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Capital Group Core Bond ETF

231 hedge funds and large institutions have $3.18B invested in Capital Group Core Bond ETF in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 144 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFP
101
TrueWealth Financial Partners
Washington
$2.18M
TBF
102
True Blue Financial
Michigan
$2.18M
RCG
103
Regatta Capital Group
California
$2.1M
GVAG
104
Great Valley Advisor Group
Delaware
$2.08M
VVP
105
Venture Visionary Partners
Ohio
$2.07M
Baird Financial Group
106
Baird Financial Group
Wisconsin
$2.05M
HWMO
107
Heritage Wealth Management (Ohio)
Ohio
$1.9M
CFA
108
CWS Financial Advisors
Michigan
$1.83M
WTFG
109
Wood Tarver Financial Group
Idaho
$1.79M
SIM
110
Synergy Investment Management
Florida
$1.77M
AssetMark Inc
111
AssetMark Inc
California
$1.77M
USCWA
112
U.S. Capital Wealth Advisors
Texas
$1.71M
CPA
113
Capital Planning Advisors
California
$1.71M
AF
114
Advisornet Financial
Minnesota
$1.68M
CWS
115
Confluence Wealth Services
Pennsylvania
$1.66M
RIS
116
Richmond Investment Services
Wisconsin
$1.61M
IA
117
IFG Advisory
Georgia
$1.59M
BCI
118
Brinker Capital Investments
Pennsylvania
$1.56M
AFA
119
AA Financial Advisors
Ohio
$1.51M
CPA
120
Clear Point Advisors
New York
$1.47M
GWP
121
Gateway Wealth Partners
Wisconsin
$1.44M
VA
122
VestGen Advisors
Illinois
$1.41M
FTUS
123
Flow Traders U.S.
New York
$1.39M
SF
124
Sun Financial
Utah
$1.3M
DAS
125
Diversify Advisory Services
Utah
$1.28M