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Capital Group Core Balanced ETF
CGBL

73 hedge funds and large institutions have $219M invested in Capital Group Core Balanced ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 31 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,450% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 2

1,133% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 3

174% more capital invested

Capital invested by funds: $79.9M → $219M (+$139M)

83% more funds holding

Funds holding: 40 → 73 (+33)

0.72% less ownership

Funds ownership: 73.43% → 72.71% (-0.72%)

Holders
73
Holders Change
+33
Holders Change %
+82.5%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
31
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Advance Capital Management
Michigan
+$53.9M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$16M
3
Osaic Holdings
Osaic Holdings
Arizona
+$9.67M
4
LPL Financial
LPL Financial
California
+$8.52M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$7.57M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$5.67M
2
OMC
Old Mission Capital
Illinois
-$868K
3
Citadel Advisors
Citadel Advisors
Florida
-$671K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$223K
5
DJSG
D.J. St. Germain
Massachusetts
-$29.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
51
Avantax Advisory Services
Texas
$347K +$1.6K +57 +0.5%
WIA
52
World Investment Advisors
California
$344K +$332K +11,824 New
SMC
53
Smith, Moore & Co
Missouri
$293K +$283K +10,075 New
HH
54
Hilltop Holdings
Texas
$284K +$28.1K +1,000 +11%
BFA
55
Beacon Financial Advisory
Ohio
$274K +$264K +9,396 New
CFA
56
CWS Financial Advisors
Michigan
$260K +$251K +8,943 New
KWM
57
Kingsview Wealth Management
Oregon
$249K +$240K +8,550 New
Jane Street
58
Jane Street
New York
$248K +$239K +8,520 New
LA
59
Latitude Advisors
Florida
$234K +$226K +8,045 New
BAG
60
Bridgewealth Advisory Group
California
$228K +$220K +7,840 New
LWM
61
Lodestone Wealth Management
Washington
$208K +$200K +7,130 New
TCG
62
Transcendent Capital Group
Oklahoma
$184K +$177K +6,319 New
SPIA
63
Steward Partners Investment Advisory
New York
$144K +$139K +4,949 New
RIL
64
Rothschild Investment LLC
Illinois
$116K – – –
CA
65
Continuum Advisory
Idaho
$103K +$101K +3,580 New
IGWM
66
ICA Group Wealth Management
Colorado
$47.6K +$26.6K +946 +137%
NA
67
NewEdge Advisors
Louisiana
$44.4K +$42.8K +1,525 New
AF
68
Advisornet Financial
Minnesota
$40K +$38.5K +1,373 New
IHWM
69
Iron Horse Wealth Management
Iowa
$23.3K +$22.5K +800 New
RG
70
Retirement Group
California
$18.3K – – –
CFGS
71
Concourse Financial Group Securities
Alabama
$7.68K +$7.38K +263 New
PCM
72
Penserra Capital Management
California
$7K +$7.5K +267 New
BIA
73
Bell Investment Advisors
California
$1.32K – – –
Citadel Advisors
74
Citadel Advisors
Florida
– -$671K -24,560 Closed
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
– -$223K -8,161 Closed
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CGBL Hedge Fund Activity: Q1 2024 in Review

73 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q1 2024, worth a combined $219M — up 174% from $79.9M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CGBL positions and 3 closed out — a net gain of 34 holders — while 31 added to existing stakes and 2 trimmed.

The largest buyer was Advance Capital Management, opening a new position worth an estimated $53.9M. The largest seller was Capital International Investors, cutting an estimated $5.67M.

  • 73 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q1 2024, up from 40 in Q4 2023.
  • Funds reported $219M of Capital Group Core Balanced ETF stock for Q1 2024, up 174% quarter-over-quarter.
  • 37 funds opened new Capital Group Core Balanced ETF positions in Q1 2024 and 3 closed out, a net change of +34 holders.
  • The largest Capital Group Core Balanced ETF buyer in Q1 2024 was Advance Capital Management, an estimated $53.9M added.
  • The largest Capital Group Core Balanced ETF seller in Q1 2024 was Capital International Investors, an estimated $5.67M sold.

Based on aggregated 13F filings for Q1 2024.