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Capital Group Core Bond ETF

184 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, 118 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
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
SPIA
151
Steward Partners Investment Advisory
New York
$234K
HAIM
152
Hunter Associates Investment Management
Pennsylvania
$231K
IWM
153
IHT Wealth Management
Illinois
$229K
HA
154
Herold Advisors
New York
$228K
LWA
155
Lantern Wealth Advisors
New York
$228K
OMC
156
Old Mission Capital
Illinois
$227K
SGI
157
Summit Global Investments
Utah
$218K
JBA
158
Johnson Bixby & Associates
Washington
$218K
JWCA
159
J.W. Cole Advisors
Florida
$215K
SWM
160
Silverlake Wealth Management
Vermont
$208K
XT
161
XTX Topco
Cayman Islands
$203K
PWA
162
Peterson Wealth Advisors
Utah
$200K
OP
163
ORG Partners
Indiana
$179K
FP
164
Financial Perspectives
Minnesota
$158K
MDCM
165
Morgan Dempsey Capital Management
Wisconsin
$148K
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$139K
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$116K
PTC
168
Private Trust Company
Ohio
$104K
VWWMG
169
Vermillion & White Wealth Management Group
Pennsylvania
$104K
BC
170
Barrett & Company
Rhode Island
$80.2K
MSWA
171
Marshall & Sterling Wealth Advisors
New York
$64.9K
CT
172
Colonial Trust
South Carolina
$62.2K
GWANC
173
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.6K
ACA
174
Aptus Capital Advisors
Alabama
$52.6K
PS
175
Principal Securities
Iowa
$33.2K