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Capital Group Core Bond ETF

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: 711 (+4)

24% more capital invested

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

20% more funds holding

Funds holding: 138166 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BC
151
Barrett & Company
Rhode Island
$80.2K
MSWA
152
Marshall & Sterling Wealth Advisors
New York
$54.6K +$54K +2,076 New
ACA
153
Aptus Capital Advisors
Alabama
$52.6K +$52K +2,000 New
GWANC
154
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.6K +$52K +2,000 New
SPIA
155
Steward Partners Investment Advisory
New York
$44.8K +$7.81K +300 +21%
PTC
156
Private Trust Company
Ohio
$44.7K
CT
157
Colonial Trust
South Carolina
$44.6K
CIAS
158
Capital Investment Advisory Services
North Carolina
$28.5K -$390 -15 -1%
AI
159
Arvest Investments
Arkansas
$25.6K
CAWM
160
Capital A Wealth Management
Pennsylvania
$23.3K -$1.69K -65 -7%
NS
161
NBC Securities
Alabama
$9K +$9.5K +365 New
AG
162
AmeriFlex Group
Nevada
$8.9K +$78 +3 +0.9%
AAG
163
Armstrong Advisory Group
Massachusetts
$7.12K
IA
164
IFP Advisors
Florida
$4.76K +$624 +24 +15%
Wells Fargo
165
Wells Fargo
California
$3.93K +$3.9K +150 New
OP
166
ORG Partners
Indiana
$896 +$885 +34 New
CFGS
167
Concourse Financial Group Securities
Alabama
-$1.64M -63,679 Closed
SMC
168
Smith, Moore & Co
Missouri
-$965K -37,415 Closed
HWA
169
HHM Wealth Advisors
Tennessee
-$132K -5,117 Closed
AF
170
Allworth Financial
California
-$52.6K -2,038 Closed

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.