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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.

New
Increased
Maintained
Reduced
Closed

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%)

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

Rank Fund Capital Flow
1
VA
Valmark Advisers
Ohio
+$13.4M
2
AF
Advisornet Financial
Minnesota
+$5.47M
3
MA
Mutual Advisors
Nebraska
+$4.68M
4
MML Investors Services
MML Investors Services
Massachusetts
+$3.85M
5
AA
Ancora Advisors
Ohio
+$3.64M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$4.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital International Investors
1
Capital International Investors
California
$26.7M -$4.82M -190,000 -16%
VA
2
Valmark Advisers
Ohio
$14M +$13.4M +527,564 New
Jane Street
3
Jane Street
New York
$6.65M +$2.28M +89,855 +56%
AF
4
Advisornet Financial
Minnesota
$5.7M +$5.47M +215,581 New
MA
5
Mutual Advisors
Nebraska
$4.88M +$4.68M +184,684 New
MML Investors Services
6
MML Investors Services
Massachusetts
$4.01M +$3.85M +151,827 New
AA
7
Ancora Advisors
Ohio
$3.79M +$3.64M +143,347 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.21M +$3.08M +121,534 New
Osaic Holdings
9
Osaic Holdings
Arizona
$2.93M +$2.79M +109,943 +15,706%
KAS
10
Kestra Advisory Services
Texas
$2.43M +$2.33M +91,902 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.59M +$1.53M +60,225 New
MWM
12
Meridian Wealth Management
Kentucky
$1.5M +$1.44M +56,897 New
OMC
13
Old Mission Capital
Illinois
$856K +$821K +32,363 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$595K +$570K +22,494 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$554K +$531K +20,934 New
KWM
16
Kingsview Wealth Management
Oregon
$521K +$500K +19,718 New
RIL
17
Rothschild Investment LLC
Illinois
$454K +$435K +17,150 New
USCWA
18
U.S. Capital Wealth Advisors
Texas
$290K +$278K +10,980 New
DADC
19
D.A. Davidson & Co
Montana
$275K +$264K +10,400 New
AFM
20
Armstrong Fleming & Moore
District of Columbia
$201K +$193K +7,595 New
HI
21
Harbour Investments
Wisconsin
$192K +$184K +7,268 New
AssetMark Inc
22
AssetMark Inc
California
$93.3K +$89.5K +3,528 New
DJSG
23
D.J. St. Germain
Massachusetts
$41.2K +$39.5K +1,557 New
SPIA
24
Steward Partners Investment Advisory
New York
$21.1K +$20.3K +799 New

CGCB Hedge Fund Activity: Q4 2023 in Review

24 of the 6,859 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.