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Capital Group Core Bond ETF

185 hedge funds and large institutions have $2.11B invested in Capital Group Core Bond ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 119 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 24

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

22% more capital invested

Capital invested by funds: $1.73B → $2.11B (+$386M)

11% more funds holding

Funds holding: 166185 (+19)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.85% less ownership

Funds ownership: 87.37%86.51% (-0.85%)

Holders
185
Holders Change
+19
Holders Change %
+11.45%
% of All Funds
2.44%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
33
Increased
119
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Pines Wealth Management
North Carolina
$969K +$153K +5,866 +19%
GWSG
102
GPS Wealth Strategies Group
Colorado
$897K +$136K +5,215 +18%
BCI
103
Brinker Capital Investments
Pennsylvania
$850K +$383K +14,682 +83%
ACM
104
Aurdan Capital Management
Pennsylvania
$810K +$469 +18 +0.1%
PFS
105
Prospera Financial Services
Texas
$798K +$229K +8,799 +41%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$797K +$336K +12,892 +74%
WMA
107
William Mack & Associates
Michigan
$795K +$426K +16,345 +118%
CFA
108
CWS Financial Advisors
Michigan
$794K +$58.5K +2,243 +8%
AWM
109
Apollon Wealth Management
South Carolina
$744K +$738K +28,298 New
SPC
110
Sigma Planning Corp
Michigan
$738K -$26 -1 -0%
TWP
111
Tempus Wealth Planning
California
$699K +$19.6K +752 +3%
AF
112
Advisornet Financial
Minnesota
$681K +$58.9K +2,260 +10%
AFA
113
AA Financial Advisors
Ohio
$647K +$642K +24,616 New
RIS
114
Richmond Investment Services
Wisconsin
$645K +$639K +24,508 New
MHS
115
M Holdings Securities
Oregon
$632K +$629K +24,124 New
CWM
116
Cornerstone Wealth Management
Missouri
$618K -$6.13K -235 -1%
GWP
117
Gateway Wealth Partners
Wisconsin
$585K +$138K +5,284 +31%
BCM
118
Brookstone Capital Management
Illinois
$562K -$563K -21,589 -50%
JCM
119
Jacobi Capital Management
Pennsylvania
$550K +$12.3K +470 +2%
PIA
120
Perennial Investment Advisors
California
$548K +$60K +2,302 +12%
AC
121
AlphaCore Capital
California
$514K +$235 +9 +0%
CGPCS
122
Capital Group Private Client Services
California
$495K +$83.7K +3,213 +21%
WIA
123
World Investment Advisors
California
$484K +$260K +9,971 +118%
MCA
124
MSH Capital Advisors
Arizona
$472K +$92K +3,530 +24%
Comerica Bank
125
Comerica Bank
Texas
$450K +$80.4K +3,083 +22%

CGCB Hedge Fund Activity: Q2 2025 in Review

185 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Bond ETF (CGCB) for Q2 2025, worth a combined $2.11B — up 22% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CGCB positions and 11 closed out — a net gain of 22 holders — while 119 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $76M. The largest seller was D.A. Davidson & Co, cutting an estimated $6.85M.

  • 185 institutional investors held Capital Group Core Bond ETF (CGCB) as of Q2 2025, up from 166 in Q1 2025.
  • Funds reported $2.11B of Capital Group Core Bond ETF stock for Q2 2025, up 22% quarter-over-quarter.
  • 33 funds opened new Capital Group Core Bond ETF positions in Q2 2025 and 11 closed out, a net change of +22 holders.
  • The largest Capital Group Core Bond ETF buyer in Q2 2025 was LPL Financial, an estimated $76M added.
  • The largest Capital Group Core Bond ETF seller in Q2 2025 was D.A. Davidson & Co, an estimated $6.85M sold.

Based on aggregated 13F filings for Q2 2025.