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Capital Group Core Bond ETF

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 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
STA
51
Smith Thornton Advisors
Alabama
$5.07M
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$4.99M
VA
53
VestGen Advisors
Illinois
$4.95M
SFWC
54
Strategic Family Wealth Counselors
New Jersey
$4.52M
NA
55
NewEdge Advisors
Louisiana
$4.5M
KFSN
56
Keystone Financial Services (Nebraska)
Nebraska
$4.27M
SEIA
57
Signature Estate & Investment Advisors
California
$4.16M
UBS Group
58
UBS Group
Switzerland
$3.62M
CIA
59
Concurrent Investment Advisors
Florida
$3.43M
EH
60
Equitable Holdings
New York
$3.39M
KNFPWM
61
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.38M
FA
62
Fiduciary Alliance
South Carolina
$3.23M
AA
63
Ancora Advisors
Ohio
$3.19M
MFG
64
Merit Financial Group
Georgia
$3.03M
EPW
65
Endeavor Private Wealth
Kansas
$3M
WWM
66
Western Wealth Management
Colorado
$2.82M
MA
67
Mutual Advisors
Nebraska
$2.7M
RIL
68
Rothschild Investment LLC
Illinois
$2.61M
AAS
69
Avantax Advisory Services
Texas
$2.59M
Envestnet Portfolio Solutions
70
Envestnet Portfolio Solutions
Illinois
$2.56M
CFB
71
Cullen/Frost Bankers
Texas
$2.35M
LWM
72
Lodestone Wealth Management
Washington
$2.29M
UAG
73
United Advisor Group
Ohio
$2.26M
IIM
74
InTrack Investment Management
Vermont
$2.24M
GRP
75
Global Retirement Partners
California
$2.18M