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Capital Group Core Bond ETF

199 hedge funds and large institutions have $2.68B invested in Capital Group Core Bond ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 133 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 28

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

27% more capital invested

Capital invested by funds: $2.11B → $2.68B (+$568M)

8% more funds holding

Funds holding: 185199 (+14)

1.45% more ownership

Funds ownership: 86.51%87.96% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
199
Holders Change
+14
Holders Change %
+7.57%
% of All Funds
2.61%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
27
Increased
133
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
126
Sigma Planning Corp
Michigan
$678K -$67.9K -2,573 -9%
TWP
127
Tempus Wealth Planning
California
$666K -$40.3K -1,528 -6%
AF
128
Advisornet Financial
Minnesota
$665K -$22.6K -856 -3%
PIA
129
Perennial Investment Advisors
California
$606K +$51.6K +1,957 +9%
EWA
130
EQ Wealth Advisors
Texas
$590K +$292K +11,063 +99%
PA
131
PFG Advisors
Arizona
$563K +$217K +8,221 +63%
JCM
132
Jacobi Capital Management
Pennsylvania
$562K +$6.01K +228 +1%
Comerica Bank
133
Comerica Bank
Texas
$554K +$99.2K +3,760 +22%
HIA
134
Harbor Investment Advisory
Maryland
$542K +$110K +4,186 +26%
AC
135
AlphaCore Capital
California
$520K +$211 +8 +0%
GWA
136
Gutierrez Wealth Advisory
Arkansas
$520K +$516K +19,565 New
CGPCS
137
Capital Group Private Client Services
California
$493K -$6.91K -262 -1%
Natixis Advisors
138
Natixis Advisors
Massachusetts
$442K +$439K +16,632 New
FA
139
Freestate Advisors
Kansas
$412K +$67.8K +2,572 +20%
SWP
140
Sagespring Wealth Partners
Tennessee
$401K +$104K +3,928 +35%
CMAI
141
Capital Management Associates Inc
Minnesota
$381K +$378K +14,328 New
CWP
142
Cyndeo Wealth Partners
Florida
$375K +$396 +15 +0.1%
JBA
143
Johnson Bixby & Associates
Washington
$369K +$148K +5,617 +68%
FP
144
Financial Perspectives
Minnesota
$367K +$205K +7,786 +130%
BCM
145
Brookstone Capital Management
Illinois
$346K -$221K -8,366 -39%
Renaissance Technologies
146
Renaissance Technologies
New York
$338K +$335K +12,700 New
TC
147
Trilogy Capital
California
$336K +$14.9K +564 +5%
SGI
148
Summit Global Investments
Utah
$332K +$111K +4,215 +51%
SFS
149
Security Financial Services
Indiana
$328K +$326K +12,339 New
HWMO
150
Heritage Wealth Management (Ohio)
Ohio
$317K +$315K +11,936 New