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Capital Group Core Bond ETF

252 hedge funds and large institutions have $4.1B invested in Capital Group Core Bond ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 171 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

452% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 31

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

28% more capital invested

Capital invested by funds: $3.2B → $4.1B (+$901M)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

6% more funds holding

Funds holding: 237252 (+15)

1.53% more ownership

Funds ownership: 88.55%90.08% (+1.5%)

Holders
252
Holders Change
+15
Holders Change %
+6.33%
% of All Funds
3.1%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
33
Increased
171
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
176
Freestate Advisors
Kansas
$535K +$2.42K +91 +0.4%
SWP
177
Sagespring Wealth Partners
Tennessee
$525K +$90.9K +3,421 +21%
ASN
178
Advisory Services Network
Georgia
$493K +$241K +9,056 +93%
CA
179
Carson Advisory
Georgia
$489K +$185K +6,953 +60%
Bank of New York Mellon
180
Bank of New York Mellon
New York
$461K +$466K +17,560 New
SFS
181
Security Financial Services
Indiana
$437K +$77.6K +2,921 +21%
Ameriprise
182
Ameriprise
Minnesota
$434K -$39.8K -1,499 -8%
KNFPWM
183
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$427K -$392K -14,765 -48%
PTC
184
Private Trust Company
Ohio
$419K +$79.9K +3,009 +23%
IWM
185
IHT Wealth Management
Illinois
$418K +$80.7K +3,038 +24%
MOS
186
MGO One Seven
Ohio
$405K +$159K +6,000 +64%
HTWM
187
Hartmann Taylor Wealth Management
Texas
$405K +$106K +4,000 +35%
HAIM
188
Hunter Associates Investment Management
Pennsylvania
$384K +$145K +5,450 +60%
SGI
189
Summit Global Investments
Utah
$371K +$15K +565 +4%
CAL
190
Capital Analysts LLC
Pennsylvania
$368K +$125K +4,695 +50%
AGP
191
Aspire Growth Partners
Florida
$364K +$368K +13,873 New
WF
192
Warner Financial
Maryland
$352K +$356K +13,415 New
AIM
193
Advyzon Investment Management
Illinois
$351K +$87.4K +3,292 +33%
VC
194
Vicus Capital
Pennsylvania
$344K +$139K +5,215 +66%
WMA
195
William Mack & Associates
Michigan
$336K -$514K -19,336 -60%
CFD
196
Creative Financial Designs
Indiana
$335K -$877 -33 -0.3%
OC
197
Oppenheimer & Co
New York
$334K +$12.8K +481 +4%
TC
198
Trilogy Capital
California
$333K +$53 +2 +0%
SCA
199
Snowden Capital Advisors
New York
$309K +$2.15K +81 +0.7%
RK
200
Rather & Kittrell
Tennessee
$293K +$44.9K +1,692 +18%