CGBL icon

Capital Group Core Balanced ETF

108 hedge funds and large institutions have $426M invested in Capital Group Core Balanced ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 53 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+35
Holders Change %
+47.95%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
53
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Capital International Investors
51
Capital International Investors
California
$971K -$21.5M -724,339 -96%
DWM
52
Dakota Wealth Management
Florida
$951K +$285K +9,529 +43%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$875K +$91.2K +3,066 +12%
LWM
54
LongView Wealth Management
Georgia
$847K +$324K +10,891 +62%
SMC
55
Smith, Moore & Co
Missouri
$814K +$514K +17,305 +172%
WIA
56
World Investment Advisors
California
$803K +$452K +15,200 +129%
KWM
57
Kingsview Wealth Management
Oregon
$768K +$514K +17,281 +202%
SFG
58
Seamount Financial Group
Colorado
$732K +$732K +24,605 New
VA
59
Valmark Advisers
Ohio
$675K +$124K +4,172 +23%
MSAM
60
Moloney Securities Asset Management
Missouri
$668K +$193K +6,480 +41%
PFS
61
Prospera Financial Services
Texas
$572K +$165K +5,553 +41%
PA
62
PFG Advisors
Arizona
$570K +$570K +19,188 New
RJA
63
Raymond James & Associates
Florida
$564K +$564K +18,986 New
AFM
64
Armstrong Fleming & Moore
District of Columbia
$557K -$75.7K -2,546 -12%
KPWS
65
Kestra Private Wealth Services
Texas
$506K +$506K +17,023 New
SW
66
Simplicity Wealth
New Jersey
$505K +$505K +17,002 New
BFG
67
Bleakley Financial Group
New Jersey
$505K +$505K +17,002 New
CFGS
68
Concourse Financial Group Securities
Alabama
$496K +$488K +16,334 +6,211%
CFA
69
CWS Financial Advisors
Michigan
$471K +$205K +6,902 +77%
BFA
70
Beacon Financial Advisory
Ohio
$416K +$137K +4,611 +49%
AWS
71
Atria Wealth Solutions
New York
$415K +$415K +13,880 New
HNWAG
72
High Net Worth Advisory Group
Florida
$405K +$405K +13,625 New
GS
73
GTS Securities
New York
$386K +$386K +12,999 New
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$379K +$379K +12,569 New
Truist Financial
75
Truist Financial
North Carolina
$378K -$7.22K -243 -2%