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Capital Group Core Balanced ETF
CGBL
CGBL
309 hedge funds and large institutions have $3.29B invested in Capital Group Core Balanced ETF in 2025 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 207 increasing their positions, 27 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
933% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 6
667% more repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 27
67% more funds holding in top 10
Funds holding in top 10: 12 → 20 (+8)
32% more capital invested
Capital invested by funds: $2.48B → $3.29B (+$804M)
21% more funds holding
Funds holding: 255 → 309 (+54)
2.53% more ownership
Funds ownership: 72.84% → 75.36% (+2.5%)
Holders
309
Holders Change
+54
Holders Change %
+21.18%
% of All Funds
3.76%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.24%
New
62
Increased
207
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$106M |
| 2 |
LPL Financial
San Diego,
California
|
+$95.4M |
| 3 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
+$63.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$52.4M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$33.3M |
