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Capital Group Core Bond ETF

252 hedge funds and large institutions have $4.1B invested in Capital Group Core Bond ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 171 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

452% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 31

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

28% more capital invested

Capital invested by funds: $3.2B → $4.1B (+$901M)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

6% more funds holding

Funds holding: 237252 (+15)

1.53% more ownership

Funds ownership: 88.55%90.08% (+1.5%)

Holders
252
Holders Change
+15
Holders Change %
+6.33%
% of All Funds
3.1%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
33
Increased
171
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIS
126
Richmond Investment Services
Wisconsin
$1.84M +$241K +9,088 +15%
WTFG
127
Wood Tarver Financial Group
Idaho
$1.82M +$48.5K +1,825 +3%
SIM
128
Synergy Investment Management
Florida
$1.81M +$57.1K +2,150 +3%
DWM
129
Diversify Wealth Management
Utah
$1.73M +$1.75M +65,937 New
RCG
130
Regatta Capital Group
California
$1.67M -$409K -15,386 -19%
CWS
131
Confluence Wealth Services
Pennsylvania
$1.66M +$22.4K +845 +1%
KPWS
132
Kestra Private Wealth Services
Texas
$1.55M +$341K +12,849 +28%
CHWM
133
Cauble & Harre Wealth Management
Missouri
$1.47M +$272K +10,243 +22%
BFA
134
Blueprint Financial Advisors
North Carolina
$1.39M +$233K +8,760 +20%
BIP
135
Blueprint Investment Partners
North Carolina
$1.39M +$233K +8,760 +20%
GPA
136
Garrison Point Advisors
California
$1.39M +$1.4M +52,761 New
AFA
137
AA Financial Advisors
Ohio
$1.38M -$118K -4,452 -8%
PFG
138
Prosperity Financial Group
California
$1.37M +$252K +9,499 +22%
AWP
139
Accretive Wealth Partners
New Jersey
$1.36M +$1.38M +51,827 New
SS
140
Sunbelt Securities
Texas
$1.32M +$461K +17,365 +53%
SF
141
Sun Financial
Utah
$1.31M +$25.1K +944 +2%
BFA
142
Bill Few Associates
Pennsylvania
$1.3M +$53.3K +2,005 +4%
PWM
143
Pines Wealth Management
North Carolina
$1.2M +$173K +6,497 +17%
AAS
144
Ameritas Advisory Services
Nebraska
$1.19M +$395K +14,879 +49%
PIA
145
Perennial Investment Advisors
California
$1.09M +$170K +6,385 +18%
CWM
146
Cornerstone Wealth Management
Missouri
$1.09M +$180K +6,791 +20%
VAS
147
Vestmark Advisory Solutions
Massachusetts
$1.06M +$1.07M +40,430 New
AW
148
Alchemi Wealth
Connecticut
$971K +$224K +8,421 +29%
OIA
149
OneDigital Investment Advisors
Kansas
$950K +$8.61K +324 +0.9%
CMAI
150
Capital Management Associates Inc
Minnesota
$943K +$88.6K +3,337 +10%