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Capital Group Core Bond ETF

185 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, 119 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 24

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

22% more capital invested

Capital invested by funds: $1.73B → $2.11B (+$386M)

11% more funds holding

Funds holding: 166185 (+19)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.85% less ownership

Funds ownership: 87.37%86.51% (-0.85%)

Holders
185
Holders Change
+19
Holders Change %
+11.45%
% of All Funds
2.44%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
33
Increased
119
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
151
Titleist Asset Management
Texas
$237K +$235K +9,000 New
SPIA
152
Steward Partners Investment Advisory
New York
$234K +$188K +7,210 +423%
HAIM
153
Hunter Associates Investment Management
Pennsylvania
$231K +$228K +8,730 New
IWM
154
IHT Wealth Management
Illinois
$229K +$227K +8,707 New
HA
155
Herold Advisors
New York
$228K +$226K +8,679 New
LWA
156
Lantern Wealth Advisors
New York
$228K +$226K +8,679 New
OMC
157
Old Mission Capital
Illinois
$227K -$416K -15,945 -65%
SGI
158
Summit Global Investments
Utah
$218K +$216K +8,273 New
JBA
159
Johnson Bixby & Associates
Washington
$218K
JWCA
160
J.W. Cole Advisors
Florida
$215K +$1.38K +53 +0.7%
SWM
161
Silverlake Wealth Management
Vermont
$208K +$206K +7,909 New
XT
162
XTX Topco
Cayman Islands
$203K +$201K +7,724 New
PWA
163
Peterson Wealth Advisors
Utah
$200K +$198K +7,614 New
OP
164
ORG Partners
Indiana
$179K +$177K +6,785 +19,956%
FP
165
Financial Perspectives
Minnesota
$158K +$23.6K +904 +18%
MDCM
166
Morgan Dempsey Capital Management
Wisconsin
$148K +$20K +767 +16%
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$139K +$26.1K +1,000 +23%
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$116K +$26.9K +1,031 +30%
PTC
169
Private Trust Company
Ohio
$104K +$59K +2,264 +133%
VWWMG
170
Vermillion & White Wealth Management Group
Pennsylvania
$104K +$5.42K +208 +6%
BC
171
Barrett & Company
Rhode Island
$80.2K
MSWA
172
Marshall & Sterling Wealth Advisors
New York
$64.9K +$10.2K +390 +19%
CT
173
Colonial Trust
South Carolina
$62.2K +$17.6K +675 +40%
ACA
174
Aptus Capital Advisors
Alabama
$52.6K
GWANC
175
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.6K

CGCB Hedge Fund Activity: Q2 2025 in Review

185 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Bond ETF (CGCB) for Q2 2025, worth a combined $2.11B — up 22% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CGCB positions and 11 closed out — a net gain of 22 holders — while 119 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $76M. The largest seller was D.A. Davidson & Co, cutting an estimated $6.85M.

  • 185 institutional investors held Capital Group Core Bond ETF (CGCB) as of Q2 2025, up from 166 in Q1 2025.
  • Funds reported $2.11B of Capital Group Core Bond ETF stock for Q2 2025, up 22% quarter-over-quarter.
  • 33 funds opened new Capital Group Core Bond ETF positions in Q2 2025 and 11 closed out, a net change of +22 holders.
  • The largest Capital Group Core Bond ETF buyer in Q2 2025 was LPL Financial, an estimated $76M added.
  • The largest Capital Group Core Bond ETF seller in Q2 2025 was D.A. Davidson & Co, an estimated $6.85M sold.

Based on aggregated 13F filings for Q2 2025.