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Capital Group Core Bond ETF

166 hedge funds and large institutions have $1.73B invested in Capital Group Core Bond ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 4

224% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 29

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

24% more capital invested

Capital invested by funds: $1.39B → $1.73B (+$335M)

20% more funds holding

Funds holding: 138166 (+28)

1.11% less ownership

Funds ownership: 88.48%87.37% (-1.1%)

Holders
166
Holders Change
+28
Holders Change %
+20.29%
% of All Funds
2.23%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
35
Increased
94
Reduced
29
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Advance Capital Management
Michigan
$283M -$151M -5,821,967 -35%
LPL Financial
2
LPL Financial
California
$247M +$106M +4,087,439 +77%
Capital International Investors
3
Capital International Investors
California
$203M +$70M +2,691,647 +53%
Morgan Stanley
4
Morgan Stanley
New York
$146M +$44.7M +1,717,652 +45%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$73.4M +$21.5M +826,886 +42%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$69.7M +$27.6M +1,062,229 +67%
Raymond James Financial
7
Raymond James Financial
Florida
$41.8M +$22M +844,776 +113%
Osaic Holdings
8
Osaic Holdings
Arizona
$39.9M +$11.2M +432,092 +40%
LFG
9
Leverty Financial Group
Wisconsin
$35.7M +$35.3M +1,357,211 New
Stifel Financial
10
Stifel Financial
Missouri
$33.2M +$741K +28,469 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$31.7M +$2.45M +94,072 +8%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$29.8M +$8.02M +308,113 +37%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$29.1M +$2.76M +106,242 +11%
AFA
14
American Financial Advisors
Georgia
$23.8M -$142K -5,462 -0.6%
VA
15
Valmark Advisers
Ohio
$22.5M +$1.08M +41,364 +5%
DADC
16
D.A. Davidson & Co
Montana
$22.2M +$4.47M +171,735 +26%
RCG
17
Regatta Capital Group
California
$18.6M +$1.69M +65,046 +10%
SIG
18
Spinnaker Investment Group
California
$18.4M +$15.8M +605,971 +656%
MML Investors Services
19
MML Investors Services
Massachusetts
$18.2M +$2.65M +101,810 +17%
CA
20
Continuum Advisory
Idaho
$17.5M +$13.7M +526,028 +381%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$15.7M +$2.8M +107,783 +22%
SI
22
Stephens Inc
Arkansas
$14.2M -$883K -33,917 -6%
CFS
23
Cannon Financial Strategists
Georgia
$12.1M +$670K +25,754 +6%
PAG
24
Private Advisor Group
New Jersey
$11.6M -$8.6M -330,666 -43%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$9.8M +$57.7K +2,218 +0.6%

CGCB Hedge Fund Activity: Q1 2025 in Review

166 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Bond ETF (CGCB) for Q1 2025, worth a combined $1.73B — up 24% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CGCB positions and 4 closed out — a net gain of 31 holders — while 94 added to existing stakes and 29 trimmed.

The largest buyer was LPL Financial, adding an estimated $106M. The largest seller was Advance Capital Management, cutting an estimated $151M.

  • 166 institutional investors held Capital Group Core Bond ETF (CGCB) as of Q1 2025, up from 138 in Q4 2024.
  • Funds reported $1.73B of Capital Group Core Bond ETF stock for Q1 2025, up 24% quarter-over-quarter.
  • 35 funds opened new Capital Group Core Bond ETF positions in Q1 2025 and 4 closed out, a net change of +31 holders.
  • The largest Capital Group Core Bond ETF buyer in Q1 2025 was LPL Financial, an estimated $106M added.
  • The largest Capital Group Core Bond ETF seller in Q1 2025 was Advance Capital Management, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2025.