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Capital Group Core Balanced ETF
CGBL

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+28
Holders Change %
+25.93%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
34
Increased
82
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$78M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$35.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$39M
4
RJA
4
Raymond James & Associates
Florida
$15.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$50.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$9.53M
2
RW
2
Rockport Wealth
Ohio
$279K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
OMC
4
Old Mission Capital
Illinois
$632K
5
SS
5
Sunbelt Securities
Texas
$4.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWP
26
WR Wealth Planners
Missouri
$3.88M -$28K -902 -0.7%
Stifel Financial
27
Stifel Financial
Missouri
$3.76M +$1.41M +45,503 +60%
KPWS
28
Kestra Private Wealth Services
Texas
$3.5M +$2.97M +95,660 +562%
FFS
29
Founders Financial Securities
Maryland
$3.17M +$794K +25,558 +33%
ASN
30
Advisory Services Network
Georgia
$3.16M – – –
JBA
31
Johnson Bixby & Associates
Washington
$3M +$1.05M +33,799 +54%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.96M +$485K +15,617 +20%
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$2.9M +$1.72M +55,522 +147%
TWP
34
Tempus Wealth Planning
California
$2.83M +$687K +22,120 +32%
BEI
35
Benjamin Edwards Inc
Missouri
$2.77M +$2.77M +89,207 New
AL
36
ACAS LLC
California
$2.69M +$609K +19,608 +29%
TFG
37
Taylor Financial Group
Virginia
$2.49M +$261K +8,412 +12%
LWM
38
LongView Wealth Management
Georgia
$2.24M +$1.35M +43,636 +153%
CFB
39
Cullen/Frost Bankers
Texas
$2.15M +$1.02M +32,898 +91%
AWS
40
Atria Wealth Solutions
New York
$2.04M +$1.61M +51,511 +371%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.98M +$442K +14,246 +29%
AAS
42
Ameritas Advisory Services
Nebraska
$1.95M -$727K -23,404 -27%
WIM
43
Westside Investment Management
California
$1.9M +$534K +17,187 +39%
CWS
44
Confluence Wealth Services
Pennsylvania
$1.89M +$13.3K +428 +0.7%
AFA
45
AA Financial Advisors
Ohio
$1.82M +$243K +7,830 +15%
DFA
46
Davies Financial Advisors
California
$1.8M +$599K +19,288 +50%
CCFM
47
Clear Creek Financial Management
Washington
$1.8M +$625K +20,124 +53%
Comerica Bank
48
Comerica Bank
Texas
$1.62M -$21.9K -705 -1%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$1.53M +$303K +9,754 +25%
KWM
50
Kingsview Wealth Management
Oregon
$1.44M +$638K +20,552 +80%
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