Capital Group Core Balanced ETF
CGBL
CGBL
237 hedge funds and large institutions have $1.72B invested in Capital Group Core Balanced ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 144 increasing their positions, 40 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+23
Holders Change %
+10.75%
% of All Funds
3.18%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
37
Increased
144
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$65M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$49.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$33.2M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$26.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$20.5M |
Top Sellers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.9M |
| 2 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$5.29M |
| 3 |
Jane Street
New York
|
-$4.72M |
| 4 |
CMAI
Capital Management Associates Inc
Minneapolis,
Minnesota
|
-$4.23M |
| 5 |
PWA
PCG Wealth Advisors
Overland Park,
Kansas
|
-$4.07M |
