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Capital Group Core Balanced ETF
CGBL

108 hedge funds and large institutions have $426M invested in Capital Group Core Balanced ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 53 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 4

430% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 10

94% more capital invested

Capital invested by funds: $219M → $426M (+$207M)

48% more funds holding

Funds holding: 73 → 108 (+35)

8.77% more ownership

Funds ownership: 72.71% → 81.48% (+8.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
108
Holders Change
+35
Holders Change %
+47.95%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
53
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$33.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$33.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$31M
4
Morgan Stanley
Morgan Stanley
New York
+$19.3M
5
Jane Street
Jane Street
New York
+$12.7M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$21M
2
OMC
Old Mission Capital
Illinois
-$3.61M
3
Goldman Sachs
Goldman Sachs
New York
-$1.75M
4
ACA
Aptus Capital Advisors
Alabama
-$1.7M
5
LNC
Lincoln National Corp
Pennsylvania
-$956K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
26
Founders Financial Securities
Maryland
$2.28M +$312K +10,731 +16%
Stifel Financial
27
Stifel Financial
Missouri
$2.25M +$1.28M +44,132 +140%
FTUS
28
Flow Traders U.S.
New York
$2.18M +$2.13M +73,299 New
TFG
29
Taylor Financial Group
Virginia
$2.13M +$181K +6,226 +10%
TWP
30
Tempus Wealth Planning
California
$2.05M +$945K +32,543 +89%
AL
31
ACAS LLC
California
$2.02M +$785K +27,032 +68%
PAG
32
Private Advisor Group
New Jersey
$1.96M +$1.38M +47,417 +258%
JBA
33
Johnson Bixby & Associates
Washington
$1.87M +$918K +31,634 +101%
CWS
34
Confluence Wealth Services
Pennsylvania
$1.8M +$80.4K +2,770 +5%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.72M +$1.68M +57,909 New
OMC
36
Old Mission Capital
Illinois
$1.67M -$3.61M -124,400 -69%
Comerica Bank
37
Comerica Bank
Texas
$1.57M +$1.53M +52,719 New
AFA
38
AA Financial Advisors
Ohio
$1.51M +$69.1K +2,381 +5%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.47M +$964K +33,220 +206%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$1.44M -$207K -7,132 -13%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$1.4M +$1.37M +47,090 New
WIM
42
Westside Investment Management
California
$1.31M +$482K +16,600 +61%
RA
43
RFG Advisory
Alabama
$1.18M +$754K +25,987 +192%
VVP
44
Venture Visionary Partners
Ohio
$1.17M +$67.5K +2,324 +6%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$1.17M +$516K +17,769 +82%
DFA
46
Davies Financial Advisors
California
$1.15M +$1.13M +38,838 New
CCFM
47
Clear Creek Financial Management
Washington
$1.13M +$1.1M +37,880 New
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$1.12M +$1.1M +37,779 New
CFB
49
Cullen/Frost Bankers
Texas
$1.08M +$1.05M +36,336 New
MA
50
Mutual Advisors
Nebraska
$1M +$974K +33,549 New
1
2
3 4 5

CGBL Hedge Fund Activity: Q2 2024 in Review

108 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q2 2024, worth a combined $426M — up 94% from $219M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CGBL positions and 4 closed out — a net gain of 36 holders — while 53 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $33.2M. The largest seller was Capital International Investors, cutting an estimated $21M.

  • 108 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q2 2024, up from 73 in Q1 2024.
  • Funds reported $426M of Capital Group Core Balanced ETF stock for Q2 2024, up 94% quarter-over-quarter.
  • 40 funds opened new Capital Group Core Balanced ETF positions in Q2 2024 and 4 closed out, a net change of +36 holders.
  • The largest Capital Group Core Balanced ETF buyer in Q2 2024 was LPL Financial, an estimated $33.2M added.
  • The largest Capital Group Core Balanced ETF seller in Q2 2024 was Capital International Investors, an estimated $21M sold.

Based on aggregated 13F filings for Q2 2024.