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Capital Group Core Bond ETF

185 hedge funds and large institutions have $2.11B invested in Capital Group Core Bond ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 119 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 24

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

22% more capital invested

Capital invested by funds: $1.73B → $2.11B (+$386M)

11% more funds holding

Funds holding: 166185 (+19)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.85% less ownership

Funds ownership: 87.37%86.51% (-0.85%)

Holders
185
Holders Change
+19
Holders Change %
+11.45%
% of All Funds
2.44%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
33
Increased
119
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
51
Dynamic Advisor Solutions
Arizona
$5.15M +$613K +23,507 +14%
STA
52
Smith Thornton Advisors
Alabama
$5.07M -$547 -21 -0%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$4.99M -$68.4K -2,623 -1%
VA
54
VestGen Advisors
Illinois
$4.95M +$386K +14,794 +9%
SFWC
55
Strategic Family Wealth Counselors
New Jersey
$4.52M +$296K +11,371 +7%
NA
56
NewEdge Advisors
Louisiana
$4.5M +$1.06M +40,721 +31%
KFSN
57
Keystone Financial Services (Nebraska)
Nebraska
$4.27M +$244K +9,363 +6%
SEIA
58
Signature Estate & Investment Advisors
California
$4.16M -$252K -9,650 -6%
UBS Group
59
UBS Group
Switzerland
$3.62M +$424K +16,266 +13%
CIA
60
Concurrent Investment Advisors
Florida
$3.43M +$72.7K +2,788 +2%
EH
61
Equitable Holdings
New York
$3.39M +$991K +38,038 +42%
KNFPWM
62
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.38M -$1.46M -55,832 -30%
FA
63
Fiduciary Alliance
South Carolina
$3.23M +$3.2M +122,871 New
AA
64
Ancora Advisors
Ohio
$3.19M -$308K -11,815 -9%
MFG
65
Merit Financial Group
Georgia
$3.03M +$1.73M +66,236 +135%
EPW
66
Endeavor Private Wealth
Kansas
$3M +$644K +24,721 +28%
WWM
67
Western Wealth Management
Colorado
$2.82M +$115K +4,404 +4%
MA
68
Mutual Advisors
Nebraska
$2.7M +$651K +24,972 +32%
RIL
69
Rothschild Investment LLC
Illinois
$2.61M +$543K +20,828 +27%
AAS
70
Avantax Advisory Services
Texas
$2.59M +$708K +27,144 +38%
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$2.56M -$758K -29,070 -23%
CFB
72
Cullen/Frost Bankers
Texas
$2.35M +$619K +23,763 +36%
LWM
73
Lodestone Wealth Management
Washington
$2.29M -$11.1K -425 -0.5%
UAG
74
United Advisor Group
Ohio
$2.26M +$407K +15,606 +22%
IIM
75
InTrack Investment Management
Vermont
$2.24M +$2.22M +85,025 New

CGCB Hedge Fund Activity: Q2 2025 in Review

185 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Bond ETF (CGCB) for Q2 2025, worth a combined $2.11B — up 22% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CGCB positions and 11 closed out — a net gain of 22 holders — while 119 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $76M. The largest seller was D.A. Davidson & Co, cutting an estimated $6.85M.

  • 185 institutional investors held Capital Group Core Bond ETF (CGCB) as of Q2 2025, up from 166 in Q1 2025.
  • Funds reported $2.11B of Capital Group Core Bond ETF stock for Q2 2025, up 22% quarter-over-quarter.
  • 33 funds opened new Capital Group Core Bond ETF positions in Q2 2025 and 11 closed out, a net change of +22 holders.
  • The largest Capital Group Core Bond ETF buyer in Q2 2025 was LPL Financial, an estimated $76M added.
  • The largest Capital Group Core Bond ETF seller in Q2 2025 was D.A. Davidson & Co, an estimated $6.85M sold.

Based on aggregated 13F filings for Q2 2025.