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Capital Group Core Bond ETF

199 hedge funds and large institutions have $2.68B invested in Capital Group Core Bond ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 133 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 28

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

27% more capital invested

Capital invested by funds: $2.11B → $2.68B (+$568M)

8% more funds holding

Funds holding: 185199 (+14)

1.45% more ownership

Funds ownership: 86.51%87.96% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
199
Holders Change
+14
Holders Change %
+7.57%
% of All Funds
2.61%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
27
Increased
133
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
76
Cullen/Frost Bankers
Texas
$2.8M +$430K +16,311 +18%
HI
77
Harbour Investments
Wisconsin
$2.49M +$473K +17,938 +24%
UAG
78
United Advisor Group
Ohio
$2.43M +$150K +5,694 +7%
LWM
79
Lodestone Wealth Management
Washington
$2.35M +$35.9K +1,362 +2%
BFG
80
Berger Financial Group
Minnesota
$2.25M +$346K +13,130 +18%
EWS
81
Evergreen Wealth Solutions
Pennsylvania
$2.23M +$286K +10,846 +15%
IIM
82
InTrack Investment Management
Vermont
$2.21M -$52.1K -1,975 -2%
S
83
Sunpointe
Missouri
$2.2M +$1.82M +68,964 +501%
GVAG
84
Great Valley Advisor Group
Delaware
$2.19M +$140K +5,303 +7%
SCM
85
Saxony Capital Management
Missouri
$2.16M +$221K +8,370 +12%
SC
86
Saiph Capital
New Jersey
$2.13M +$2.12M +80,221 New
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$2.12M +$1.31M +49,519 +163%
LWM
88
LongView Wealth Management
Georgia
$2.08M +$660K +25,037 +47%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$2.03M +$16.6K +631 +0.8%
IWC
90
Integrated Wealth Concepts
Massachusetts
$1.99M +$739K +28,005 +60%
KAS
91
KPP Advisory Services
Kentucky
$1.98M +$245K +9,273 +14%
RMP
92
Richards, Merrill & Peterson
Washington
$1.96M +$190K +7,201 +11%
Truist Financial
93
Truist Financial
North Carolina
$1.88M +$248K +9,387 +15%
MWM
94
Meridian Wealth Management
Kentucky
$1.86M +$346K +13,133 +23%
MWM
95
Mission Wealth Management
California
$1.86M +$150K +5,690 +9%
WTFG
96
Wood Tarver Financial Group
Idaho
$1.84M +$41.2K +1,562 +2%
CWS
97
Confluence Wealth Services
Pennsylvania
$1.66M +$1.48K +56 +0.1%
HP
98
Holistic Planning
Texas
$1.63M +$505K +19,126 +45%
USCWA
99
U.S. Capital Wealth Advisors
Texas
$1.5M +$422K +15,987 +39%
KNFPWM
100
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.45M -$1.95M -73,925 -57%