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Capital Group Core Bond ETF
CGCB

Overview Fund Activity

109 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, 52 increasing their positions, 5 reducing their positions, and 0 closing their positions.

Holders
109
Holders Change
+42
Holders Change %
+62.69%
% 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
52
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Advance Capital Management
Michigan
$500M
2
Capital International Investors
2
Capital International Investors
California
$51.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$48.6M
4
LPL Financial
4
LPL Financial
California
$43.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$78.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$782K
2
MA
2
Mutual Advisors
Nebraska
$1.99M
3
CIA
3
Concurrent Investment Advisors
Florida
$3.24M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$817K
5
WWP
5
WR Wealth Planners
Missouri
$222K
Name Market Value Shares Shares
Change 		Shares
Change %
BEI
76
Benjamin Edwards Inc
Missouri
$336K 12,469 +12,469 New
Renaissance Technologies
77
Renaissance Technologies
New York
$334K 12,400 +12,400 New
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$330K 12,228 +12,228 New
PWH
79
Priebe Wealth Holdings
Minnesota
$323K 12,000 +12,000 New
CFA
80
CWS Financial Advisors
Michigan
$290K 10,746 +1,667 +18%
CWP
81
Cyndeo Wealth Partners
Florida
$276K 10,242 +10,242 New
RK
82
Rather & Kittrell
Tennessee
$274K 10,171 – –
FNBT
83
FineMark National Bank & Trust
Florida
$265K 9,819 – –
DFG
84
Dupree Financial Group
Kentucky
$248K 9,196 – –
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$243K 9,013 +9,013 New
WWP
86
WR Wealth Planners
Missouri
$222K 8,223 -11 -0.1%
OIA
87
OneDigital Investment Advisors
Kansas
$216K 8,000 +82 +1%
KA
88
Kovack Advisors
Florida
$216K 7,997 +7,997 New
PA
89
PFG Advisors
Arizona
$212K 7,884 +7,884 New
AFM
90
Armstrong Fleming & Moore
District of Columbia
$205K 7,595 +7,595 New
GRP
91
Global Retirement Partners
California
$159K 5,911 +5,911 New
Comerica Bank
92
Comerica Bank
Texas
$139K 5,141 +3,741 +267%
FP
93
Financial Perspectives
Minnesota
$136K 5,051 +2,813 +126%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$116K 4,300 +4,300 New
CPA
95
Clear Point Advisors
New York
$102K 3,777 +3,777 New
NA
96
NewEdge Advisors
Louisiana
$95.6K 3,548 +2,233 +170%
CFD
97
Creative Financial Designs
Indiana
$68.7K 2,547 +2,314 +993%
HIA
98
Harbor Investment Advisory
Maryland
$62.4K 2,315 – –
PTC
99
Private Trust Company
Ohio
$46.3K 1,717 +1,717 New
CT
100
Colonial Trust
South Carolina
$45.9K 1,700 +1,700 New
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4
5