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Capital Group Core Bond ETF
CGCB

Overview Fund Activity

183 hedge funds and large institutions have $2.09B invested in Capital Group Core Bond ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 117 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+20
Holders Change %
+12.27%
% of All Funds
2.46%
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
117
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$323M
2
Capital International Investors
2
Capital International Investors
California
$260M
3
Bank of America
3
Bank of America
North Carolina
$31.6M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$92.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$94.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$20.8M
2
DADC
2
D.A. Davidson & Co
Montana
$15.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CP
4
Capital Planning
Washington
$0
5
KNFPWM
5
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
76
Great Valley Advisor Group
Delaware
$2.02M +$215K +8,182 +12%
BEI
77
Benjamin Edwards Inc
Missouri
$2.01M +$392K +14,914 +24%
HI
78
Harbour Investments
Wisconsin
$2M +$153K +5,824 +8%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$1.99M -$2.37K -90 -0.1%
EWS
80
Evergreen Wealth Solutions
Pennsylvania
$1.92M +$735K +27,940 +62%
SCM
81
Saxony Capital Management
Missouri
$1.91M +$42.1K +1,601 +2%
BFG
82
Berger Financial Group
Minnesota
$1.88M +$240K +9,133 +15%
CWM
83
Congress Wealth Management
Massachusetts
$1.85M +$97.7K +3,716 +6%
Mariner
84
Mariner
Kansas
$1.79M -$69.9K -2,658 -4%
WTFG
85
Wood Tarver Financial Group
Idaho
$1.78M +$337K +12,816 +23%
RMP
86
Richards, Merrill & Peterson
Washington
$1.75M +$438K +16,645 +33%
KAS
87
KPP Advisory Services
Kentucky
$1.72M -$63.3K -2,407 -4%
MWM
88
Mission Wealth Management
California
$1.69M +$35.5K +1,350 +2%
CWS
89
Confluence Wealth Services
Pennsylvania
$1.64M +$105K +3,994 +7%
Truist Financial
90
Truist Financial
North Carolina
$1.61M +$425K +16,153 +36%
MWM
91
Meridian Wealth Management
Kentucky
$1.5M -$49.7K -1,888 -3%
SWP
92
Stratos Wealth Partners
Ohio
$1.46M +$1.21M +45,828 +480%
LWM
93
LongView Wealth Management
Georgia
$1.4M +$323K +12,291 +30%
BFA
94
Bill Few Associates
Pennsylvania
$1.24M +$11.2K +425 +0.9%
IWC
95
Integrated Wealth Concepts
Massachusetts
$1.23M +$299K +11,352 +32%
IA
96
IFG Advisory
Georgia
$1.14M +$544K +20,667 +91%
HP
97
Holistic Planning
Texas
$1.11M +$496K +18,867 +80%
USCWA
98
U.S. Capital Wealth Advisors
Texas
$1.07M +$127K +4,820 +14%
HighTower Advisors
99
HighTower Advisors
Illinois
$999K +$999K +37,981 New
PWM
100
Pines Wealth Management
North Carolina
$969K +$154K +5,866 +19%
2 3
4
5 6