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Capital Group Core Bond ETF

196 hedge funds and large institutions have $2.67B invested in Capital Group Core Bond ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 131 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
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
HI
76
Harbour Investments
Wisconsin
$2.49M
UAG
77
United Advisor Group
Ohio
$2.43M
LWM
78
Lodestone Wealth Management
Washington
$2.35M
BFG
79
Berger Financial Group
Minnesota
$2.25M
EWS
80
Evergreen Wealth Solutions
Pennsylvania
$2.23M
IIM
81
InTrack Investment Management
Vermont
$2.21M
S
82
Sunpointe
Missouri
$2.2M
GVAG
83
Great Valley Advisor Group
Delaware
$2.19M
SCM
84
Saxony Capital Management
Missouri
$2.16M
SC
85
Saiph Capital
New Jersey
$2.13M
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$2.12M
LWM
87
LongView Wealth Management
Georgia
$2.08M
Baird Financial Group
88
Baird Financial Group
Wisconsin
$2.03M
IWC
89
Integrated Wealth Concepts
Massachusetts
$1.99M
KAS
90
KPP Advisory Services
Kentucky
$1.98M
RMP
91
Richards, Merrill & Peterson
Washington
$1.96M
Truist Financial
92
Truist Financial
North Carolina
$1.88M
MWM
93
Meridian Wealth Management
Kentucky
$1.86M
MWM
94
Mission Wealth Management
California
$1.86M
WTFG
95
Wood Tarver Financial Group
Idaho
$1.84M
CWS
96
Confluence Wealth Services
Pennsylvania
$1.66M
HP
97
Holistic Planning
Texas
$1.63M
USCWA
98
U.S. Capital Wealth Advisors
Texas
$1.5M
KNFPWM
99
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.45M
IA
100
IFG Advisory
Georgia
$1.44M