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Capital Group Core Bond ETF
CGCB

Overview Fund Activity

163 hedge funds and large institutions have $1.72B invested in Capital Group Core Bond ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 92 increasing their positions, 29 reducing their positions, and 4 closing their positions.

Holders
163
Holders Change
+27
Holders Change %
+19.85%
% of All Funds
2.21%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
34
Increased
92
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$247M
2
Capital International Investors
2
Capital International Investors
California
$203M
3
Morgan Stanley
3
Morgan Stanley
New York
$146M
4
LFG
4
Leverty Financial Group
Wisconsin
$35.7M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$69.7M

Top Sellers

1
ACM
1
Advance Capital Management
Michigan
$283M
2
PAG
2
Private Advisor Group
New Jersey
$11.6M
3
OMC
3
Old Mission Capital
Illinois
$646K
4
SMC
4
Smith, Moore & Co
Missouri
$0
5
FTUS
5
Flow Traders U.S.
New York
$499K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$4.12M +$598K +22,752 +17%
KFSN
52
Keystone Financial Services (Nebraska)
Nebraska
$4.02M +$175K +6,656 +5%
AA
53
Ancora Advisors
Ohio
$3.5M -$252K -9,581 -7%
NA
54
NewEdge Advisors
Louisiana
$3.42M +$1.03M +39,354 +43%
CIA
55
Concurrent Investment Advisors
Florida
$3.35M +$256K +9,744 +8%
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$3.32M +$949K +36,121 +40%
CP
57
Capital Planning
Washington
$3.31M +$221K +8,392 +7%
UBS Group
58
UBS Group
Switzerland
$3.19M +$1.95M +74,092 +157%
WWM
59
Western Wealth Management
Colorado
$2.7M +$431K +16,394 +19%
EH
60
Equitable Holdings
New York
$2.39M +$1.11M +42,164 +87%
EPW
61
Endeavor Private Wealth
Kansas
$2.35M +$409K +15,559 +21%
LWM
62
Lodestone Wealth Management
Washington
$2.3M +$207K +7,883 +10%
RIL
63
Rothschild Investment LLC
Illinois
$2.06M +$862K +32,810 +72%
MA
64
Mutual Advisors
Nebraska
$2.05M +$247K +9,395 +14%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$1.99M +$1.73M +65,971 +679%
AAS
66
Avantax Advisory Services
Texas
$1.87M +$104K +3,942 +6%
SCM
67
Saxony Capital Management
Missouri
$1.87M -$70K -2,665 -4%
Mariner
68
Mariner
Kansas
$1.86M +$879K +33,439 +90%
UAG
69
United Advisor Group
Ohio
$1.85M +$319K +12,134 +21%
HI
70
Harbour Investments
Wisconsin
$1.84M +$998K +37,984 +118%
GVAG
71
Great Valley Advisor Group
Delaware
$1.81M +$1.37M +52,092 +313%
KAS
72
KPP Advisory Services
Kentucky
$1.78M -$34.8K -1,325 -2%
CWM
73
Congress Wealth Management
Massachusetts
$1.74M +$1.74M +66,440 New
CFB
74
Cullen/Frost Bankers
Texas
$1.72M +$353K +13,421 +26%
MWM
75
Mission Wealth Management
California
$1.65M +$1.65M +62,833 New
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