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Capital Group Core Bond ETF
CGCB

166 hedge funds and large institutions have $1.73B invested in Capital Group Core Bond ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 4

224% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 29

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

24% more capital invested

Capital invested by funds: $1.39B → $1.73B (+$335M)

20% more funds holding

Funds holding: 138 → 166 (+28)

1.11% less ownership

Funds ownership: 88.48% → 87.37% (-1.1%)

Holders
166
Holders Change
+28
Holders Change %
+20.29%
% of All Funds
2.23%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
35
Increased
94
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$106M
2
Capital International Investors
Capital International Investors
California
+$70M
3
Morgan Stanley
Morgan Stanley
New York
+$44.7M
4
LFG
Leverty Financial Group
Wisconsin
+$35.3M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$27.6M

Top Sellers

Rank Fund Capital Flow
1
ACM
Advance Capital Management
Michigan
-$151M
2
PAG
Private Advisor Group
New Jersey
-$8.6M
3
OMC
Old Mission Capital
Illinois
-$2.84M
4
SMC
Smith, Moore & Co
Missouri
-$965K
5
FTUS
Flow Traders U.S.
New York
-$930K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
126
Snowden Capital Advisors
New York
$305K -$31.2K -1,199 -9%
ASN
127
Advisory Services Network
Georgia
$302K +$286 +11 +0.1%
FSC
128
Full Sail Capital
Oklahoma
$255K +$253K +9,714 New
OWM
129
Orca Wealth Management
Florida
$254K +$781 +30 +0.3%
MFG
130
Mission Financial Group
Nevada
$252K +$249K +9,582 New
SWP
131
Stratos Wealth Partners
Ohio
$251K +$248K +9,541 New
SWP
132
Sagespring Wealth Partners
Tennessee
$249K +$247K +9,480 New
RK
133
Rather & Kittrell
Tennessee
$248K -$48.4K -1,859 -16%
AAS
134
Ameritas Advisory Services
Nebraska
$248K +$246K +9,464 New
SS
135
Sunbelt Securities
Texas
$247K -$39.5K -1,517 -14%
EWA
136
EQ Wealth Advisors
Texas
$247K -$2.03K -78 -0.8%
KA
137
Kovack Advisors
Florida
$228K -$5.05K -194 -2%
WIA
138
World Investment Advisors
California
$221K +$219K +8,422 New
JBA
139
Johnson Bixby & Associates
Washington
$217K – – –
OIA
140
OneDigital Investment Advisors
Kansas
$215K +$2K +77 +1%
GLA
141
Good Life Advisors
Pennsylvania
$214K +$212K +8,135 New
JWCA
142
J.W. Cole Advisors
Florida
$213K +$211K +8,104 New
HTWM
143
Hartmann Taylor Wealth Management
Texas
$208K +$206K +7,913 New
CFD
144
Creative Financial Designs
Indiana
$178K +$89.9K +3,457 +105%
FP
145
Financial Perspectives
Minnesota
$134K +$572 +22 +0.4%
MDCM
146
Morgan Dempsey Capital Management
Wisconsin
$128K +$66K +2,538 +110%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$113K – – –
CAL
148
Capital Analysts LLC
Pennsylvania
$108K +$107K +4,104 New
VWWMG
149
Vermillion & White Wealth Management Group
Pennsylvania
$98.4K +$97.4K +3,744 New
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$89K +$88.1K +3,386 New
3 4 5
6
7

CGCB Hedge Fund Activity: Q1 2025 in Review

166 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Bond ETF (CGCB) for Q1 2025, worth a combined $1.73B — up 24% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CGCB positions and 4 closed out — a net gain of 31 holders — while 94 added to existing stakes and 29 trimmed.

The largest buyer was LPL Financial, adding an estimated $106M. The largest seller was Advance Capital Management, cutting an estimated $151M.

  • 166 institutional investors held Capital Group Core Bond ETF (CGCB) as of Q1 2025, up from 138 in Q4 2024.
  • Funds reported $1.73B of Capital Group Core Bond ETF stock for Q1 2025, up 24% quarter-over-quarter.
  • 35 funds opened new Capital Group Core Bond ETF positions in Q1 2025 and 4 closed out, a net change of +31 holders.
  • The largest Capital Group Core Bond ETF buyer in Q1 2025 was LPL Financial, an estimated $106M added.
  • The largest Capital Group Core Bond ETF seller in Q1 2025 was Advance Capital Management, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2025.