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Capital Group Core Bond ETF

110 hedge funds and large institutions have $1.06B invested in Capital Group Core Bond ETF in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 53 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

960% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

91% more capital invested

Capital invested by funds: $557M → $1.06B (+$508M)

62% more funds holding

Funds holding: 68110 (+42)

2.48% less ownership

Funds ownership: 88.77%86.29% (-2.5%)

Holders
110
Holders Change
+42
Holders Change %
+61.76%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
44
Increased
53
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
76
Good Life Advisors
Pennsylvania
$341K +$337K +12,670 New
BEI
77
Benjamin Edwards Inc
Missouri
$336K +$332K +12,469 New
Renaissance Technologies
78
Renaissance Technologies
New York
$334K +$330K +12,400 New
JP Morgan Chase
79
JP Morgan Chase
New York
$330K +$326K +12,228 New
PWH
80
Priebe Wealth Holdings
Minnesota
$323K +$319K +12,000 New
CFA
81
CWS Financial Advisors
Michigan
$290K +$44.4K +1,667 +18%
CWP
82
Cyndeo Wealth Partners
Florida
$276K +$273K +10,242 New
RK
83
Rather & Kittrell
Tennessee
$274K
FNBT
84
FineMark National Bank & Trust
Florida
$265K
DFG
85
Dupree Financial Group
Kentucky
$248K
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$243K +$240K +9,013 New
WWP
87
WR Wealth Planners
Missouri
$222K -$293 -11 -0.1%
OIA
88
OneDigital Investment Advisors
Kansas
$216K +$2.18K +82 +1%
KA
89
Kovack Advisors
Florida
$216K +$213K +7,997 New
PA
90
PFG Advisors
Arizona
$212K +$210K +7,884 New
AFM
91
Armstrong Fleming & Moore
District of Columbia
$205K +$202K +7,595 New
GRP
92
Global Retirement Partners
California
$159K +$157K +5,911 New
Comerica Bank
93
Comerica Bank
Texas
$139K +$99.6K +3,741 +267%
FP
94
Financial Perspectives
Minnesota
$136K +$74.9K +2,813 +126%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$116K +$114K +4,300 New
CPA
96
Clear Point Advisors
New York
$102K +$101K +3,777 New
NA
97
NewEdge Advisors
Louisiana
$95.6K +$59.4K +2,233 +170%
CFD
98
Creative Financial Designs
Indiana
$68.7K +$61.6K +2,314 +993%
HIA
99
Harbor Investment Advisory
Maryland
$62.4K
PTC
100
Private Trust Company
Ohio
$46.3K +$45.7K +1,717 New

CGCB Hedge Fund Activity: Q3 2024 in Review

110 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Bond ETF (CGCB) for Q3 2024, worth a combined $1.06B — up 91% from $557M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new CGCB positions and 0 closed out — a net gain of 44 holders — while 53 added to existing stakes and 5 trimmed.

The largest buyer was Advance Capital Management, adding an estimated $156M. The largest seller was Jane Street, cutting an estimated $2.35M.

  • 110 institutional investors held Capital Group Core Bond ETF (CGCB) as of Q3 2024, up from 68 in Q2 2024.
  • Funds reported $1.06B of Capital Group Core Bond ETF stock for Q3 2024, up 91% quarter-over-quarter.
  • 44 funds opened new Capital Group Core Bond ETF positions in Q3 2024 and 0 closed out, a net change of +44 holders.
  • The largest Capital Group Core Bond ETF buyer in Q3 2024 was Advance Capital Management, an estimated $156M added.
  • The largest Capital Group Core Bond ETF seller in Q3 2024 was Jane Street, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2024.