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Capital Group Core Bond ETF
CGCB

Overview Fund Activity

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.

Holders
24
Holders Change
+21
Holders Change %
+700%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
2
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$14M
2
AF
2
Advisornet Financial
Minnesota
$5.7M
3
MA
3
Mutual Advisors
Nebraska
$4.88M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$4.02M
5
AA
5
Ancora Advisors
Ohio
$3.79M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$26.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Capital International Investors
1
Capital International Investors
California
$26.7M 1,010,000 -190,000 -16%
VA
2
Valmark Advisers
Ohio
$14M 527,564 +527,564 New
Jane Street
3
Jane Street
New York
$6.65M 251,474 +89,855 +56%
AF
4
Advisornet Financial
Minnesota
$5.7M 215,581 +215,581 New
MA
5
Mutual Advisors
Nebraska
$4.88M 184,684 +184,684 New
MML Investors Services
6
MML Investors Services
Massachusetts
$4.02M 151,827 +151,827 New
AA
7
Ancora Advisors
Ohio
$3.79M 143,347 +143,347 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.21M 121,534 +121,534 New
Osaic Holdings
9
Osaic Holdings
Arizona
$2.93M 110,643 +109,943 +15,706%
KAS
10
Kestra Advisory Services
Texas
$2.43M 91,902 +91,902 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.59M 60,225 +60,225 New
MWM
12
Meridian Wealth Management
Kentucky
$1.5M 56,897 +56,897 New
OMC
13
Old Mission Capital
Illinois
$856K 32,363 +32,363 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$595K 22,494 +22,494 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$554K 20,934 +20,934 New
KWM
16
Kingsview Wealth Management
Oregon
$521K 19,718 +19,718 New
RIL
17
Rothschild Investment LLC
Illinois
$454K 17,150 +17,150 New
USCWA
18
U.S. Capital Wealth Advisors
Texas
$290K 10,980 +10,980 New
DADC
19
D.A. Davidson & Co
Montana
$275K 10,400 +10,400 New
AFM
20
Armstrong Fleming & Moore
District of Columbia
$201K 7,595 +7,595 New
HI
21
Harbour Investments
Wisconsin
$192K 7,268 +7,268 New
AssetMark Inc
22
AssetMark Inc
California
$93.3K 3,528 +3,528 New
DJSG
23
D.J. St. Germain
Massachusetts
$41.2K 1,557 +1,557 New
SPIA
24
Steward Partners Investment Advisory
New York
$21.1K 799 +799 New
CFGS
25
Concourse Financial Group Securities
Alabama
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