We are live on ! Find out more
CGCB icon

Capital Group Core Bond ETF
CGCB

185 hedge funds and large institutions have $2.11B invested in Capital Group Core Bond ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 119 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 24

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

22% more capital invested

Capital invested by funds: $1.73B → $2.11B (+$386M)

11% more funds holding

Funds holding: 166 → 185 (+19)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

0.85% less ownership

Funds ownership: 87.37% → 86.51% (-0.85%)

Holders
185
Holders Change
+19
Holders Change %
+11.45%
% of All Funds
2.44%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
33
Increased
119
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$76M
2
Capital International Investors
Capital International Investors
California
+$55.9M
3
Bank of America
Bank of America
North Carolina
+$22.9M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$22.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$20.4M

Top Sellers

Rank Fund Capital Flow
1
DADC
D.A. Davidson & Co
Montana
-$6.85M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.12M
3
CP
Capital Planning
Washington
-$3.31M
4
KNFPWM
Keeler & Nadler Financial Planning & Wealth Management
Ohio
-$1.46M
5
AWS
Atria Wealth Solutions
New York
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
126
Bay Colony Advisors
Massachusetts
$434K -$120K -4,614 -22%
HIA
127
Harbor Investment Advisory
Maryland
$426K +$50.1K +1,923 +13%
CFD
128
Creative Financial Designs
Indiana
$385K +$205K +7,872 +116%
CWP
129
Cyndeo Wealth Partners
Florida
$371K +$1.35K +52 +0.4%
S
130
Sunpointe
Missouri
$362K +$359K +13,764 New
PA
131
PFG Advisors
Arizona
$341K -$29.1K -1,115 -8%
FA
132
Freestate Advisors
Kansas
$340K +$337K +12,913 New
HTWM
133
Hartmann Taylor Wealth Management
Texas
$330K +$121K +4,633 +59%
AAS
134
Ameritas Advisory Services
Nebraska
$329K +$79.5K +3,052 +32%
TC
135
Trilogy Capital
California
$317K – – –
SCA
136
Snowden Capital Advisors
New York
$308K +$2.35K +90 +0.8%
VVP
137
Venture Visionary Partners
Ohio
$301K +$298K +11,434 New
ASN
138
Advisory Services Network
Georgia
$300K +$626 +24 +0.2%
SWP
139
Sagespring Wealth Partners
Tennessee
$294K +$43.8K +1,681 +18%
EWA
140
EQ Wealth Advisors
Texas
$293K +$45.2K +1,734 +18%
MWP
141
Madison Wealth Partners
Wisconsin
$289K +$286K +10,971 New
OIA
142
OneDigital Investment Advisors
Kansas
$285K +$69.7K +2,675 +33%
SS
143
Sunbelt Securities
Texas
$282K +$39.5K +1,517 +16%
BWP
144
Balboa Wealth Partners
Arizona
$264K +$262K +10,047 New
CAL
145
Capital Analysts LLC
Pennsylvania
$258K +$149K +5,709 +139%
OWM
146
Orca Wealth Management
Florida
$256K +$2.14K +82 +0.8%
KPWS
147
Kestra Private Wealth Services
Texas
$256K +$254K +9,731 New
RK
148
Rather & Kittrell
Tennessee
$249K – – –
AssetMark Inc
149
AssetMark Inc
California
$246K +$244K +9,359 New
WRPWM
150
Werba Rubin Papier Wealth Management
California
$243K +$241K +9,243 New
4 5
6
7 8

CGCB Hedge Fund Activity: Q2 2025 in Review

185 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Bond ETF (CGCB) for Q2 2025, worth a combined $2.11B — up 22% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CGCB positions and 11 closed out — a net gain of 22 holders — while 119 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $76M. The largest seller was D.A. Davidson & Co, cutting an estimated $6.85M.

  • 185 institutional investors held Capital Group Core Bond ETF (CGCB) as of Q2 2025, up from 166 in Q1 2025.
  • Funds reported $2.11B of Capital Group Core Bond ETF stock for Q2 2025, up 22% quarter-over-quarter.
  • 33 funds opened new Capital Group Core Bond ETF positions in Q2 2025 and 11 closed out, a net change of +22 holders.
  • The largest Capital Group Core Bond ETF buyer in Q2 2025 was LPL Financial, an estimated $76M added.
  • The largest Capital Group Core Bond ETF seller in Q2 2025 was D.A. Davidson & Co, an estimated $6.85M sold.

Based on aggregated 13F filings for Q2 2025.