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Capital Group Core Bond ETF
CGCB

Overview Fund Activity

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.

Holders
163
Holders Change
+27
Holders Change %
+19.85%
% of All Funds
2.21%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
34
Increased
92
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$247M
2
Capital International Investors
2
Capital International Investors
California
$203M
3
Morgan Stanley
3
Morgan Stanley
New York
$146M
4
LFG
4
Leverty Financial Group
Wisconsin
$35.7M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$69.7M

Top Sellers

1
ACM
1
Advance Capital Management
Michigan
$283M
2
PAG
2
Private Advisor Group
New Jersey
$11.6M
3
OMC
3
Old Mission Capital
Illinois
$646K
4
CFGS
4
Concourse Financial Group Securities
Alabama
$0
5
SMC
5
Smith, Moore & Co
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
1
Advance Capital Management
Michigan
$283M 10,778,123 -5,821,967 -35%
LPL Financial
2
LPL Financial
California
$247M 9,379,977 +4,087,439 +77%
Capital International Investors
3
Capital International Investors
California
$203M 7,738,371 +2,691,647 +53%
Morgan Stanley
4
Morgan Stanley
New York
$146M 5,550,423 +1,717,652 +45%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$73.4M 2,794,427 +826,886 +42%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$69.7M 2,654,098 +1,062,229 +67%
Raymond James Financial
7
Raymond James Financial
Florida
$41.8M 1,589,533 +844,776 +113%
Osaic Holdings
8
Osaic Holdings
Arizona
$39.9M 1,517,128 +432,092 +40%
LFG
9
Leverty Financial Group
Wisconsin
$35.7M 1,357,211 +1,357,211 New
Stifel Financial
10
Stifel Financial
Missouri
$33.2M 1,264,917 +28,469 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$31.7M 1,205,090 +94,072 +8%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$29.8M 1,132,698 +308,113 +37%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$29.1M 1,105,434 +106,242 +11%
AFA
14
American Financial Advisors
Georgia
$23.8M 904,344 -5,462 -0.6%
VA
15
Valmark Advisers
Ohio
$22.5M 856,359 +41,364 +5%
DADC
16
D.A. Davidson & Co
Montana
$22.2M 843,719 +171,735 +26%
RCG
17
Regatta Capital Group
California
$18.6M 706,058 +65,046 +10%
SIG
18
Spinnaker Investment Group
California
$18.4M 698,328 +605,971 +656%
MML Investors Services
19
MML Investors Services
Massachusetts
$18.2M 694,421 +101,810 +17%
CA
20
Continuum Advisory
Idaho
$17.5M 664,244 +526,028 +381%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$15.7M 596,861 +107,783 +22%
SI
22
Stephens Inc
Arkansas
$14.2M 541,836 -33,917 -6%
CFS
23
Cannon Financial Strategists
Georgia
$12.1M 460,158 +25,754 +6%
PAG
24
Private Advisor Group
New Jersey
$11.6M 439,910 -330,666 -43%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$9.8M 372,953 +2,218 +0.6%
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