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Capital Group Core Bond ETF
CGCB

Overview Fund Activity

67 hedge funds and large institutions have $557M invested in Capital Group Core Bond ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
67
Holders Change
+22
Holders Change %
+48.89%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
25
Increased
31
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Advance Capital Management
Michigan
$328M
2
Morgan Stanley
2
Morgan Stanley
New York
$52.5M
3
AFA
3
American Financial Advisors
Georgia
$21.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.2M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.98M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$2.76M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
DIM
4
Delta Investment Management
California
$0
5
AA
5
Ancora Advisors
Ohio
$3.67M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
1
Advance Capital Management
Michigan
$328M 12,701,590 +12,701,590 New
Morgan Stanley
2
Morgan Stanley
New York
$52.5M 2,034,974 +1,327,571 +188%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.2M 897,994 +727,447 +427%
AFA
4
American Financial Advisors
Georgia
$21.4M 829,079 +760,852 +1,115%
VA
5
Valmark Advisers
Ohio
$19.8M 767,692 +6,671 +0.9%
SI
6
Stephens Inc
Arkansas
$13.9M 539,849 +16,830 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.63M 373,033 +32,366 +10%
Osaic Holdings
8
Osaic Holdings
Arizona
$9.2M 356,253 +67,389 +23%
MML Investors Services
9
MML Investors Services
Massachusetts
$8.71M 337,125 +149,573 +80%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$6.98M 270,361 +270,361 New
Stifel Financial
11
Stifel Financial
Missouri
$6.62M 256,314 +77,467 +43%
LPL Financial
12
LPL Financial
California
$5.77M 223,322 +104,405 +88%
KAS
13
Kestra Advisory Services
Texas
$4.5M 174,269 +23,253 +15%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.69M 142,946 +85,670 +150%
AA
15
Ancora Advisors
Ohio
$3.67M 142,114 -11,978 -8%
DAS
16
Dynamic Advisor Solutions
Arizona
$3.59M 138,941 +138,941 New
CIA
17
Concurrent Investment Advisors
Florida
$3.18M 122,997 +122,997 New
Jane Street
18
Jane Street
New York
$3.03M 117,414 +24,331 +26%
Capital International Investors
19
Capital International Investors
California
$2.76M 107,086 -419,914 -80%
MA
20
Mutual Advisors
Nebraska
$2.44M 92,722 -8,180 -8%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.41M 93,254 +40,219 +76%
KWM
22
Kingsview Wealth Management
Oregon
$2.4M 93,012 +41,292 +80%
OMC
23
Old Mission Capital
Illinois
$1.97M 76,202 +56,877 +294%
MWM
24
Meridian Wealth Management
Kentucky
$1.47M 56,897 +56,897 New
LWM
25
Lodestone Wealth Management
Washington
$1.28M 49,653 +14,978 +43%
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