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Capital Group Core Bond ETF
CGCB

Overview Fund Activity

136 hedge funds and large institutions have $1.39B invested in Capital Group Core Bond ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 72 increasing their positions, 16 reducing their positions, and 13 closing their positions.

Holders
136
Holders Change
+27
Holders Change %
+24.77%
% of All Funds
1.81%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.09%
New
43
Increased
72
Reduced
16
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$136M
2
Capital International Investors
2
Capital International Investors
California
$130M
3
Morgan Stanley
3
Morgan Stanley
New York
$98.8M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$41.1M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$25.8M

Top Sellers

1
ACM
1
Advance Capital Management
Michigan
$428M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$28.7M
3
GVAG
3
Great Valley Advisor Group
Delaware
$429K
4
IWM
4
IHT Wealth Management
Illinois
$0
5
OMC
5
Old Mission Capital
Illinois
$3.45M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
1
Advance Capital Management
Michigan
$428M 16,600,090 -1,951,699 -11%
LPL Financial
2
LPL Financial
California
$136M 5,292,538 +3,685,336 +229%
Capital International Investors
3
Capital International Investors
California
$130M 5,046,724 +3,127,165 +163%
Morgan Stanley
4
Morgan Stanley
New York
$98.8M 3,832,771 +915,722 +31%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$50.7M 1,967,541 +675,279 +52%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$41.1M 1,591,869 +914,712 +135%
Stifel Financial
7
Stifel Financial
Missouri
$31.9M 1,236,448 +98,166 +9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$28.7M 1,111,018 -693,061 -38%
Osaic Holdings
9
Osaic Holdings
Arizona
$28M 1,085,036 +58,429 +6%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$25.8M 999,192 +799,064 +399%
AFA
11
American Financial Advisors
Georgia
$23.5M 909,806 +34,347 +4%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$21.3M 824,585 +210,085 +34%
VA
13
Valmark Advisers
Ohio
$21M 814,995 +10,662 +1%
PAG
14
Private Advisor Group
New Jersey
$19.9M 770,576 +611,522 +384%
Raymond James Financial
15
Raymond James Financial
Florida
$19.2M 744,757 +744,757 New
SSF
16
Southern Style Financial
California
$18M 697,633 +697,633 New
DADC
17
D.A. Davidson & Co
Montana
$17.3M 671,984 +493,537 +277%
RCG
18
Regatta Capital Group
California
$16.5M 641,012 +641,012 New
MML Investors Services
19
MML Investors Services
Massachusetts
$15.3M 592,611 +188,876 +47%
SI
20
Stephens Inc
Arkansas
$14.8M 575,753 +31,977 +6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$12.6M 489,078 +136,787 +39%
CFS
22
Cannon Financial Strategists
Georgia
$11.2M 434,404 +249,825 +135%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$9.56M 370,735 +340,429 +1,123%
GFG
24
Greenbush Financial Group
New York
$8.09M 313,559 +313,559 New
KAS
25
Kestra Advisory Services
Texas
$6.81M 264,156 +87,953 +50%
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