Capital Group Core Balanced ETF
CGBL
185 hedge funds and large institutions have $2.09B invested in Capital Group Core Balanced ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 108 increasing their positions, 13 reducing their positions, and 7 closing their positions.
731% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 13
729% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 7
600% more funds holding in top 10
Funds holding in top 10: 1 → 7 (+6)
220% more capital invested
Capital invested by funds: $653M → $2.09B (+$1.43B)
36% more funds holding
Funds holding: 136 → 185 (+49)
1.99% less ownership
Funds ownership: 69.9% → 67.91% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$40.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$24.2M |
| 3 |
Morgan Stanley
New York
|
+$17.9M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$13.9M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$8.33M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.23M |
| 3 |
Jane Street
New York
|
-$2.6M |
| 4 |
WWP
WR Wealth Planners
Columbia,
Missouri
|
-$2.52M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$632K |
CGBL Hedge Fund Activity: Q4 2024 in Review
185 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q4 2024, worth a combined $2.09B — up 220% from $653M a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new CGBL positions and 7 closed out — a net gain of 51 holders — while 108 added to existing stakes and 13 trimmed.
The largest buyer was LPL Financial, adding an estimated $40.2M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $8.33M sold.
- 185 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q4 2024, up from 136 in Q3 2024.
- Funds reported $2.09B of Capital Group Core Balanced ETF stock for Q4 2024, up 220% quarter-over-quarter.
- 58 funds opened new Capital Group Core Balanced ETF positions in Q4 2024 and 7 closed out, a net change of +51 holders.
- The largest Capital Group Core Balanced ETF buyer in Q4 2024 was LPL Financial, an estimated $40.2M added.
- The largest Capital Group Core Balanced ETF seller in Q4 2024 was Flow Traders U.S., an estimated $8.33M sold.
Based on aggregated 13F filings for Q4 2024.