CGCB icon

Capital Group Core Bond ETF

250 hedge funds and large institutions have $4.07B invested in Capital Group Core Bond ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 169 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
PCS
201
Private Client Services
Kentucky
$285K
AI
202
Atria Investments
North Carolina
$283K
HF
203
HRT Financial
New York
$278K
NFG
204
Nations Financial Group
Iowa
$277K
Baird Financial Group
205
Baird Financial Group
Wisconsin
$271K
MWP
206
Madison Wealth Partners
Wisconsin
$268K
WAP
207
Wealthcare Advisory Partners
Pennsylvania
$263K
OWM
208
Orca Wealth Management
Florida
$256K
KF
209
K2 Financial
California
$250K
ATPW
210
Ashton Thomas Private Wealth
Arizona
$245K
TAM
211
Titleist Asset Management
Texas
$235K
NAS
212
NWF Advisory Services
California
$233K
SOS
213
Silver Oak Securities
Tennessee
$225K
Goldman Sachs
214
Goldman Sachs
New York
$221K
SWGC
215
Summit Wealth Group (Colorado)
Colorado
$218K
PWA
216
Peterson Wealth Advisors
Utah
$218K
IAS
217
Integrity Advisory Solutions
Texas
$204K
SFC
218
Swisher Financial Concepts
Ohio
$203K
AC
219
AlphaCore Capital
California
$184K
GWM
220
Geneos Wealth Management
Colorado
$154K
MDCM
221
Morgan Dempsey Capital Management
Wisconsin
$148K
ATS
222
Ashton Thomas Securities
New York
$147K
IA
223
IFP Advisors
Florida
$147K
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
$139K
BC
225
Barrett & Company
Rhode Island
$109K