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Capital Group Core Bond ETF

166 hedge funds and large institutions have $1.73B invested in Capital Group Core Bond ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 4

224% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 29

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

24% more capital invested

Capital invested by funds: $1.39B → $1.73B (+$335M)

20% more funds holding

Funds holding: 138166 (+28)

1.11% less ownership

Funds ownership: 88.48%87.37% (-1.1%)

Holders
166
Holders Change
+28
Holders Change %
+20.29%
% of All Funds
2.23%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
35
Increased
94
Reduced
29
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
101
Tempus Wealth Planning
California
$679K +$150K +5,778 +29%
OMC
102
Old Mission Capital
Illinois
$646K -$2.84M -109,312 -82%
CWM
103
Cornerstone Wealth Management
Missouri
$624K +$255K +9,784 +70%
AF
104
Advisornet Financial
Minnesota
$621K +$33.7K +1,295 +6%
HP
105
Holistic Planning
Texas
$616K -$112K -4,298 -15%
IA
106
IFG Advisory
Georgia
$595K +$262K +10,087 +80%
PFS
107
Prospera Financial Services
Texas
$566K +$4.5K +173 +0.8%
BCA
108
Bay Colony Advisors
Massachusetts
$554K -$369K -14,178 -40%
JCM
109
Jacobi Capital Management
Pennsylvania
$537K +$532K +20,434 New
AC
110
AlphaCore Capital
California
$514K +$509K +19,549 New
FTUS
111
Flow Traders U.S.
New York
$499K -$930K -35,750 -65%
PIA
112
Perennial Investment Advisors
California
$488K -$188K -7,212 -28%
BCI
113
Brinker Capital Investments
Pennsylvania
$464K +$459K +17,638 New
OPS
114
Orion Portfolio Solutions
Nebraska
$464K +$459K +17,638 New
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$458K +$14.1K +541 +3%
GWP
116
Gateway Wealth Partners
Wisconsin
$446K +$218K +8,370 +97%
CGPCS
117
Capital Group Private Client Services
California
$410K +$406K +15,614 New
MCA
118
MSH Capital Advisors
Arizona
$379K +$50.1K +1,927 +15%
HIA
119
Harbor Investment Advisory
Maryland
$376K -$51.3K -1,970 -12%
PA
120
PFG Advisors
Arizona
$370K +$90.7K +3,487 +33%
CWP
121
Cyndeo Wealth Partners
Florida
$369K +$98.6K +3,788 +37%
Comerica Bank
122
Comerica Bank
Texas
$368K +$140K +5,396 +63%
WMA
123
William Mack & Associates
Michigan
$365K +$98.8K +3,796 +38%
SA
124
Sovran Advisors
California
$335K +$334K +12,855 New
TC
125
Trilogy Capital
California
$317K -$176K -6,778 -36%

CGCB Hedge Fund Activity: Q1 2025 in Review

166 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Bond ETF (CGCB) for Q1 2025, worth a combined $1.73B — up 24% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CGCB positions and 4 closed out — a net gain of 31 holders — while 94 added to existing stakes and 29 trimmed.

The largest buyer was LPL Financial, adding an estimated $106M. The largest seller was Advance Capital Management, cutting an estimated $151M.

  • 166 institutional investors held Capital Group Core Bond ETF (CGCB) as of Q1 2025, up from 138 in Q4 2024.
  • Funds reported $1.73B of Capital Group Core Bond ETF stock for Q1 2025, up 24% quarter-over-quarter.
  • 35 funds opened new Capital Group Core Bond ETF positions in Q1 2025 and 4 closed out, a net change of +31 holders.
  • The largest Capital Group Core Bond ETF buyer in Q1 2025 was LPL Financial, an estimated $106M added.
  • The largest Capital Group Core Bond ETF seller in Q1 2025 was Advance Capital Management, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2025.