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Capital Group Core Bond ETF

163 hedge funds and large institutions have $1.72B invested in Capital Group Core Bond ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 92 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+27
Holders Change %
+19.85%
% of All Funds
2.21%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
34
Increased
92
Reduced
29
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FSC
126
Full Sail Capital
Oklahoma
$255K +$255K +9,714 New
OWM
127
Orca Wealth Management
Florida
$254K +$788 +30 +0.3%
SWP
128
Stratos Wealth Partners
Ohio
$251K +$251K +9,541 New
SWP
129
Sagespring Wealth Partners
Tennessee
$249K +$249K +9,480 New
RK
130
Rather & Kittrell
Tennessee
$248K -$48.9K -1,859 -16%
AAS
131
Ameritas Advisory Services
Nebraska
$248K +$248K +9,464 New
SS
132
Sunbelt Securities
Texas
$247K -$39.9K -1,517 -14%
EWA
133
EQ Wealth Advisors
Texas
$247K -$2.05K -78 -0.8%
KA
134
Kovack Advisors
Florida
$228K -$5.1K -194 -2%
WIA
135
World Investment Advisors
California
$221K +$221K +8,422 New
JBA
136
Johnson Bixby & Associates
Washington
$217K
OIA
137
OneDigital Investment Advisors
Kansas
$215K +$2.02K +77 +1%
GLA
138
Good Life Advisors
Pennsylvania
$214K +$214K +8,135 New
JWCA
139
J.W. Cole Advisors
Florida
$213K +$213K +8,104 New
HTWM
140
Hartmann Taylor Wealth Management
Texas
$208K +$208K +7,913 New
CFD
141
Creative Financial Designs
Indiana
$178K +$90.9K +3,457 +105%
FP
142
Financial Perspectives
Minnesota
$134K +$578 +22 +0.4%
MDCM
143
Morgan Dempsey Capital Management
Wisconsin
$128K +$66.7K +2,538 +110%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$113K
CAL
145
Capital Analysts LLC
Pennsylvania
$108K +$108K +4,104 New
VWWMG
146
Vermillion & White Wealth Management Group
Pennsylvania
$98.4K +$98.4K +3,744 New
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$89K +$89K +3,386 New
BC
148
Barrett & Company
Rhode Island
$80.2K
MSWA
149
Marshall & Sterling Wealth Advisors
New York
$54.6K +$54.6K +2,076 New
ACA
150
Aptus Capital Advisors
Alabama
$52.6K +$52.6K +2,000 New