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Capital Group Core Bond ETF

166 hedge funds and large institutions have $1.73B invested in Capital Group Core Bond ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 4

224% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 29

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

24% more capital invested

Capital invested by funds: $1.39B → $1.73B (+$335M)

20% more funds holding

Funds holding: 138166 (+28)

1.11% less ownership

Funds ownership: 88.48%87.37% (-1.1%)

Holders
166
Holders Change
+28
Holders Change %
+20.29%
% of All Funds
2.23%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
35
Increased
94
Reduced
29
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$4.12M +$592K +22,752 +17%
KFSN
52
Keystone Financial Services (Nebraska)
Nebraska
$4.02M +$173K +6,656 +5%
AA
53
Ancora Advisors
Ohio
$3.5M -$249K -9,581 -7%
NA
54
NewEdge Advisors
Louisiana
$3.42M +$1.02M +39,354 +43%
CIA
55
Concurrent Investment Advisors
Florida
$3.35M +$254K +9,744 +8%
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$3.32M +$940K +36,121 +40%
CP
57
Capital Planning
Washington
$3.31M +$218K +8,392 +7%
UBS Group
58
UBS Group
Switzerland
$3.19M +$1.93M +74,092 +157%
WWM
59
Western Wealth Management
Colorado
$2.7M +$427K +16,394 +19%
EH
60
Equitable Holdings
New York
$2.39M +$1.1M +42,164 +87%
EPW
61
Endeavor Private Wealth
Kansas
$2.35M +$405K +15,559 +21%
LWM
62
Lodestone Wealth Management
Washington
$2.3M +$205K +7,883 +10%
RIL
63
Rothschild Investment LLC
Illinois
$2.06M +$854K +32,810 +72%
MA
64
Mutual Advisors
Nebraska
$2.05M +$244K +9,395 +14%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$1.99M +$1.72M +65,971 +679%
IFG
66
Independent Financial Group
California
$1.9M +$803K +30,867 +74%
AAS
67
Avantax Advisory Services
Texas
$1.87M +$103K +3,942 +6%
SCM
68
Saxony Capital Management
Missouri
$1.87M -$69.3K -2,665 -4%
Mariner
69
Mariner
Kansas
$1.86M +$870K +33,439 +90%
UAG
70
United Advisor Group
Ohio
$1.85M +$316K +12,134 +21%
HI
71
Harbour Investments
Wisconsin
$1.84M +$988K +37,984 +118%
GVAG
72
Great Valley Advisor Group
Delaware
$1.81M +$1.36M +52,092 +313%
KAS
73
KPP Advisory Services
Kentucky
$1.78M -$34.5K -1,325 -2%
CWM
74
Congress Wealth Management
Massachusetts
$1.74M +$1.73M +66,440 New
CFB
75
Cullen/Frost Bankers
Texas
$1.72M +$349K +13,421 +26%

CGCB Hedge Fund Activity: Q1 2025 in Review

166 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Bond ETF (CGCB) for Q1 2025, worth a combined $1.73B — up 24% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CGCB positions and 4 closed out — a net gain of 31 holders — while 94 added to existing stakes and 29 trimmed.

The largest buyer was LPL Financial, adding an estimated $106M. The largest seller was Advance Capital Management, cutting an estimated $151M.

  • 166 institutional investors held Capital Group Core Bond ETF (CGCB) as of Q1 2025, up from 138 in Q4 2024.
  • Funds reported $1.73B of Capital Group Core Bond ETF stock for Q1 2025, up 24% quarter-over-quarter.
  • 35 funds opened new Capital Group Core Bond ETF positions in Q1 2025 and 4 closed out, a net change of +31 holders.
  • The largest Capital Group Core Bond ETF buyer in Q1 2025 was LPL Financial, an estimated $106M added.
  • The largest Capital Group Core Bond ETF seller in Q1 2025 was Advance Capital Management, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2025.