CGCB icon

Capital Group Core Bond ETF

237 hedge funds and large institutions have $3.2B invested in Capital Group Core Bond ETF in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 144 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
SFS
176
Security Financial Services
Indiana
$364K
SGI
177
Summit Global Investments
Utah
$360K
KFGK
178
Keystone Financial Group (Kentucky)
Kentucky
$353K
BWP
179
Balboa Wealth Partners
Arizona
$351K
OP
180
ORG Partners
Indiana
$351K
PTC
181
Private Trust Company
Ohio
$343K
IWM
182
IHT Wealth Management
Illinois
$342K
CFD
183
Creative Financial Designs
Indiana
$340K
TC
184
Trilogy Capital
California
$336K
OC
185
Oppenheimer & Co
New York
$325K
CFG
186
Compton Financial Group
Maryland
$316K
SCA
187
Snowden Capital Advisors
New York
$310K
CA
188
Carson Advisory
Georgia
$309K
OMC
189
Old Mission Capital
Illinois
$307K
HTWM
190
Hartmann Taylor Wealth Management
Texas
$302K
JWCA
191
J.W. Cole Advisors
Florida
$298K
PCS
192
Private Client Services
Kentucky
$288K
MHB
193
Midwest Heritage Bank
Iowa
$286K
NFG
194
Nations Financial Group
Iowa
$281K
MWP
195
Madison Wealth Partners
Wisconsin
$270K
AIM
196
Advyzon Investment Management
Illinois
$267K
VW
197
Vantus Wealth
Pennsylvania
$267K
LWA
198
Lantern Wealth Advisors
New York
$260K
OWM
199
Orca Wealth Management
Florida
$258K
ASN
200
Advisory Services Network
Georgia
$258K