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Capital Group Core Bond ETF

252 hedge funds and large institutions have $4.1B invested in Capital Group Core Bond ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 171 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

452% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 31

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

28% more capital invested

Capital invested by funds: $3.2B → $4.1B (+$901M)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

6% more funds holding

Funds holding: 237252 (+15)

1.53% more ownership

Funds ownership: 88.55%90.08% (+1.5%)

Holders
252
Holders Change
+15
Holders Change %
+6.33%
% of All Funds
3.1%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
33
Increased
171
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$11M +$8.42M +316,839 +312%
SA
52
Sovran Advisors
California
$10.4M +$769K +28,961 +8%
KWM
53
Kingsview Wealth Management
Oregon
$9.6M +$1.88M +70,760 +24%
HI
54
Harbour Investments
Wisconsin
$9.29M +$3.57M +134,299 +61%
SAM
55
Smartleaf Asset Management
Massachusetts
$9.06M +$561K +21,127 +7%
SFWC
56
Strategic Family Wealth Counselors
New Jersey
$8.93M +$1.12M +42,255 +14%
CFG
57
Compton Financial Group
Maryland
$8.81M +$8.59M +323,578 +2,718%
RA
58
RFG Advisory
Alabama
$7.55M +$295K +11,123 +4%
WRPWM
59
Werba Rubin Papier Wealth Management
California
$7.48M -$358K -13,495 -5%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$7.45M +$3.39M +127,804 +82%
Citadel Advisors
61
Citadel Advisors
Florida
$7.43M +$4.21M +158,412 +127%
HP
62
Holistic Planning
Texas
$7.24M +$1.63M +61,237 +29%
GWP
63
Gateway Wealth Partners
Wisconsin
$7.01M +$5.64M +212,471 +391%
FFP
64
Freedom Financial Partners
Minnesota
$6.99M +$367K +13,835 +5%
CAM
65
Clarity Asset Management
Iowa
$6.93M +$7.01M +264,049 New
CWMS
66
Cannon Wealth Management Services
North Carolina
$6.88M +$257K +9,691 +4%
MFWP
67
Mosaic Family Wealth Partners
Missouri
$6.87M +$1.89M +71,139 +37%
CGPCS
68
Capital Group Private Client Services
California
$6.78M +$5.93M +223,098 +639%
TWM
69
Timmons Wealth Management
Massachusetts
$6.72M +$1.5M +56,521 +28%
TFGT
70
TS Financial Group (TSFG)
Illinois
$6.56M +$116K +4,376 +2%
S
71
Sunpointe
Missouri
$5.88M +$618K +23,272 +12%
STA
72
Smith Thornton Advisors
Alabama
$5.85M +$57.3K +2,158 +1%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$5.76M +$294K +11,076 +5%
Jane Street
74
Jane Street
New York
$5.68M +$4.79M +180,236 +498%
AWM
75
Apollon Wealth Management
South Carolina
$5.65M +$1.78M +67,099 +45%