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Capital Group Core Bond ETF

183 hedge funds and large institutions have $2.09B invested in Capital Group Core Bond ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 117 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
151
Hunter Associates Investment Management
Pennsylvania
$231K
IWM
152
IHT Wealth Management
Illinois
$229K
HA
153
Herold Advisors
New York
$228K
LWA
154
Lantern Wealth Advisors
New York
$228K
OMC
155
Old Mission Capital
Illinois
$227K
SGI
156
Summit Global Investments
Utah
$218K
JBA
157
Johnson Bixby & Associates
Washington
$218K
JWCA
158
J.W. Cole Advisors
Florida
$215K
SWM
159
Silverlake Wealth Management
Vermont
$208K
XT
160
XTX Topco
Cayman Islands
$203K
PWA
161
Peterson Wealth Advisors
Utah
$200K
OP
162
ORG Partners
Indiana
$179K
FP
163
Financial Perspectives
Minnesota
$158K
MDCM
164
Morgan Dempsey Capital Management
Wisconsin
$148K
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$139K
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$116K
PTC
167
Private Trust Company
Ohio
$104K
VWWMG
168
Vermillion & White Wealth Management Group
Pennsylvania
$104K
BC
169
Barrett & Company
Rhode Island
$80.2K
MSWA
170
Marshall & Sterling Wealth Advisors
New York
$64.9K
CT
171
Colonial Trust
South Carolina
$62.2K
ACA
172
Aptus Capital Advisors
Alabama
$52.6K
GWANC
173
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.6K
PS
174
Principal Securities
Iowa
$33.2K
CIAS
175
Capital Investment Advisory Services
North Carolina
$28.5K