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Capital Group Core Bond ETF
CGCB

Overview Fund Activity

183 hedge funds and large institutions have $2.09B invested in Capital Group Core Bond ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 117 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+20
Holders Change %
+12.27%
% of All Funds
2.46%
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
117
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$323M
2
Capital International Investors
2
Capital International Investors
California
$260M
3
Bank of America
3
Bank of America
North Carolina
$31.6M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$92.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$94.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$20.8M
2
DADC
2
D.A. Davidson & Co
Montana
$15.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CP
4
Capital Planning
Washington
$0
5
KNFPWM
5
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
51
Smith Thornton Advisors
Alabama
$5.07M -$552 -21 -0%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$4.99M -$69K -2,623 -1%
VA
53
VestGen Advisors
Illinois
$4.95M +$389K +14,794 +9%
SFWC
54
Strategic Family Wealth Counselors
New Jersey
$4.52M +$299K +11,371 +7%
NA
55
NewEdge Advisors
Louisiana
$4.5M +$1.07M +40,721 +31%
KFSN
56
Keystone Financial Services (Nebraska)
Nebraska
$4.27M +$246K +9,363 +6%
SEIA
57
Signature Estate & Investment Advisors
California
$4.16M -$254K -9,650 -6%
UBS Group
58
UBS Group
Switzerland
$3.62M +$428K +16,266 +13%
CIA
59
Concurrent Investment Advisors
Florida
$3.43M +$73.3K +2,788 +2%
EH
60
Equitable Holdings
New York
$3.39M +$1M +38,038 +42%
KNFPWM
61
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.38M -$1.47M -55,832 -30%
FA
62
Fiduciary Alliance
South Carolina
$3.23M +$3.23M +122,871 New
AA
63
Ancora Advisors
Ohio
$3.19M -$311K -11,815 -9%
MFG
64
Merit Financial Group
Georgia
$3.03M +$1.74M +66,236 +135%
EPW
65
Endeavor Private Wealth
Kansas
$3M +$650K +24,721 +28%
WWM
66
Western Wealth Management
Colorado
$2.82M +$116K +4,404 +4%
MA
67
Mutual Advisors
Nebraska
$2.7M +$654K +24,972 +32%
RIL
68
Rothschild Investment LLC
Illinois
$2.61M +$548K +20,828 +27%
AAS
69
Avantax Advisory Services
Texas
$2.59M +$714K +27,144 +38%
Envestnet Portfolio Solutions
70
Envestnet Portfolio Solutions
Illinois
$2.56M -$765K -29,070 -23%
CFB
71
Cullen/Frost Bankers
Texas
$2.35M +$625K +23,763 +36%
LWM
72
Lodestone Wealth Management
Washington
$2.29M -$11.2K -425 -0.5%
UAG
73
United Advisor Group
Ohio
$2.26M +$410K +15,606 +22%
IIM
74
InTrack Investment Management
Vermont
$2.24M +$2.24M +85,025 New
GRP
75
Global Retirement Partners
California
$2.18M +$2.18M +82,963 New
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