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Capital Group Core Bond ETF
CGCB

138 hedge funds and large institutions have $1.39B invested in Capital Group Core Bond ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 73 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 16

250% more funds holding in top 10

Funds holding in top 10: 2 → 7 (+5)

238% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 13

31% more capital invested

Capital invested by funds: $1.06B → $1.39B (+$328M)

25% more funds holding

Funds holding: 110 → 138 (+28)

2.19% more ownership

Funds ownership: 86.29% → 88.48% (+2.2%)

Holders
138
Holders Change
+28
Holders Change %
+25.45%
% of All Funds
1.82%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.09%
New
44
Increased
73
Reduced
16
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$96.7M
2
Capital International Investors
Capital International Investors
California
+$82.1M
3
Morgan Stanley
Morgan Stanley
New York
+$24M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$24M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$21M

Top Sellers

Rank Fund Capital Flow
1
ACM
Advance Capital Management
Michigan
-$51.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$18.2M
3
GVAG
Great Valley Advisor Group
Delaware
-$4.44M
4
IWM
IHT Wealth Management
Illinois
-$3.76M
5
OMC
Old Mission Capital
Illinois
-$819K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
101
Snowden Capital Advisors
New York
$330K +$336K +12,804 New
IA
102
IFG Advisory
Georgia
$324K +$330K +12,566 New
MCA
103
MSH Capital Advisors
Arizona
$322K +$328K +12,490 New
SIM
104
Synergy Investment Management
Florida
$309K +$315K +11,995 New
ASN
105
Advisory Services Network
Georgia
$296K +$301K +11,462 New
RK
106
Rather & Kittrell
Tennessee
$292K +$30K +1,143 +11%
SS
107
Sunbelt Securities
Texas
$282K +$287K +10,927 New
P
108
&Partners
Tennessee
$282K +$283K +10,768 New
PA
109
PFG Advisors
Arizona
$273K +$71.1K +2,711 +34%
CWP
110
Cyndeo Wealth Partners
Florida
$264K +$315 +12 +0.1%
EWS
111
Evergreen Wealth Solutions
Pennsylvania
$262K +$266K +10,150 New
WMA
112
William Mack & Associates
Michigan
$261K +$265K +10,103 New
Baird Financial Group
113
Baird Financial Group
Wisconsin
$251K +$255K +9,714 New
OWM
114
Orca Wealth Management
Florida
$248K +$253K +9,623 New
EWA
115
EQ Wealth Advisors
Texas
$245K +$249K +9,482 New
KA
116
Kovack Advisors
Florida
$229K +$23K +876 +11%
Comerica Bank
117
Comerica Bank
Texas
$222K +$91.3K +3,479 +68%
GWP
118
Gateway Wealth Partners
Wisconsin
$222K +$225K +8,592 New
JBA
119
Johnson Bixby & Associates
Washington
$213K +$217K +8,272 New
OIA
120
OneDigital Investment Advisors
Kansas
$209K +$2.49K +95 +1%
GRP
121
Global Retirement Partners
California
$189K +$37.3K +1,421 +24%
HWA
122
HHM Wealth Advisors
Tennessee
$132K +$134K +5,117 New
FP
123
Financial Perspectives
Minnesota
$131K +$709 +27 +0.5%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$111K – – –
WWP
125
WR Wealth Planners
Missouri
$105K -$109K -4,152 -50%
3 4
5
6 7

CGCB Hedge Fund Activity: Q4 2024 in Review

138 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Bond ETF (CGCB) for Q4 2024, worth a combined $1.39B — up 31% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new CGCB positions and 13 closed out — a net gain of 31 holders — while 73 added to existing stakes and 16 trimmed.

The largest buyer was LPL Financial, adding an estimated $96.7M. The largest seller was Advance Capital Management, cutting an estimated $51.2M.

  • 138 institutional investors held Capital Group Core Bond ETF (CGCB) as of Q4 2024, up from 110 in Q3 2024.
  • Funds reported $1.39B of Capital Group Core Bond ETF stock for Q4 2024, up 31% quarter-over-quarter.
  • 44 funds opened new Capital Group Core Bond ETF positions in Q4 2024 and 13 closed out, a net change of +31 holders.
  • The largest Capital Group Core Bond ETF buyer in Q4 2024 was LPL Financial, an estimated $96.7M added.
  • The largest Capital Group Core Bond ETF seller in Q4 2024 was Advance Capital Management, an estimated $51.2M sold.

Based on aggregated 13F filings for Q4 2024.