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Capital Group Core Bond ETF

237 hedge funds and large institutions have $3.2B invested in Capital Group Core Bond ETF in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 144 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
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
RMP
101
Richards, Merrill & Peterson
Washington
$2.28M
IFG
102
Independent Financial Group
California
$2.28M
WIA
103
World Investment Advisors
California
$2.19M
TBF
104
True Blue Financial
Michigan
$2.18M
TFP
105
TrueWealth Financial Partners
Washington
$2.18M
RCG
106
Regatta Capital Group
California
$2.1M
GVAG
107
Great Valley Advisor Group
Delaware
$2.08M
VVP
108
Venture Visionary Partners
Ohio
$2.07M
Baird Financial Group
109
Baird Financial Group
Wisconsin
$2.05M
HWMO
110
Heritage Wealth Management (Ohio)
Ohio
$1.9M
CFA
111
CWS Financial Advisors
Michigan
$1.83M
WTFG
112
Wood Tarver Financial Group
Idaho
$1.79M
SIM
113
Synergy Investment Management
Florida
$1.77M
AssetMark Inc
114
AssetMark Inc
California
$1.77M
USCWA
115
U.S. Capital Wealth Advisors
Texas
$1.71M
CPA
116
Capital Planning Advisors
California
$1.71M
AF
117
Advisornet Financial
Minnesota
$1.68M
CWS
118
Confluence Wealth Services
Pennsylvania
$1.66M
RIS
119
Richmond Investment Services
Wisconsin
$1.61M
IA
120
IFG Advisory
Georgia
$1.59M
BCI
121
Brinker Capital Investments
Pennsylvania
$1.56M
AFA
122
AA Financial Advisors
Ohio
$1.51M
CPA
123
Clear Point Advisors
New York
$1.47M
GWP
124
Gateway Wealth Partners
Wisconsin
$1.44M
VA
125
VestGen Advisors
Illinois
$1.41M