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Capital Group Core Bond ETF

68 hedge funds and large institutions have $557M invested in Capital Group Core Bond ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

767% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 3

328% more capital invested

Capital invested by funds: $130M → $557M (+$427M)

288% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 8

51% more funds holding

Funds holding: 4568 (+23)

24.56% more ownership

Funds ownership: 64.21%88.77% (+25%)

Holders
68
Holders Change
+23
Holders Change %
+51.11%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
31
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Advance Capital Management
Michigan
$328M +$326M +12,701,590 New
Morgan Stanley
2
Morgan Stanley
New York
$52.5M +$34.1M +1,327,571 +188%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.2M +$18.7M +727,447 +427%
AFA
4
American Financial Advisors
Georgia
$21.4M +$19.6M +760,852 +1,115%
VA
5
Valmark Advisers
Ohio
$19.8M +$171K +6,671 +0.9%
SI
6
Stephens Inc
Arkansas
$13.9M +$433K +16,830 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.63M +$832K +32,366 +10%
Osaic Holdings
8
Osaic Holdings
Arizona
$9.2M +$1.73M +67,389 +23%
MML Investors Services
9
MML Investors Services
Massachusetts
$8.71M +$3.84M +149,573 +80%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$6.98M +$6.95M +270,361 New
Stifel Financial
11
Stifel Financial
Missouri
$6.62M +$1.99M +77,467 +43%
LPL Financial
12
LPL Financial
California
$5.77M +$2.68M +104,405 +88%
KAS
13
Kestra Advisory Services
Texas
$4.5M +$598K +23,253 +15%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.69M +$2.2M +85,670 +150%
AA
15
Ancora Advisors
Ohio
$3.67M -$308K -11,978 -8%
DAS
16
Dynamic Advisor Solutions
Arizona
$3.59M +$3.57M +138,941 New
CIA
17
Concurrent Investment Advisors
Florida
$3.18M +$3.16M +122,997 New
Jane Street
18
Jane Street
New York
$3.03M +$625K +24,331 +26%
Capital International Investors
19
Capital International Investors
California
$2.76M -$10.8M -419,914 -80%
MA
20
Mutual Advisors
Nebraska
$2.44M -$210K -8,180 -8%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.41M +$1.03M +40,219 +76%
KWM
22
Kingsview Wealth Management
Oregon
$2.4M +$1.06M +41,292 +80%
OMC
23
Old Mission Capital
Illinois
$1.97M +$1.46M +56,877 +294%
MWM
24
Meridian Wealth Management
Kentucky
$1.47M +$1.46M +56,897 New
LWM
25
Lodestone Wealth Management
Washington
$1.28M +$385K +14,978 +43%

CGCB Hedge Fund Activity: Q2 2024 in Review

68 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Bond ETF (CGCB) for Q2 2024, worth a combined $557M — up 328% from $130M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CGCB positions and 3 closed out — a net gain of 23 holders — while 31 added to existing stakes and 8 trimmed.

The largest buyer was Advance Capital Management, opening a new position worth an estimated $326M. The largest seller was Capital International Investors, cutting an estimated $10.8M.

  • 68 institutional investors held Capital Group Core Bond ETF (CGCB) as of Q2 2024, up from 45 in Q1 2024.
  • Funds reported $557M of Capital Group Core Bond ETF stock for Q2 2024, up 328% quarter-over-quarter.
  • 26 funds opened new Capital Group Core Bond ETF positions in Q2 2024 and 3 closed out, a net change of +23 holders.
  • The largest Capital Group Core Bond ETF buyer in Q2 2024 was Advance Capital Management, an estimated $326M added.
  • The largest Capital Group Core Bond ETF seller in Q2 2024 was Capital International Investors, an estimated $10.8M sold.

Based on aggregated 13F filings for Q2 2024.