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Capital Group Core Bond ETF

68 hedge funds and large institutions have $557M invested in Capital Group Core Bond ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

767% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 3

328% more capital invested

Capital invested by funds: $130M → $557M (+$427M)

288% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 8

51% more funds holding

Funds holding: 4568 (+23)

24.56% more ownership

Funds ownership: 64.21%88.77% (+25%)

Holders
68
Holders Change
+23
Holders Change %
+51.11%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
31
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFG
51
Dupree Financial Group
Kentucky
$237K +$236K +9,196 New
CFA
52
CWS Financial Advisors
Michigan
$234K +$233K +9,079 New
HI
53
Harbour Investments
Wisconsin
$221K +$11.2K +435 +5%
IWC
54
Integrated Wealth Concepts
Massachusetts
$213K +$212K +8,251 New
SCM
55
Saxony Capital Management
Missouri
$213K +$212K +8,237 New
WWP
56
WR Wealth Planners
Missouri
$213K -$3.5K -136 -2%
OIA
57
OneDigital Investment Advisors
Kansas
$204K +$2.49K +97 +1%
HIA
58
Harbor Investment Advisory
Maryland
$59.8K +$9.97K +388 +20%
FP
59
Financial Perspectives
Minnesota
$57.8K +$694 +27 +1%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$37K +$36.9K +1,435 New
Comerica Bank
61
Comerica Bank
Texas
$36.1K +$36K +1,400 New
NA
62
NewEdge Advisors
Louisiana
$34K
AI
63
Arvest Investments
Arkansas
$25.2K +$25.1K +976 New
SPIA
64
Steward Partners Investment Advisory
New York
$23.1K
IA
65
IFP Advisors
Florida
$12.4K +$12.4K +481 New
CFD
66
Creative Financial Designs
Indiana
$6.02K
NS
67
NBC Securities
Alabama
$5K +$5.68K +221 New
IGWM
68
ICA Group Wealth Management
Colorado
$1.16K +$771 +30 +200%
FTUS
69
Flow Traders U.S.
New York
-$1.57M -60,409 Closed
SFS
70
Sowell Financial Services
Arkansas
-$1.41M -54,050 Closed
DIM
71
Delta Investment Management
California
-$1.27M -48,821 Closed

CGCB Hedge Fund Activity: Q2 2024 in Review

68 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Bond ETF (CGCB) for Q2 2024, worth a combined $557M — up 328% from $130M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CGCB positions and 3 closed out — a net gain of 23 holders — while 31 added to existing stakes and 8 trimmed.

The largest buyer was Advance Capital Management, opening a new position worth an estimated $326M. The largest seller was Capital International Investors, cutting an estimated $10.8M.

  • 68 institutional investors held Capital Group Core Bond ETF (CGCB) as of Q2 2024, up from 45 in Q1 2024.
  • Funds reported $557M of Capital Group Core Bond ETF stock for Q2 2024, up 328% quarter-over-quarter.
  • 26 funds opened new Capital Group Core Bond ETF positions in Q2 2024 and 3 closed out, a net change of +23 holders.
  • The largest Capital Group Core Bond ETF buyer in Q2 2024 was Advance Capital Management, an estimated $326M added.
  • The largest Capital Group Core Bond ETF seller in Q2 2024 was Capital International Investors, an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2024.