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Capital Group Core Balanced ETF
CGBL

73 hedge funds and large institutions have $219M invested in Capital Group Core Balanced ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 31 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,450% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 2

1,133% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 3

174% more capital invested

Capital invested by funds: $79.9M → $219M (+$139M)

83% more funds holding

Funds holding: 40 → 73 (+33)

0.72% less ownership

Funds ownership: 73.43% → 72.71% (-0.72%)

Holders
73
Holders Change
+33
Holders Change %
+82.5%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
31
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Advance Capital Management
Michigan
+$53.9M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$16M
3
Osaic Holdings
Osaic Holdings
Arizona
+$9.67M
4
LPL Financial
LPL Financial
California
+$8.52M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$7.57M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$5.67M
2
OMC
Old Mission Capital
Illinois
-$868K
3
Citadel Advisors
Citadel Advisors
Florida
-$671K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$223K
5
DJSG
D.J. St. Germain
Massachusetts
-$29.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
26
Advisory Services Network
Georgia
$1.7M +$391K +13,913 +31%
CWS
27
Confluence Wealth Services
Pennsylvania
$1.68M +$14K +500 +0.9%
BFEC
28
Benjamin F. Edwards & Company
Missouri
$1.61M +$222K +7,902 +17%
AFA
29
AA Financial Advisors
Ohio
$1.41M +$1.36M +48,547 New
AL
30
ACAS LLC
California
$1.16M +$1.12M +39,901 New
VVP
31
Venture Visionary Partners
Ohio
$1.08M +$384K +13,672 +58%
TWP
32
Tempus Wealth Planning
California
$1.06M +$1.03M +36,528 New
LNC
33
Lincoln National Corp
Pennsylvania
$956K +$351K +12,489 +61%
Stifel Financial
34
Stifel Financial
Missouri
$920K +$888K +31,613 New
JBA
35
Johnson Bixby & Associates
Washington
$909K +$600K +21,360 +217%
WIM
36
Westside Investment Management
California
$796K +$767K +27,330 New
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$768K +$281K +9,993 +61%
DWM
38
Dakota Wealth Management
Florida
$652K +$197K +7,000 +46%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$628K +$471K +16,793 +351%
AFM
40
Armstrong Fleming & Moore
District of Columbia
$619K +$166K +5,908 +38%
VA
41
Valmark Advisers
Ohio
$539K +$520K +18,530 New
PAG
42
Private Advisor Group
New Jersey
$535K +$516K +18,394 New
LWM
43
LongView Wealth Management
Georgia
$512K +$494K +17,593 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$471K +$143K +5,100 +46%
MSAM
45
Moloney Securities Asset Management
Missouri
$466K +$192K +6,830 +75%
PFS
46
Prospera Financial Services
Texas
$398K +$384K +13,681 New
RA
47
RFG Advisory
Alabama
$394K +$4.21K +150 +1%
AAS
48
Ameritas Advisory Services
Nebraska
$380K +$378K +13,467 New
Truist Financial
49
Truist Financial
North Carolina
$376K +$364K +12,953 New
FAIM
50
Financial Advocates Investment Management
Washington
$349K +$336K +11,980 New
1
2
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CGBL Hedge Fund Activity: Q1 2024 in Review

73 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q1 2024, worth a combined $219M — up 174% from $79.9M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CGBL positions and 3 closed out — a net gain of 34 holders — while 31 added to existing stakes and 2 trimmed.

The largest buyer was Advance Capital Management, opening a new position worth an estimated $53.9M. The largest seller was Capital International Investors, cutting an estimated $5.67M.

  • 73 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q1 2024, up from 40 in Q4 2023.
  • Funds reported $219M of Capital Group Core Balanced ETF stock for Q1 2024, up 174% quarter-over-quarter.
  • 37 funds opened new Capital Group Core Balanced ETF positions in Q1 2024 and 3 closed out, a net change of +34 holders.
  • The largest Capital Group Core Balanced ETF buyer in Q1 2024 was Advance Capital Management, an estimated $53.9M added.
  • The largest Capital Group Core Balanced ETF seller in Q1 2024 was Capital International Investors, an estimated $5.67M sold.

Based on aggregated 13F filings for Q1 2024.