Capital Group Core Bond ETF
CGCB
138 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 44 funds opening new positions, 73 increasing their positions, 16 reducing their positions, and 13 closing their positions.
356% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 16
250% more funds holding in top 10
Funds holding in top 10: 2 → 7 (+5)
238% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 13
31% more capital invested
Capital invested by funds: $1.06B → $1.39B (+$328M)
25% more funds holding
Funds holding: 110 → 138 (+28)
2.19% more ownership
Funds ownership: 86.29% → 88.48% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$96.7M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$82.1M |
| 3 |
Morgan Stanley
New York
|
+$24M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$24M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Advance Capital Management
Southfield,
Michigan
|
-$51.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$18.2M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$4.44M |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$3.76M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$819K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Fidelity Investments
Boston,
Massachusetts
| – | -$27 | -1 | Closed |
|
CGCB Hedge Fund Activity: Q4 2024 in Review
138 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Bond ETF (CGCB) for Q4 2024, worth a combined $1.39B — up 31% from $1.06B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new CGCB positions and 13 closed out — a net gain of 31 holders — while 73 added to existing stakes and 16 trimmed.
The largest buyer was LPL Financial, adding an estimated $96.7M. The largest seller was Advance Capital Management, cutting an estimated $51.2M.
- 138 institutional investors held Capital Group Core Bond ETF (CGCB) as of Q4 2024, up from 110 in Q3 2024.
- Funds reported $1.39B of Capital Group Core Bond ETF stock for Q4 2024, up 31% quarter-over-quarter.
- 44 funds opened new Capital Group Core Bond ETF positions in Q4 2024 and 13 closed out, a net change of +31 holders.
- The largest Capital Group Core Bond ETF buyer in Q4 2024 was LPL Financial, an estimated $96.7M added.
- The largest Capital Group Core Bond ETF seller in Q4 2024 was Advance Capital Management, an estimated $51.2M sold.
Based on aggregated 13F filings for Q4 2024.