Capital Group Core Balanced ETF
CGBL
218 hedge funds and large institutions have $1.25B invested in Capital Group Core Balanced ETF in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 130 increasing their positions, 23 reducing their positions, and 12 closing their positions.
465% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 23
308% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 12
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
18% more funds holding
Funds holding: 185 → 218 (+33)
0.53% more ownership
Funds ownership: 67.91% → 68.44% (+0.53%)
40% less capital invested
Capital invested by funds: $2.09B → $1.25B (-$835M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$54.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$24.1M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$20.6M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$18.7M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$2.69M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.9M |
| 3 |
RW
Rockport Wealth
Fairview Park,
Ohio
|
-$1.27M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.05M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$731K |
CGBL Hedge Fund Activity: Q1 2025 in Review
218 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q1 2025, worth a combined $1.25B — down 40% from $2.09B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new CGBL positions and 12 closed out — a net gain of 37 holders — while 130 added to existing stakes and 23 trimmed.
The largest buyer was LPL Financial, adding an estimated $54.5M. The largest seller was Advisory Services Network, cutting an estimated $2.69M.
- 218 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q1 2025, up from 185 in Q4 2024.
- Funds reported $1.25B of Capital Group Core Balanced ETF stock for Q1 2025, down 40% quarter-over-quarter.
- 49 funds opened new Capital Group Core Balanced ETF positions in Q1 2025 and 12 closed out, a net change of +37 holders.
- The largest Capital Group Core Balanced ETF buyer in Q1 2025 was LPL Financial, an estimated $54.5M added.
- The largest Capital Group Core Balanced ETF seller in Q1 2025 was Advisory Services Network, an estimated $2.69M sold.
Based on aggregated 13F filings for Q1 2025.