CGCB icon

Capital Group Core Bond ETF

136 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 43 funds opening new positions, 72 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+27
Holders Change %
+24.77%
% of All Funds
1.81%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.09%
New
43
Increased
72
Reduced
16
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
101
IFG Advisory
Georgia
$324K +$324K +12,566 New
MCA
102
MSH Capital Advisors
Arizona
$322K +$322K +12,490 New
SIM
103
Synergy Investment Management
Florida
$309K +$309K +11,995 New
ASN
104
Advisory Services Network
Georgia
$296K +$296K +11,462 New
RK
105
Rather & Kittrell
Tennessee
$292K +$29.5K +1,143 +11%
SS
106
Sunbelt Securities
Texas
$282K +$282K +10,927 New
P
107
&Partners
Tennessee
$282K +$282K +10,768 New
PA
108
PFG Advisors
Arizona
$273K +$69.9K +2,711 +34%
CWP
109
Cyndeo Wealth Partners
Florida
$264K +$309 +12 +0.1%
EWS
110
Evergreen Wealth Solutions
Pennsylvania
$262K +$262K +10,150 New
Baird Financial Group
111
Baird Financial Group
Wisconsin
$251K +$251K +9,714 New
OWM
112
Orca Wealth Management
Florida
$248K +$248K +9,623 New
EWA
113
EQ Wealth Advisors
Texas
$245K +$245K +9,482 New
KA
114
Kovack Advisors
Florida
$229K +$22.6K +876 +11%
Comerica Bank
115
Comerica Bank
Texas
$222K +$89.7K +3,479 +68%
GWP
116
Gateway Wealth Partners
Wisconsin
$222K +$222K +8,592 New
JBA
117
Johnson Bixby & Associates
Washington
$213K +$213K +8,272 New
OIA
118
OneDigital Investment Advisors
Kansas
$209K +$2.45K +95 +1%
GRP
119
Global Retirement Partners
California
$189K +$36.6K +1,421 +24%
HWA
120
HHM Wealth Advisors
Tennessee
$132K +$132K +5,117 New
FP
121
Financial Perspectives
Minnesota
$131K +$696 +27 +0.5%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$111K
WWP
123
WR Wealth Planners
Missouri
$105K -$107K -4,152 -50%
CFD
124
Creative Financial Designs
Indiana
$85.3K +$19.6K +759 +30%
BC
125
Barrett & Company
Rhode Island
$78.7K +$70.9K +2,750 +917%