Capital Group Core Balanced ETF
CGBL
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
26.56% less ownership
Funds ownership: 99.99% → 73.43% (-27%)
Holders
40
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$6.13M | |
| 2 | +$5.55M | |
| 3 | +$5.38M | |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.12M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.66M |