CGCB icon

Capital Group Core Bond ETF

250 hedge funds and large institutions have $4.07B invested in Capital Group Core Bond ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 169 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
AA
101
Ancora Advisors
Ohio
$2.71M
BFG
102
Berger Financial Group
Minnesota
$2.64M
UAG
103
United Advisor Group
Ohio
$2.63M
WIA
104
World Investment Advisors
California
$2.61M
MW
105
Merited Wealth
Florida
$2.6M
MWM
106
Meridian Wealth Management
Kentucky
$2.6M
TBF
107
True Blue Financial
Michigan
$2.58M
LWM
108
LongView Wealth Management
Georgia
$2.54M
IFG
109
Independent Financial Group
California
$2.43M
LWM
110
Lodestone Wealth Management
Washington
$2.39M
RMP
111
Richards, Merrill & Peterson
Washington
$2.38M
SN
112
Sittner & Nelson
Oregon
$2.37M
AssetMark Inc
113
AssetMark Inc
California
$2.37M
KAS
114
KPP Advisory Services
Kentucky
$2.34M
HWMO
115
Heritage Wealth Management (Ohio)
Ohio
$2.34M
PFS
116
Prospera Financial Services
Texas
$2.32M
Natixis Advisors
117
Natixis Advisors
Massachusetts
$2.31M
SC
118
Saiph Capital
New Jersey
$2.3M
VVP
119
Venture Visionary Partners
Ohio
$2.22M
OMC
120
Old Mission Capital
Illinois
$2.16M
CPA
121
Capital Planning Advisors
California
$2.12M
USCWA
122
U.S. Capital Wealth Advisors
Texas
$1.97M
BCI
123
Brinker Capital Investments
Pennsylvania
$1.88M
CFA
124
CWS Financial Advisors
Michigan
$1.86M
RIS
125
Richmond Investment Services
Wisconsin
$1.84M