Capital Group Core Bond ETF
CGCB
110 hedge funds and large institutions have $1.06B invested in Capital Group Core Bond ETF in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 53 increasing their positions, 5 reducing their positions, and 0 closing their positions.
960% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
91% more capital invested
Capital invested by funds: $557M → $1.06B (+$508M)
62% more funds holding
Funds holding: 68 → 110 (+42)
2.48% less ownership
Funds ownership: 88.77% → 86.29% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Advance Capital Management
Southfield,
Michigan
|
+$156M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$48.3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$38.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$36.8M |
| 5 |
Morgan Stanley
New York
|
+$23.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.35M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$467K |
| 3 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$72.4K |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$67.8K |
| 5 |
WWP
WR Wealth Planners
Columbia,
Missouri
|
-$293 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CT
101
Colonial Trust
Spartanburg,
South Carolina
| $45.9K | +$45.3K | +1,700 | New |
|
|
SPIA
102
Steward Partners Investment Advisory
New York
| $37.9K | +$13.6K | +510 | +57% |
|
|
CIAS
103
Capital Investment Advisory Services
Raleigh,
North Carolina
| $29.6K | +$29.3K | +1,100 | New |
|
|
AI
104
Arvest Investments
Rogers,
Arkansas
| $26.3K | – | – | – |
|
|
FCA
105
FinTrust Capital Advisors
Greenville,
South Carolina
| $15K | +$14.8K | +556 | New |
|
|
IA
106
IFP Advisors
Tampa,
Florida
| $13K | – | – | – |
|
|
BC
107
Barrett & Company
Providence,
Rhode Island
| $8.09K | +$7.99K | +300 | New |
|
|
NS
108
NBC Securities
Birmingham,
Alabama
| $8K | +$2.79K | +105 | +48% |
|
109
Wells Fargo
San Francisco,
California
| $31 | +$27 | +1 | New |
|
110
Fidelity Investments
Boston,
Massachusetts
| $27 | +$27 | +1 | New |
|
CGCB Hedge Fund Activity: Q3 2024 in Review
110 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Bond ETF (CGCB) for Q3 2024, worth a combined $1.06B — up 91% from $557M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new CGCB positions and 0 closed out — a net gain of 44 holders — while 53 added to existing stakes and 5 trimmed.
The largest buyer was Advance Capital Management, adding an estimated $156M. The largest seller was Jane Street, cutting an estimated $2.35M.
- 110 institutional investors held Capital Group Core Bond ETF (CGCB) as of Q3 2024, up from 68 in Q2 2024.
- Funds reported $1.06B of Capital Group Core Bond ETF stock for Q3 2024, up 91% quarter-over-quarter.
- 44 funds opened new Capital Group Core Bond ETF positions in Q3 2024 and 0 closed out, a net change of +44 holders.
- The largest Capital Group Core Bond ETF buyer in Q3 2024 was Advance Capital Management, an estimated $156M added.
- The largest Capital Group Core Bond ETF seller in Q3 2024 was Jane Street, an estimated $2.35M sold.
Based on aggregated 13F filings for Q3 2024.