We are live on ! Find out more
CGCB icon

Capital Group Core Bond ETF

199 hedge funds and large institutions have $2.68B invested in Capital Group Core Bond ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 133 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 28

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

27% more capital invested

Capital invested by funds: $2.11B → $2.68B (+$568M)

8% more funds holding

Funds holding: 185199 (+14)

1.45% more ownership

Funds ownership: 86.51%87.96% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

Holders
199
Holders Change
+14
Holders Change %
+7.57%
% of All Funds
2.61%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
27
Increased
133
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$505M +$241M +9,125,578 +92%
LPL Financial
2
LPL Financial
California
$454M +$126M +4,767,582 +39%
Morgan Stanley
3
Morgan Stanley
New York
$182M +$22.1M +835,936 +14%
ACM
4
Advance Capital Management
Michigan
$180M -$126M -4,763,462 -41%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$116M +$21M +797,548 +22%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$101M +$7.57M +286,834 +8%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$75.7M +$34.3M +1,300,006 +84%
Raymond James Financial
8
Raymond James Financial
Florida
$58.8M +$1.56M +58,984 +3%
Bank of America
9
Bank of America
North Carolina
$53M +$20.8M +789,327 +66%
MFG
10
Merit Financial Group
Georgia
$51.5M +$48M +1,820,690 +1,580%
Osaic Holdings
11
Osaic Holdings
Arizona
$50M +$10.1M +382,325 +25%
LFG
12
Leverty Financial Group
Wisconsin
$41.6M +$3.68M +139,473 +10%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$41.5M +$7.25M +274,991 +21%
Wells Fargo
14
Wells Fargo
California
$40.1M +$31.2M +1,183,201 +363%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$33.5M +$1.8M +68,161 +6%
SEI Investments
16
SEI Investments
Pennsylvania
$31.1M +$17.5M +663,676 +131%
MML Investors Services
17
MML Investors Services
Massachusetts
$29.8M +$2M +75,831 +7%
SIG
18
Spinnaker Investment Group
California
$25.3M +$4.75M +179,883 +23%
VA
19
Valmark Advisers
Ohio
$24.5M +$1.23M +46,762 +5%
CA
20
Continuum Advisory
Idaho
$24.3M +$4.49M +170,043 +23%
NA
21
NewEdge Advisors
Louisiana
$22.9M +$18.2M +689,569 +403%
DADC
22
D.A. Davidson & Co
Montana
$20.8M +$5.33M +202,047 +35%
RCG
23
Regatta Capital Group
California
$20.1M +$978K +37,092 +5%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$19.5M -$1.62M -61,360 -8%
AFA
25
American Financial Advisors
Georgia
$19M -$4.33M -164,097 -19%