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Capital Group Core Bond ETF

185 hedge funds and large institutions have $2.11B invested in Capital Group Core Bond ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 119 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 24

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

22% more capital invested

Capital invested by funds: $1.73B → $2.11B (+$386M)

11% more funds holding

Funds holding: 166185 (+19)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.85% less ownership

Funds ownership: 87.37%86.51% (-0.85%)

Holders
185
Holders Change
+19
Holders Change %
+11.45%
% of All Funds
2.44%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
33
Increased
119
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
76
Global Retirement Partners
California
$2.18M +$2.16M +82,963 New
GVAG
77
Great Valley Advisor Group
Delaware
$2.02M +$213K +8,182 +12%
BEI
78
Benjamin Edwards Inc
Missouri
$2.01M +$389K +14,914 +24%
HI
79
Harbour Investments
Wisconsin
$2M +$152K +5,824 +8%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$1.99M -$2.35K -90 -0.1%
EWS
81
Evergreen Wealth Solutions
Pennsylvania
$1.92M +$728K +27,940 +62%
SCM
82
Saxony Capital Management
Missouri
$1.91M +$41.7K +1,601 +2%
BFG
83
Berger Financial Group
Minnesota
$1.88M +$238K +9,133 +15%
CWM
84
Congress Wealth Management
Massachusetts
$1.85M +$96.9K +3,716 +6%
Mariner
85
Mariner
Kansas
$1.79M -$69.3K -2,658 -4%
WTFG
86
Wood Tarver Financial Group
Idaho
$1.78M +$334K +12,816 +23%
RMP
87
Richards, Merrill & Peterson
Washington
$1.75M +$434K +16,645 +33%
KAS
88
KPP Advisory Services
Kentucky
$1.72M -$62.7K -2,407 -4%
MWM
89
Mission Wealth Management
California
$1.69M +$35.2K +1,350 +2%
CWS
90
Confluence Wealth Services
Pennsylvania
$1.64M +$104K +3,994 +7%
Truist Financial
91
Truist Financial
North Carolina
$1.61M +$421K +16,153 +36%
MWM
92
Meridian Wealth Management
Kentucky
$1.5M -$49.2K -1,888 -3%
SWP
93
Stratos Wealth Partners
Ohio
$1.46M +$1.19M +45,828 +480%
LWM
94
LongView Wealth Management
Georgia
$1.4M +$320K +12,291 +30%
BFA
95
Bill Few Associates
Pennsylvania
$1.24M +$11.1K +425 +0.9%
IWC
96
Integrated Wealth Concepts
Massachusetts
$1.23M +$296K +11,352 +32%
IA
97
IFG Advisory
Georgia
$1.14M +$539K +20,667 +91%
HP
98
Holistic Planning
Texas
$1.11M +$492K +18,867 +80%
USCWA
99
U.S. Capital Wealth Advisors
Texas
$1.07M +$126K +4,820 +14%
HighTower Advisors
100
HighTower Advisors
Illinois
$999K +$990K +37,981 New

CGCB Hedge Fund Activity: Q2 2025 in Review

185 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Bond ETF (CGCB) for Q2 2025, worth a combined $2.11B — up 22% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CGCB positions and 11 closed out — a net gain of 22 holders — while 119 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $76M. The largest seller was D.A. Davidson & Co, cutting an estimated $6.85M.

  • 185 institutional investors held Capital Group Core Bond ETF (CGCB) as of Q2 2025, up from 166 in Q1 2025.
  • Funds reported $2.11B of Capital Group Core Bond ETF stock for Q2 2025, up 22% quarter-over-quarter.
  • 33 funds opened new Capital Group Core Bond ETF positions in Q2 2025 and 11 closed out, a net change of +22 holders.
  • The largest Capital Group Core Bond ETF buyer in Q2 2025 was LPL Financial, an estimated $76M added.
  • The largest Capital Group Core Bond ETF seller in Q2 2025 was D.A. Davidson & Co, an estimated $6.85M sold.

Based on aggregated 13F filings for Q2 2025.