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Capital Group Core Bond ETF

136 hedge funds and large institutions have $1.39B invested in Capital Group Core Bond ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 72 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+27
Holders Change %
+24.77%
% of All Funds
1.81%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.09%
New
43
Increased
72
Reduced
16
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$921K +$921K +35,726 New
BCA
77
Bay Colony Advisors
Massachusetts
$910K +$157K +6,103 +21%
DFG
78
Delta Financial Group
New Jersey
$891K -$43.7K -1,693 -5%
HI
79
Harbour Investments
Wisconsin
$828K +$430K +16,675 +108%
LWM
80
LongView Wealth Management
Georgia
$827K +$445K +17,251 +116%
PWM
81
Pines Wealth Management
North Carolina
$808K +$808K +31,654 New
WTFG
82
Wood Tarver Financial Group
Idaho
$787K +$787K +30,553 New
GWSG
83
GPS Wealth Strategies Group
Colorado
$766K +$18.9K +732 +3%
IWC
84
Integrated Wealth Concepts
Massachusetts
$760K +$384K +14,890 +102%
SPC
85
Sigma Planning Corp
Michigan
$736K +$37K +1,436 +5%
HP
86
Holistic Planning
Texas
$716K +$716K +27,756 New
ACM
87
Aurdan Capital Management
Pennsylvania
$665K +$665K +25,783 New
PIA
88
Perennial Investment Advisors
California
$664K +$664K +25,765 New
USCWA
89
U.S. Capital Wealth Advisors
Texas
$658K -$7.45K -289 -1%
AF
90
Advisornet Financial
Minnesota
$576K -$87.6K -3,396 -13%
PFS
91
Prospera Financial Services
Texas
$551K +$200K +7,769 +57%
BCM
92
Brookstone Capital Management
Illinois
$522K +$522K +20,256 New
TWP
93
Tempus Wealth Planning
California
$517K +$62.7K +2,430 +14%
TC
94
Trilogy Capital
California
$486K -$29.5K -1,143 -6%
CFA
95
CWS Financial Advisors
Michigan
$441K +$164K +6,363 +59%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$435K +$203K +7,869 +87%
GVAG
97
Great Valley Advisor Group
Delaware
$429K -$4.36M -169,115 -91%
HIA
98
Harbor Investment Advisory
Maryland
$419K +$360K +13,945 +602%
CWM
99
Cornerstone Wealth Management
Missouri
$360K +$360K +13,947 New
SCA
100
Snowden Capital Advisors
New York
$330K +$330K +12,804 New