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Capital Group Core Bond ETF

231 hedge funds and large institutions have $3.18B invested in Capital Group Core Bond ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 144 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QWM
26
Quadcap Wealth Management
Texas
$21.1M
PCP
27
Panoramic Capital Partners
Oregon
$19.9M
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$19.9M
AFA
29
American Financial Advisors
Georgia
$18.9M
SI
30
Stephens Inc
Arkansas
$18.4M
P
31
&Partners
Tennessee
$16.8M
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$16.1M
EWS
33
Evergreen Wealth Solutions
Pennsylvania
$15.4M
PAG
34
Private Advisor Group
New Jersey
$14.8M
SPIA
35
Steward Partners Investment Advisory
New York
$13.6M
CFS
36
Cannon Financial Strategists
Georgia
$13.5M
BW
37
BIP Wealth
Georgia
$13.5M
Stifel Financial
38
Stifel Financial
Missouri
$12.8M
VWA
39
Visionary Wealth Advisors
Illinois
$12M
GFG
40
Greenbush Financial Group
New York
$11.7M
SA
41
Sovran Advisors
California
$9.78M
CIA
42
Concurrent Investment Advisors
Florida
$9.41M
NWP
43
NerdWallet Wealth Partners
New York
$9.2M
UBS Group
44
UBS Group
Switzerland
$9.13M
SAM
45
Smartleaf Asset Management
Massachusetts
$8.63M
KAS
46
Kestra Advisory Services
Texas
$8.38M
WRPWM
47
Werba Rubin Papier Wealth Management
California
$7.91M
SFWC
48
Strategic Family Wealth Counselors
New Jersey
$7.88M
KWM
49
Kingsview Wealth Management
Oregon
$7.82M
GRP
50
Global Retirement Partners
California
$7.68M