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Capital Group Core Bond ETF
CGCB

Overview Fund Activity

136 hedge funds and large institutions have $1.39B invested in Capital Group Core Bond ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 72 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+27
Holders Change %
+24.77%
% of All Funds
1.81%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.09%
New
43
Increased
72
Reduced
16
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$136M
2
Capital International Investors
2
Capital International Investors
California
$130M
3
Morgan Stanley
3
Morgan Stanley
New York
$98.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$41.1M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$25.8M

Top Sellers

1
ACM
1
Advance Capital Management
Michigan
$428M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$28.7M
3
GVAG
3
Great Valley Advisor Group
Delaware
$429K
4
IWM
4
IHT Wealth Management
Illinois
$0
5
OMC
5
Old Mission Capital
Illinois
$3.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$2.33M +$260K +10,073 +13%
WWM
52
Western Wealth Management
Colorado
$2.23M +$848K +32,885 +61%
LWM
53
Lodestone Wealth Management
Washington
$2.05M +$390K +15,117 +23%
EPW
54
Endeavor Private Wealth
Kansas
$1.91M +$1.91M +73,937 New
SCM
55
Saxony Capital Management
Missouri
$1.9M -$542 -21 -0%
KNFPWM
56
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.9M +$1.9M +73,663 New
KAS
57
KPP Advisory Services
Kentucky
$1.78M +$155K +6,024 +10%
MA
58
Mutual Advisors
Nebraska
$1.77M -$167K -6,488 -9%
AAS
59
Avantax Advisory Services
Texas
$1.74M +$864K +33,495 +99%
CFGS
60
Concourse Financial Group Securities
Alabama
$1.64M +$234K +9,069 +17%
TC
61
TownSquare Capital
Utah
$1.55M +$1.55M +60,006 New
DW30
62
Drucker Wealth 3.0
New Jersey
$1.54M +$1.54M +59,657 New
MWM
63
Meridian Wealth Management
Kentucky
$1.52M +$48.7K +1,888 +3%
UAG
64
United Advisor Group
Ohio
$1.5M +$1.5M +58,155 New
FTUS
65
Flow Traders U.S.
New York
$1.41M +$987K +38,255 +232%
FYW
66
Future You Wealth
New York
$1.41M +$1.41M +54,484 New
CFB
67
Cullen/Frost Bankers
Texas
$1.34M +$247K +9,593 +23%
EH
68
Equitable Holdings
New York
$1.25M +$664K +25,764 +113%
UBS Group
69
UBS Group
Switzerland
$1.22M +$710K +27,543 +140%
BFA
70
Bill Few Associates
Pennsylvania
$1.18M +$732K +28,382 +162%
RIL
71
Rothschild Investment LLC
Illinois
$1.17M +$582K +22,550 +98%
RMP
72
Richards, Merrill & Peterson
Washington
$1.15M +$1.15M +44,775 New
BEI
73
Benjamin Edwards Inc
Missouri
$981K +$660K +25,574 +205%
SMC
74
Smith, Moore & Co
Missouri
$965K +$298K +11,564 +45%
Mariner
75
Mariner
Kansas
$958K -$133K -5,140 -12%
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3
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