CGCB icon

Capital Group Core Bond ETF
CGCB

Overview Fund Activity

45 hedge funds and large institutions have $130M invested in Capital Group Core Bond ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
45
Holders Change
+21
Holders Change %
+87.5%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
13
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.4M
2
SI
2
Stephens Inc
Arkansas
$13.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.86M
4
VA
4
Valmark Advisers
Ohio
$19.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.65M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$13.7M
2
AF
2
Advisornet Financial
Minnesota
$567K
3
Jane Street
3
Jane Street
New York
$2.42M
4
MA
4
Mutual Advisors
Nebraska
$2.62M
5
MWM
5
Meridian Wealth Management
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VA
1
Valmark Advisers
Ohio
$19.8M 761,021 +233,457 +44%
Morgan Stanley
2
Morgan Stanley
New York
$18.4M 707,403 +707,403 New
Capital International Investors
3
Capital International Investors
California
$13.7M 527,000 -483,000 -48%
SI
4
Stephens Inc
Arkansas
$13.6M 523,019 +523,019 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.86M 340,667 +280,442 +466%
Osaic Holdings
6
Osaic Holdings
Arizona
$7.51M 288,864 +178,221 +161%
MML Investors Services
7
MML Investors Services
Massachusetts
$4.88M 187,552 +35,725 +24%
Stifel Financial
8
Stifel Financial
Missouri
$4.65M 178,847 +178,847 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.43M 170,547 +49,013 +40%
AA
10
Ancora Advisors
Ohio
$4.01M 154,092 +10,745 +7%
KAS
11
Kestra Advisory Services
Texas
$3.93M 151,016 +59,114 +64%
LPL Financial
12
LPL Financial
California
$3.09M 118,917 +118,917 New
MA
13
Mutual Advisors
Nebraska
$2.62M 100,902 -83,782 -45%
Jane Street
14
Jane Street
New York
$2.42M 93,083 -158,391 -63%
AFA
15
American Financial Advisors
Georgia
$1.77M 68,227 +68,227 New
FTUS
16
Flow Traders U.S.
New York
$1.57M 60,409 +60,409 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.49M 57,276 +34,782 +155%
SFS
18
Sowell Financial Services
Arkansas
$1.41M 54,050 +54,050 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.38M 53,035 +32,101 +153%
KWM
20
Kingsview Wealth Management
Oregon
$1.34M 51,720 +32,002 +162%
DIM
21
Delta Investment Management
California
$1.27M 48,821 +48,821 New
LWM
22
Lodestone Wealth Management
Washington
$901K 34,675 +34,675 New
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$882K 33,945 +33,945 New
Mariner
24
Mariner
Kansas
$730K 28,098 +28,098 New
SPC
25
Sigma Planning Corp
Michigan
$685K 26,337 +26,337 New
1
2