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Capital Group Core Bond ETF

231 hedge funds and large institutions have $3.18B invested in Capital Group Core Bond ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 144 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
RA
51
RFG Advisory
Alabama
$7.33M
FFP
52
Freedom Financial Partners
Minnesota
$6.7M
CWMS
53
Cannon Wealth Management Services
North Carolina
$6.69M
TFGT
54
TS Financial Group (TSFG)
Illinois
$6.51M
STA
55
Smith Thornton Advisors
Alabama
$5.86M
HI
56
Harbour Investments
Wisconsin
$5.82M
HP
57
Holistic Planning
Texas
$5.68M
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$5.53M
S
59
Sunpointe
Missouri
$5.33M
TWM
60
Timmons Wealth Management
Massachusetts
$5.29M
MFWP
61
Mosaic Family Wealth Partners
Missouri
$5.05M
BEI
62
Benjamin Edwards Inc
Missouri
$5.03M
BFS
63
Boyer Financial Services
California
$4.98M
SEIA
64
Signature Estate & Investment Advisors
California
$4.87M
VWM
65
Vigil Wealth Management
Florida
$4.7M
KFSN
66
Keystone Financial Services (Nebraska)
Nebraska
$4.63M
SWP
67
Stratos Wealth Partners
Ohio
$4.44M
ACM
68
Advance Capital Management
Michigan
$4.21M
D
69
Dentgroup
Louisiana
$4.2M
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$4.13M
CFB
71
Cullen/Frost Bankers
Texas
$3.98M
AWM
72
Apollon Wealth Management
South Carolina
$3.93M
Mariner
73
Mariner
Kansas
$3.92M
JP Morgan Chase
74
JP Morgan Chase
New York
$3.87M
EH
75
Equitable Holdings
New York
$3.8M