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Capital Group Core Bond ETF

231 hedge funds and large institutions have $3.18B invested in Capital Group Core Bond ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 144 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Mission Wealth Management
California
$3.63M
DAS
77
Dynamic Advisor Solutions
Arizona
$3.59M
EPW
78
Endeavor Private Wealth
Kansas
$3.53M
Envestnet Portfolio Solutions
79
Envestnet Portfolio Solutions
Illinois
$3.47M
FA
80
Fiduciary Alliance
South Carolina
$3.44M
Citadel Advisors
81
Citadel Advisors
Florida
$3.3M
WWM
82
Western Wealth Management
Colorado
$3.22M
SCM
83
Saxony Capital Management
Missouri
$3.22M
HighTower Advisors
84
HighTower Advisors
Illinois
$3.21M
AA
85
Ancora Advisors
Ohio
$3.15M
CA
86
COFG Advisors
Illinois
$3.07M
IIM
87
InTrack Investment Management
Vermont
$2.96M
RIL
88
Rothschild Investment LLC
Illinois
$2.86M
MA
89
Mutual Advisors
Nebraska
$2.83M
IWC
90
Integrated Wealth Concepts
Massachusetts
$2.77M
Truist Financial
91
Truist Financial
North Carolina
$2.69M
MWM
92
Meridian Wealth Management
Kentucky
$2.62M
BFG
93
Berger Financial Group
Minnesota
$2.59M
UAG
94
United Advisor Group
Ohio
$2.53M
LWM
95
LongView Wealth Management
Georgia
$2.46M
LWM
96
Lodestone Wealth Management
Washington
$2.4M
SC
97
Saiph Capital
New Jersey
$2.37M
KAS
98
KPP Advisory Services
Kentucky
$2.3M
RMP
99
Richards, Merrill & Peterson
Washington
$2.28M
WIA
100
World Investment Advisors
California
$2.19M