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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
SFC
176
Swisher Financial Concepts
Ohio
$205K +$204K +7,728 New
AFM
177
Armstrong Fleming & Moore
District of Columbia
$202K +$200K +7,595 New
MDCM
178
Morgan Dempsey Capital Management
Wisconsin
$149K
ATS
179
Ashton Thomas Securities
New York
$149K +$148K +5,603 New
FFA
180
Farther Finance Advisors
California
$146K +$137K +5,193 +1,686%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$141K
PTC
182
Private Trust Company
Ohio
$141K +$35.2K +1,334 +34%
GWM
183
Geneos Wealth Management
Colorado
$135K -$9.8M -371,624 -99%
MSWA
184
Marshall & Sterling Wealth Advisors
New York
$116K +$50.4K +1,912 +78%
VWWMG
185
Vermillion & White Wealth Management Group
Pennsylvania
$103K -$1.95K -74 -2%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$88K -$28.8K -1,091 -25%
BC
187
Barrett & Company
Rhode Island
$81.1K
EWA
188
EverSource Wealth Advisors
Alabama
$66.7K +$66.2K +2,509 New
CT
189
Colonial Trust
South Carolina
$63.1K
HNB
190
Huntington National Bank
Ohio
$53.7K
ACA
191
Aptus Capital Advisors
Alabama
$53.2K
CT
192
Clearstead Trust
Maine
$36.9K +$36.7K +1,390 New
AAS
193
Ameritas Advisory Services
Nebraska
$35K -$295K -11,199 -89%
PS
194
Principal Securities
Iowa
$30.3K -$3.3K -125 -10%
CIAS
195
Capital Investment Advisory Services
North Carolina
$28.8K
IA
196
IFP Advisors
Florida
$28.3K +$23.2K +880 +473%
AI
197
Arvest Investments
Arkansas
$25.9K
HWA
198
HHM Wealth Advisors
Tennessee
$22.5K +$22.4K +848 New
WOSD
199
WFA of San Diego
California
$13.3K
RF
200
Rossby Financial
Florida
$7.63K +$3.32K +126 +78%