services
Texas
$8.91M +$1.16M +44,019 +15%
Wells Fargo
36
Wells Fargo
California
$8.58M +$8.58M +326,102 +217,401%
P
37
&Partners
Tennessee
$7.44M +$2.14M +81,012 +40%
SAM
38
Smartleaf Asset Management
Massachusetts
$7.39M +$675K +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 +$6.76M +257,051 New
FYW
41
Future You Wealth
New York
$6.71M +$823K +31,278 +14%
AWS
42
Atria Wealth Solutions
New York
$6.63M -$1.26M -48,080 -16%
KWM
43
Kingsview Wealth Management
Oregon
$6.2M +$1.15M +43,827 +23%
FFP
44
Freedom Financial Partners
Minnesota
$6.12M +$106K +4,034 +2%
CWMS
45
Cannon Wealth Management Services
North Carolina
$5.67M +$162K +6,165 +3%
D
46
Dentgroup
Louisiana
$5.63M +$421K +15,995 +8%
SB
47
Strategic Blueprint
Georgia
$5.52M +$916K +34,846 +20%
RA
48
RFG Advisory
Alabama
$5.48M -$124K -4,725 -2%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$5.21M +$152K +5,767 +3%
DAS
50
Dynamic Advisor Solutions
Arizona
$5.15M +$618K +23,507 +14%
1
2
3 4 5