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Capital Group Core Bond ETF

199 hedge funds and large institutions have $2.68B invested in Capital Group Core Bond ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 133 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 28

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

27% more capital invested

Capital invested by funds: $2.11B → $2.68B (+$568M)

8% more funds holding

Funds holding: 185199 (+14)

1.45% more ownership

Funds ownership: 86.51%87.96% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
199
Holders Change
+14
Holders Change %
+7.57%
% of All Funds
2.61%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
27
Increased
133
Reduced
28
Closed
9
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
$18.7M +$1.2M +45,369 +7%
PCP
27
Panoramic Capital Partners
Oregon
$16.9M +$1.29M +49,081 +8%
SI
28
Stephens Inc
Arkansas
$15.5M -$46.5K -1,763 -0.3%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$14.4M +$5.14M +194,824 +56%
CFS
30
Cannon Financial Strategists
Georgia
$13.2M +$850K +32,220 +7%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$13M +$3.42M +129,802 +36%
SPIA
32
Steward Partners Investment Advisory
New York
$12.8M +$12.5M +472,616 +5,301%
VWA
33
Visionary Wealth Advisors
Illinois
$11.8M +$11.7M +444,685 New
SB
34
Strategic Blueprint
Georgia
$11M +$5.33M +202,031 +96%
Stifel Financial
35
Stifel Financial
Missouri
$10.8M -$22.7M -860,879 -68%
GFG
36
Greenbush Financial Group
New York
$10.2M +$893K +33,852 +10%
PAG
37
Private Advisor Group
New Jersey
$10M -$760K -28,807 -7%
P
38
&Partners
Tennessee
$9.86M +$2.3M +87,160 +31%
SAM
39
Smartleaf Asset Management
Massachusetts
$9.29M +$1.78M +67,424 +24%
CAM
40
Creekmur Asset Management
Illinois
$8.76M -$404K -15,312 -4%
SA
41
Sovran Advisors
California
$8.75M +$1.37M +52,074 +19%
KAS
42
Kestra Advisory Services
Texas
$7.97M -$1.02M -38,782 -11%
JP Morgan Chase
43
JP Morgan Chase
New York
$7.83M +$2.55M +96,497 +49%
WRPWM
44
Werba Rubin Papier Wealth Management
California
$7.81M +$7.51M +284,568 +3,079%
NWP
45
NerdWallet Wealth Partners
New York
$7.63M +$7.58M +287,156 New
IFG
46
Independent Financial Group
California
$7.46M +$987K +37,401 +15%
TFGT
47
TS Financial Group (TSFG)
Illinois
$7.12M +$286K +10,857 +4%
KWM
48
Kingsview Wealth Management
Oregon
$7.11M +$843K +31,967 +14%
RA
49
RFG Advisory
Alabama
$6.7M +$1.14M +43,381 +21%
FFP
50
Freedom Financial Partners
Minnesota
$6.52M +$329K +12,456 +5%