Capital Group Core Balanced ETF
CGBL
136 hedge funds and large institutions have $653M invested in Capital Group Core Balanced ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 11 reducing their positions, and 4 closing their positions.
750% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 4
645% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 11
53% more capital invested
Capital invested by funds: $426M → $653M (+$227M)
26% more funds holding
Funds holding: 108 → 136 (+28)
11.58% less ownership
Funds ownership: 81.48% → 69.9% (-12%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$32.2M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$19.1M |
| 3 |
Morgan Stanley
New York
|
+$15.6M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$14.3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.17M |
| 2 |
RW
Rockport Wealth
Fairview Park,
Ohio
|
-$3.92M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.72M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.08M |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
-$985K |
CGBL Hedge Fund Activity: Q3 2024 in Review
136 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q3 2024, worth a combined $653M — up 53% from $426M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new CGBL positions and 4 closed out — a net gain of 30 holders — while 82 added to existing stakes and 11 trimmed.
The largest buyer was LPL Financial, adding an estimated $32.2M. The largest seller was Jane Street, cutting an estimated $4.17M.
- 136 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q3 2024, up from 108 in Q2 2024.
- Funds reported $653M of Capital Group Core Balanced ETF stock for Q3 2024, up 53% quarter-over-quarter.
- 34 funds opened new Capital Group Core Balanced ETF positions in Q3 2024 and 4 closed out, a net change of +30 holders.
- The largest Capital Group Core Balanced ETF buyer in Q3 2024 was LPL Financial, an estimated $32.2M added.
- The largest Capital Group Core Balanced ETF seller in Q3 2024 was Jane Street, an estimated $4.17M sold.
Based on aggregated 13F filings for Q3 2024.