Capital Group Core Bond ETF
CGCB
24 hedge funds and large institutions have $81.5M invested in Capital Group Core Bond ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
700% more funds holding
Funds holding: 3 → 24 (+21)
139% more capital invested
Capital invested by funds: $34.1M → $81.5M (+$47.4M)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
18.45% less ownership
Funds ownership: 113.53% → 95.08% (-18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
+$13.4M |
| 2 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$5.47M |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$4.68M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$3.85M |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$3.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$4.82M |
CGCB Hedge Fund Activity: Q4 2023 in Review
24 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Bond ETF (CGCB) for Q4 2023, worth a combined $81.5M — up 139% from $34.1M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CGCB positions and 0 closed out — a net gain of 21 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Valmark Advisers, opening a new position worth an estimated $13.4M. The largest seller was Capital International Investors, cutting an estimated $4.82M.
- 24 institutional investors held Capital Group Core Bond ETF (CGCB) as of Q4 2023, up from 3 in Q3 2023.
- Funds reported $81.5M of Capital Group Core Bond ETF stock for Q4 2023, up 139% quarter-over-quarter.
- 21 funds opened new Capital Group Core Bond ETF positions in Q4 2023 and 0 closed out, a net change of +21 holders.
- The largest Capital Group Core Bond ETF buyer in Q4 2023 was Valmark Advisers, an estimated $13.4M added.
- The largest Capital Group Core Bond ETF seller in Q4 2023 was Capital International Investors, an estimated $4.82M sold.
Based on aggregated 13F filings for Q4 2023.