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Capital Group Core Bond ETF

166 hedge funds and large institutions have $1.73B invested in Capital Group Core Bond ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 4

224% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 29

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

24% more capital invested

Capital invested by funds: $1.39B → $1.73B (+$335M)

20% more funds holding

Funds holding: 138166 (+28)

1.11% less ownership

Funds ownership: 88.48%87.37% (-1.1%)

Holders
166
Holders Change
+28
Holders Change %
+20.29%
% of All Funds
2.23%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
35
Increased
94
Reduced
29
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Mission Wealth Management
California
$1.65M +$1.63M +62,833 New
BFG
77
Berger Financial Group
Minnesota
$1.64M +$1.62M +62,311 New
BEI
78
Benjamin Edwards Inc
Missouri
$1.61M +$607K +23,335 +61%
MWM
79
Meridian Wealth Management
Kentucky
$1.54M
CWS
80
Confluence Wealth Services
Pennsylvania
$1.52M +$1.52M +58,383 New
WTFG
81
Wood Tarver Financial Group
Idaho
$1.44M +$631K +24,241 +79%
RMP
82
Richards, Merrill & Peterson
Washington
$1.32M +$138K +5,300 +12%
MFG
83
Merit Financial Group
Georgia
$1.29M +$1.27M +48,984 New
BFA
84
Bill Few Associates
Pennsylvania
$1.23M +$19K +732 +2%
EWS
85
Evergreen Wealth Solutions
Pennsylvania
$1.18M +$909K +34,935 +344%
Truist Financial
86
Truist Financial
North Carolina
$1.18M +$242K +9,288 +26%
BCM
87
Brookstone Capital Management
Illinois
$1.13M +$591K +22,715 +112%
LWM
88
LongView Wealth Management
Georgia
$1.07M +$228K +8,748 +27%
SIM
89
Synergy Investment Management
Florida
$1.05M +$727K +27,950 +233%
USCWA
90
U.S. Capital Wealth Advisors
Texas
$938K +$265K +10,168 +40%
IWC
91
Integrated Wealth Concepts
Massachusetts
$931K +$155K +5,967 +20%
DFG
92
Delta Financial Group
New Jersey
$870K -$35.2K -1,354 -4%
PWM
93
Pines Wealth Management
North Carolina
$812K -$12.7K -488 -2%
ACM
94
Aurdan Capital Management
Pennsylvania
$809K +$130K +4,985 +19%
SEI Investments
95
SEI Investments
Pennsylvania
$804K +$796K +30,607 New
GWSG
96
GPS Wealth Strategies Group
Colorado
$759K -$20.6K -792 -3%
SPC
97
Sigma Planning Corp
Michigan
$738K -$12.5K -479 -2%
CFA
98
CWS Financial Advisors
Michigan
$735K +$282K +10,852 +63%
TC
99
TownSquare Capital
Utah
$719K -$849K -32,641 -54%
DW30
100
Drucker Wealth 3.0
New Jersey
$707K -$852K -32,739 -55%

CGCB Hedge Fund Activity: Q1 2025 in Review

166 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Bond ETF (CGCB) for Q1 2025, worth a combined $1.73B — up 24% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CGCB positions and 4 closed out — a net gain of 31 holders — while 94 added to existing stakes and 29 trimmed.

The largest buyer was LPL Financial, adding an estimated $106M. The largest seller was Advance Capital Management, cutting an estimated $151M.

  • 166 institutional investors held Capital Group Core Bond ETF (CGCB) as of Q1 2025, up from 138 in Q4 2024.
  • Funds reported $1.73B of Capital Group Core Bond ETF stock for Q1 2025, up 24% quarter-over-quarter.
  • 35 funds opened new Capital Group Core Bond ETF positions in Q1 2025 and 4 closed out, a net change of +31 holders.
  • The largest Capital Group Core Bond ETF buyer in Q1 2025 was LPL Financial, an estimated $106M added.
  • The largest Capital Group Core Bond ETF seller in Q1 2025 was Advance Capital Management, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2025.