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Capital Group Core Balanced ETF
CGBL

40 hedge funds and large institutions have $79.9M invested in Capital Group Core Balanced ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 1

700% more funds holding

Funds holding: 5 → 40 (+35)

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

167% more capital invested

Capital invested by funds: $30M → $79.9M (+$49.9M)

26.56% less ownership

Funds ownership: 99.99% → 73.43% (-27%)

Holders
40
Holders Change
+35
Holders Change %
+700%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.77M
2
OMC
Old Mission Capital
Illinois
+$5.22M
3
Osaic Holdings
Osaic Holdings
Arizona
+$5.07M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.88M
5
KAS
Kestra Advisory Services
Texas
+$3.45M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$5.79M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$250
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
26
Dakota Wealth Management
Florida
$419K +$394K +15,325 New
RA
27
RFG Advisory
Alabama
$366K +$345K +13,400 New
AAS
28
Avantax Advisory Services
Texas
$324K +$305K +11,857 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$303K +$285K +11,065 New
JBA
30
Johnson Bixby & Associates
Washington
$269K +$254K +9,852 New
MSAM
31
Moloney Securities Asset Management
Missouri
$251K +$236K +9,167 New
HH
32
Hilltop Holdings
Texas
$239K +$225K +8,750 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$235K +$221K +8,596 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$223K +$210K +8,161 New
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$131K +$123K +4,788 New
RIL
36
Rothschild Investment LLC
Illinois
$109K +$103K +4,000 New
DJSG
37
D.J. St. Germain
Massachusetts
$29.6K +$27.9K +1,083 New
IGWM
38
ICA Group Wealth Management
Colorado
$18.9K +$17.8K +690 New
RG
39
Retirement Group
California
$17.1K +$16.1K +627 New
BIA
40
Bell Investment Advisors
California
$1.23K +$1.16K +45 New
CSPIA
41
Cary Street Partners Investment Advisory
Virginia
– -$250 -10 Closed
1
2

CGBL Hedge Fund Activity: Q4 2023 in Review

40 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q4 2023, worth a combined $79.9M — up 167% from $30M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new CGBL positions and 1 closed out — a net gain of 35 holders — while 3 added to existing stakes and 1 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $5.77M. The largest seller was Capital International Investors, cutting an estimated $5.79M.

  • 40 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q4 2023, up from 5 in Q3 2023.
  • Funds reported $79.9M of Capital Group Core Balanced ETF stock for Q4 2023, up 167% quarter-over-quarter.
  • 36 funds opened new Capital Group Core Balanced ETF positions in Q4 2023 and 1 closed out, a net change of +35 holders.
  • The largest Capital Group Core Balanced ETF buyer in Q4 2023 was Cambridge Investment Research Advisors, an estimated $5.77M added.
  • The largest Capital Group Core Balanced ETF seller in Q4 2023 was Capital International Investors, an estimated $5.79M sold.

Based on aggregated 13F filings for Q4 2023.