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Capital Group Core Bond ETF

136 hedge funds and large institutions have $1.39B invested in Capital Group Core Bond ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 72 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+27
Holders Change %
+24.77%
% of All Funds
1.81%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.09%
New
43
Increased
72
Reduced
16
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MDCM
126
Morgan Dempsey Capital Management
Wisconsin
$59.8K +$59.8K +2,317 New
AF
127
Allworth Financial
California
$52.6K +$52.6K +2,038 New
CT
128
Colonial Trust
South Carolina
$43.9K
PTC
129
Private Trust Company
Ohio
$43.8K -$438 -17 -1%
SPIA
130
Steward Partners Investment Advisory
New York
$36.2K
CIAS
131
Capital Investment Advisory Services
North Carolina
$28.4K
AI
132
Arvest Investments
Arkansas
$25.2K
CAWM
133
Capital A Wealth Management
Pennsylvania
$24.5K +$24.5K +950 New
AG
134
AmeriFlex Group
Nevada
$8.68K +$8.68K +336 New
AAG
135
Armstrong Advisory Group
Massachusetts
$7.12K +$7.12K +276 New
IA
136
IFP Advisors
Florida
$4.05K -$8.35K -324 -67%
Wells Fargo
137
Wells Fargo
California
$6 -$31 -1 Closed
IWM
138
IHT Wealth Management
Illinois
-$3.76M -139,512 Closed
FHC
139
First Heartland Consultants
Missouri
-$511K -18,973 Closed
JWCA
140
J.W. Cole Advisors
Florida
-$430K -15,959 Closed
GLA
141
Good Life Advisors
Pennsylvania
-$341K -12,670 Closed
Renaissance Technologies
142
Renaissance Technologies
New York
-$334K -12,400 Closed
PWH
143
Priebe Wealth Holdings
Minnesota
-$323K -12,000 Closed
FNBT
144
FineMark National Bank & Trust
Florida
-$265K -9,819 Closed
DFG
145
Dupree Financial Group
Kentucky
-$248K -9,196 Closed
AFM
146
Armstrong Fleming & Moore
District of Columbia
-$205K -7,595 Closed
CPA
147
Clear Point Advisors
New York
-$102K -3,777 Closed
NS
148
NBC Securities
Alabama
-$8K -326 Closed
Fidelity Investments
149
Fidelity Investments
Massachusetts
-$27 -1 Closed