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Capital Group Core Bond ETF

199 hedge funds and large institutions have $2.68B invested in Capital Group Core Bond ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 133 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 28

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

27% more capital invested

Capital invested by funds: $2.11B → $2.68B (+$568M)

8% more funds holding

Funds holding: 185199 (+14)

1.45% more ownership

Funds ownership: 86.51%87.96% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
199
Holders Change
+14
Holders Change %
+7.57%
% of All Funds
2.61%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
27
Increased
133
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWMS
51
Cannon Wealth Management Services
North Carolina
$5.96M +$237K +8,980 +4%
STA
52
Smith Thornton Advisors
Alabama
$5.69M +$559K +21,208 +11%
UBS Group
53
UBS Group
Switzerland
$5.59M +$1.92M +72,860 +53%
SFWC
54
Strategic Family Wealth Counselors
New Jersey
$5.42M +$845K +32,037 +19%
Citadel Advisors
55
Citadel Advisors
Florida
$5.31M +$5.27M +199,707 New
DAS
56
Dynamic Advisor Solutions
Arizona
$5.27M +$58.2K +2,208 +1%
VA
57
VestGen Advisors
Illinois
$5.04M +$35K +1,325 +0.7%
CIA
58
Concurrent Investment Advisors
Florida
$4.67M +$1.19M +45,262 +35%
GRP
59
Global Retirement Partners
California
$4.66M +$2.44M +92,356 +111%
KFSN
60
Keystone Financial Services (Nebraska)
Nebraska
$4.53M +$218K +8,247 +5%
D
61
Dentgroup
Louisiana
$4.43M -$1.25M -47,359 -22%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$4.22M -$814K -30,869 -16%
SEIA
63
Signature Estate & Investment Advisors
California
$4.17M -$36K -1,364 -0.9%
SWP
64
Stratos Wealth Partners
Ohio
$4.04M +$2.55M +96,638 +175%
AWM
65
Apollon Wealth Management
South Carolina
$3.91M +$3.13M +118,744 +420%
EH
66
Equitable Holdings
New York
$3.57M +$140K +5,324 +4%
EPW
67
Endeavor Private Wealth
Kansas
$3.35M +$311K +11,783 +10%
BEI
68
Benjamin Edwards Inc
Missouri
$3.34M +$1.3M +49,355 +65%
FA
69
Fiduciary Alliance
South Carolina
$3.29M +$25.9K +980 +0.8%
AA
70
Ancora Advisors
Ohio
$3.18M -$42.8K -1,624 -1%
Mariner
71
Mariner
Kansas
$3.18M +$1.36M +51,573 +76%
WWM
72
Western Wealth Management
Colorado
$3.08M +$225K +8,543 +8%
Envestnet Portfolio Solutions
73
Envestnet Portfolio Solutions
Illinois
$2.9M +$311K +11,772 +12%
RIL
74
Rothschild Investment LLC
Illinois
$2.86M +$218K +8,254 +8%
MA
75
Mutual Advisors
Nebraska
$2.81M +$46.7K +1,769 +2%