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Capital Group Core Balanced ETF
CGBL
CGBL
319 hedge funds and large institutions have $4.02B invested in Capital Group Core Balanced ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 217 increasing their positions, 48 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
352% more repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 48
94% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 18
22% more capital invested
Capital invested by funds: $3.29B → $4.02B (+$739M)
3% more funds holding
Funds holding: 309 → 319 (+10)
0.2% more ownership
Funds ownership: 75.36% → 75.57% (+0.2%)
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
Holders
319
Holders Change
+10
Holders Change %
+3.24%
% of All Funds
3.93%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
35
Increased
217
Reduced
48
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
FFS
Forge Financial Services
Edmond,
Oklahoma
|
+$135M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$108M |
| 3 |
ACM
Advance Capital Management
Southfield,
Michigan
|
+$92.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$83.5M |
| 5 |
Morgan Stanley
New York
|
+$49M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GS
326
GTS Securities
New York
| – | -$454K | -12,845 | Closed |
|
|
CAM
327
Concorde Asset Management
Ann Arbor,
Michigan
| – | -$295K | -8,351 | Closed |
|
|
SA
328
Skyline Advisors
Bellingham,
Washington
| – | -$269K | -7,626 | Closed |
|
329
Franklin Resources
San Mateo,
California
| – | -$266K | -7,537 | Closed |
|
|
SAI
330
Savvy Advisors Inc
New York
| – | -$257K | -7,269 | Closed |
|
331
KeyBank National Association
Cleveland,
Ohio
| – | -$203K | -5,757 | Closed |
|
|
NRI
332
NFP Retirement Inc
Aliso Viejo,
California
| – | -$200K | -5,668 | Closed |
|
|
IAIM
333
International Assets Investment Management
Orlando,
Florida
| – | -$200K | -5,665 | Closed |
|
|
CCAM
334
Cascades Capital Asset Management
Greensboro,
North Carolina
| – | -$102K | -2,875 | Closed |
|
|
CIA
335
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$28.3K | -800 | Closed |
|
|
EWA
336
EQ Wealth Advisors
Dallas,
Texas
| – | -$10.1K | -285 | Closed |
|
|
MCM
337
MAI Capital Management
Independence,
Ohio
| – | -$10K | -284 | Closed |
|