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Capital Group Core Bond ETF

199 hedge funds and large institutions have $2.68B invested in Capital Group Core Bond ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 133 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 28

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

27% more capital invested

Capital invested by funds: $2.11B → $2.68B (+$568M)

8% more funds holding

Funds holding: 185199 (+14)

1.45% more ownership

Funds ownership: 86.51%87.96% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
199
Holders Change
+14
Holders Change %
+7.57%
% of All Funds
2.61%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
27
Increased
133
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
151
Snowden Capital Advisors
New York
$311K
OP
152
ORG Partners
Indiana
$308K +$90K +3,411 +50%
MWP
153
Madison Wealth Partners
Wisconsin
$292K
PCS
154
Private Client Services
Kentucky
$289K +$286K +10,858 New
CFD
155
Creative Financial Designs
Indiana
$288K -$100K -3,808 -26%
PWM
156
Perigon Wealth Management
California
$286K +$284K +10,752 New
BWP
157
Balboa Wealth Partners
Arizona
$269K +$2.06K +78 +0.8%
AAP
158
Arax Advisory Partners
Colorado
$265K +$272K +10,316 +2,632%
CAL
159
Capital Analysts LLC
Pennsylvania
$262K +$765 +29 +0.3%
OWM
160
Orca Wealth Management
Florida
$260K +$818 +31 +0.3%
ASN
161
Advisory Services Network
Georgia
$258K -$47.1K -1,786 -16%
Koshinski Asset Management
162
Koshinski Asset Management
Illinois
$255K +$253K +9,589 New
RK
163
Rather & Kittrell
Tennessee
$251K
ATPW
164
Ashton Thomas Private Wealth
Arizona
$248K +$246K +9,332 New
HAIM
165
Hunter Associates Investment Management
Pennsylvania
$244K +$10.6K +400 +5%
LWA
166
Lantern Wealth Advisors
New York
$242K +$11.2K +425 +5%
TAM
167
Titleist Asset Management
Texas
$241K +$1.4K +53 +0.6%
JWCA
168
J.W. Cole Advisors
Florida
$239K +$22.5K +853 +10%
IWM
169
IHT Wealth Management
Illinois
$234K +$2.51K +95 +1%
PWA
170
Peterson Wealth Advisors
Utah
$232K +$29.3K +1,112 +15%
KA
171
Kovack Advisors
Florida
$216K +$214K +8,124 New
HTWM
172
Hartmann Taylor Wealth Management
Texas
$213K -$120K -4,546 -36%
SS
173
Sunbelt Securities
Texas
$213K -$77.2K -2,928 -27%
IAS
174
Integrity Advisory Solutions
Texas
$211K +$209K +7,939 New
M1FG
175
Mach-1 Financial Group
Arkansas
$211K +$209K +7,939 New