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Capital Group Core Bond ETF

163 hedge funds and large institutions have $1.72B invested in Capital Group Core Bond ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 92 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Advance Capital Management
Michigan
$283M
LPL Financial
2
LPL Financial
California
$247M
Capital International Investors
3
Capital International Investors
California
$203M
Morgan Stanley
4
Morgan Stanley
New York
$146M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$73.4M
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$69.7M
Raymond James Financial
7
Raymond James Financial
Florida
$41.8M
Osaic Holdings
8
Osaic Holdings
Arizona
$39.9M
LFG
9
Leverty Financial Group
Wisconsin
$35.7M
Stifel Financial
10
Stifel Financial
Missouri
$33.2M
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$31.7M
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$29.8M
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$29.1M
AFA
14
American Financial Advisors
Georgia
$23.8M
VA
15
Valmark Advisers
Ohio
$22.5M
DADC
16
D.A. Davidson & Co
Montana
$22.2M
RCG
17
Regatta Capital Group
California
$18.6M
SIG
18
Spinnaker Investment Group
California
$18.4M
MML Investors Services
19
MML Investors Services
Massachusetts
$18.2M
CA
20
Continuum Advisory
Idaho
$17.5M
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$15.7M
SI
22
Stephens Inc
Arkansas
$14.2M
CFS
23
Cannon Financial Strategists
Georgia
$12.1M
PAG
24
Private Advisor Group
New Jersey
$11.6M
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$9.8M