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Capital Group Core Bond ETF

110 hedge funds and large institutions have $1.06B invested in Capital Group Core Bond ETF in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 53 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

960% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

91% more capital invested

Capital invested by funds: $557M → $1.06B (+$508M)

62% more funds holding

Funds holding: 68110 (+42)

2.48% less ownership

Funds ownership: 88.77%86.29% (-2.5%)

Holders
110
Holders Change
+42
Holders Change %
+61.76%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
44
Increased
53
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Avantax Advisory Services
Texas
$911K +$488K +18,339 +119%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$900K +$887K +33,319 New
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$817K -$67.8K -2,547 -8%
BCA
54
Bay Colony Advisors
Massachusetts
$786K +$777K +29,177 New
Jane Street
55
Jane Street
New York
$782K -$2.35M -88,391 -75%
GWSG
56
GPS Wealth Strategies Group
Colorado
$771K +$771K +28,957 New
SPC
57
Sigma Planning Corp
Michigan
$731K +$27.1K +1,018 +4%
SMC
58
Smith, Moore & Co
Missouri
$697K +$688K +25,851 New
USCWA
59
U.S. Capital Wealth Advisors
Texas
$695K +$22K +828 +3%
AF
60
Advisornet Financial
Minnesota
$693K +$108K +4,045 +19%
RIL
61
Rothschild Investment LLC
Illinois
$620K +$148K +5,550 +32%
EH
62
Equitable Holdings
New York
$617K +$609K +22,889 New
TC
63
Trilogy Capital
California
$538K +$532K +19,981 New
UBS Group
64
UBS Group
Switzerland
$531K +$525K +19,720 New
FHC
65
First Heartland Consultants
Missouri
$511K +$505K +18,973 New
IFG
66
Independent Financial Group
California
$510K +$238K +8,958 +90%
TWP
67
Tempus Wealth Planning
California
$475K +$97.4K +3,658 +26%
BFA
68
Bill Few Associates
Pennsylvania
$472K
FTUS
69
Flow Traders U.S.
New York
$445K +$439K +16,497 New
JWCA
70
J.W. Cole Advisors
Florida
$430K +$425K +15,959 New
HI
71
Harbour Investments
Wisconsin
$416K +$183K +6,866 +80%
LWM
72
LongView Wealth Management
Georgia
$400K +$395K +14,830 New
IWC
73
Integrated Wealth Concepts
Massachusetts
$393K +$169K +6,333 +77%
PFS
74
Prospera Financial Services
Texas
$366K +$78.4K +2,943 +28%
D
75
Dentgroup
Louisiana
$357K +$353K +13,259 New

CGCB Hedge Fund Activity: Q3 2024 in Review

110 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Bond ETF (CGCB) for Q3 2024, worth a combined $1.06B — up 91% from $557M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new CGCB positions and 0 closed out — a net gain of 44 holders — while 53 added to existing stakes and 5 trimmed.

The largest buyer was Advance Capital Management, adding an estimated $156M. The largest seller was Jane Street, cutting an estimated $2.35M.

  • 110 institutional investors held Capital Group Core Bond ETF (CGCB) as of Q3 2024, up from 68 in Q2 2024.
  • Funds reported $1.06B of Capital Group Core Bond ETF stock for Q3 2024, up 91% quarter-over-quarter.
  • 44 funds opened new Capital Group Core Bond ETF positions in Q3 2024 and 0 closed out, a net change of +44 holders.
  • The largest Capital Group Core Bond ETF buyer in Q3 2024 was Advance Capital Management, an estimated $156M added.
  • The largest Capital Group Core Bond ETF seller in Q3 2024 was Jane Street, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2024.