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Capital Group Core Bond ETF

252 hedge funds and large institutions have $4.1B invested in Capital Group Core Bond ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 171 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

452% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 31

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

28% more capital invested

Capital invested by funds: $3.2B → $4.1B (+$901M)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

6% more funds holding

Funds holding: 237252 (+15)

1.53% more ownership

Funds ownership: 88.55%90.08% (+1.5%)

Holders
252
Holders Change
+15
Holders Change %
+6.33%
% of All Funds
3.1%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
33
Increased
171
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
101
Mutual Advisors
Nebraska
$2.8M +$2.81K +106 +0.1%
AA
102
Ancora Advisors
Ohio
$2.71M -$417K -15,709 -13%
BFG
103
Berger Financial Group
Minnesota
$2.64M +$76.9K +2,895 +3%
UAG
104
United Advisor Group
Ohio
$2.63M +$131K +4,945 +5%
WIA
105
World Investment Advisors
California
$2.61M +$448K +16,854 +20%
MW
106
Merited Wealth
Florida
$2.6M -$44.6K -1,681 -2%
MWM
107
Meridian Wealth Management
Kentucky
$2.6M -$3.35K -126 -0.1%
TBF
108
True Blue Financial
Michigan
$2.58M +$429K +16,138 +20%
LWM
109
LongView Wealth Management
Georgia
$2.54M +$87.1K +3,279 +4%
IFG
110
Independent Financial Group
California
$2.43M +$176K +6,623 +8%
LWM
111
Lodestone Wealth Management
Washington
$2.39M +$13.1K +495 +0.5%
RMP
112
Richards, Merrill & Peterson
Washington
$2.38M +$129K +4,860 +6%
SN
113
Sittner & Nelson
Oregon
$2.37M +$1.7M +63,983 +243%
AssetMark Inc
114
AssetMark Inc
California
$2.37M +$625K +23,527 +35%
KAS
115
KPP Advisory Services
Kentucky
$2.34M +$70.3K +2,648 +3%
HWMO
116
Heritage Wealth Management (Ohio)
Ohio
$2.34M +$465K +17,503 +24%
PFS
117
Prospera Financial Services
Texas
$2.32M +$1.14M +42,874 +94%
Natixis Advisors
118
Natixis Advisors
Massachusetts
$2.31M +$1.53M +57,607 +191%
SC
119
Saiph Capital
New Jersey
$2.3M -$43.4K -1,633 -2%
VVP
120
Venture Visionary Partners
Ohio
$2.22M +$171K +6,436 +8%
OMC
121
Old Mission Capital
Illinois
$2.16M +$1.88M +70,642 +610%
CPA
122
Capital Planning Advisors
California
$2.12M +$436K +16,417 +26%
USCWA
123
U.S. Capital Wealth Advisors
Texas
$1.97M +$283K +10,640 +17%
BCI
124
Brinker Capital Investments
Pennsylvania
$1.88M +$344K +12,935 +22%
CFA
125
CWS Financial Advisors
Michigan
$1.86M +$53.7K +2,022 +3%