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Capital Group Core Bond ETF

185 hedge funds and large institutions have $2.11B invested in Capital Group Core Bond ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 119 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 24

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

22% more capital invested

Capital invested by funds: $1.73B → $2.11B (+$386M)

11% more funds holding

Funds holding: 166185 (+19)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.85% less ownership

Funds ownership: 87.37%86.51% (-0.85%)

Holders
185
Holders Change
+19
Holders Change %
+11.45%
% of All Funds
2.44%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
33
Increased
119
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$323M +$76M +2,916,305 +31%
ACM
2
Advance Capital Management
Michigan
$303M +$19.3M +739,312 +7%
Capital International Investors
3
Capital International Investors
California
$260M +$55.9M +2,144,658 +28%
Morgan Stanley
4
Morgan Stanley
New York
$158M +$12.1M +462,681 +8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$94.1M +$20.4M +782,472 +28%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$92.2M +$22.2M +850,441 +32%
Raymond James Financial
7
Raymond James Financial
Florida
$56.6M +$14.7M +564,095 +35%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$40.7M +$10.9M +416,425 +37%
Osaic Holdings
9
Osaic Holdings
Arizona
$39.6M -$324K -12,439 -0.8%
LFG
10
Leverty Financial Group
Wisconsin
$37.5M +$1.83M +70,160 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$33.9M +$2.15M +82,481 +7%
Stifel Financial
12
Stifel Financial
Missouri
$33.3M +$81.3K +3,120 +0.2%
Bank of America
13
Bank of America
North Carolina
$31.6M +$22.9M +877,912 +270%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$31.4M +$2.27M +87,136 +8%
MML Investors Services
15
MML Investors Services
Massachusetts
$27.5M +$9.13M +350,250 +50%
AFA
16
American Financial Advisors
Georgia
$23.1M -$684K -26,245 -3%
VA
17
Valmark Advisers
Ohio
$23.1M +$526K +20,187 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$21M +$5.21M +199,839 +33%
SIG
19
Spinnaker Investment Group
California
$20.3M +$1.96M +75,296 +11%
CA
20
Continuum Advisory
Idaho
$19.5M +$2.05M +78,679 +12%
RCG
21
Regatta Capital Group
California
$18.9M +$323K +12,409 +2%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$17.3M +$7.49M +287,530 +77%
Jane Street
23
Jane Street
New York
$16.8M +$7.54M +289,353 +83%
SI
24
Stephens Inc
Arkansas
$15.4M +$1.11M +42,489 +8%
PCP
25
Panoramic Capital Partners
Oregon
$15.4M +$15.3M +586,898 New

CGCB Hedge Fund Activity: Q2 2025 in Review

185 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Bond ETF (CGCB) for Q2 2025, worth a combined $2.11B — up 22% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CGCB positions and 11 closed out — a net gain of 22 holders — while 119 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $76M. The largest seller was D.A. Davidson & Co, cutting an estimated $6.85M.

  • 185 institutional investors held Capital Group Core Bond ETF (CGCB) as of Q2 2025, up from 166 in Q1 2025.
  • Funds reported $2.11B of Capital Group Core Bond ETF stock for Q2 2025, up 22% quarter-over-quarter.
  • 33 funds opened new Capital Group Core Bond ETF positions in Q2 2025 and 11 closed out, a net change of +22 holders.
  • The largest Capital Group Core Bond ETF buyer in Q2 2025 was LPL Financial, an estimated $76M added.
  • The largest Capital Group Core Bond ETF seller in Q2 2025 was D.A. Davidson & Co, an estimated $6.85M sold.

Based on aggregated 13F filings for Q2 2025.