We are live on ! Find out more
CGCB icon

Capital Group Core Bond ETF

110 hedge funds and large institutions have $1.06B invested in Capital Group Core Bond ETF in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 53 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

960% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

91% more capital invested

Capital invested by funds: $557M → $1.06B (+$508M)

62% more funds holding

Funds holding: 68110 (+42)

2.48% less ownership

Funds ownership: 88.77%86.29% (-2.5%)

Holders
110
Holders Change
+42
Holders Change %
+61.76%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
44
Increased
53
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Advance Capital Management
Michigan
$500M +$156M +5,850,199 +46%
Morgan Stanley
2
Morgan Stanley
New York
$78.6M +$23.5M +882,075 +43%
Capital International Investors
3
Capital International Investors
California
$51.7M +$48.3M +1,812,473 +1,693%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$48.6M +$38.1M +1,431,046 +384%
LPL Financial
5
LPL Financial
California
$43.3M +$36.8M +1,383,880 +620%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$34.8M +$10.5M +394,268 +44%
Stifel Financial
7
Stifel Financial
Missouri
$30.7M +$23.5M +881,968 +344%
Osaic Holdings
8
Osaic Holdings
Arizona
$27.7M +$17.8M +670,354 +188%
AFA
9
American Financial Advisors
Georgia
$23.6M +$1.23M +46,380 +6%
VA
10
Valmark Advisers
Ohio
$21.7M +$975K +36,641 +5%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$18.2M +$18M +677,157 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$16.6M +$9.16M +344,139 +127%
SI
13
Stephens Inc
Arkansas
$14.7M +$105K +3,927 +0.7%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$14.1M +$13.9M +523,597 New
MML Investors Services
15
MML Investors Services
Massachusetts
$10.9M +$1.77M +66,610 +20%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$9.49M +$5.57M +209,345 +146%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$5.39M +$2.85M +106,874 +115%
GVAG
18
Great Valley Advisor Group
Delaware
$5.01M +$4.95M +185,764 New
CFS
19
Cannon Financial Strategists
Georgia
$4.97M +$4.91M +184,579 New
KWM
20
Kingsview Wealth Management
Oregon
$4.9M +$2.36M +88,781 +95%
DADC
21
D.A. Davidson & Co
Montana
$4.81M +$4.06M +152,554 +589%
KAS
22
Kestra Advisory Services
Texas
$4.75M +$51.5K +1,934 +1%
OMC
23
Old Mission Capital
Illinois
$4.45M +$2.37M +88,892 +117%
DAS
24
Dynamic Advisor Solutions
Arizona
$4.37M +$618K +23,197 +17%
PAG
25
Private Advisor Group
New Jersey
$4.29M +$3.41M +128,226 +416%

CGCB Hedge Fund Activity: Q3 2024 in Review

110 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Bond ETF (CGCB) for Q3 2024, worth a combined $1.06B — up 91% from $557M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new CGCB positions and 0 closed out — a net gain of 44 holders — while 53 added to existing stakes and 5 trimmed.

The largest buyer was Advance Capital Management, adding an estimated $156M. The largest seller was Jane Street, cutting an estimated $2.35M.

  • 110 institutional investors held Capital Group Core Bond ETF (CGCB) as of Q3 2024, up from 68 in Q2 2024.
  • Funds reported $1.06B of Capital Group Core Bond ETF stock for Q3 2024, up 91% quarter-over-quarter.
  • 44 funds opened new Capital Group Core Bond ETF positions in Q3 2024 and 0 closed out, a net change of +44 holders.
  • The largest Capital Group Core Bond ETF buyer in Q3 2024 was Advance Capital Management, an estimated $156M added.
  • The largest Capital Group Core Bond ETF seller in Q3 2024 was Jane Street, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2024.