We are live on ! Find out more
CGBL icon

Capital Group Core Balanced ETF
CGBL

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

900% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 4

430% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 10

94% more capital invested

Capital invested by funds: $219M → $426M (+$207M)

48% more funds holding

Funds holding: 73 → 108 (+35)

8.77% more ownership

Funds ownership: 72.71% → 81.48% (+8.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
108
Holders Change
+35
Holders Change %
+47.95%
% of All Funds
1.56%
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
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$33.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$33.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$31M
4
Morgan Stanley
Morgan Stanley
New York
+$19.3M
5
Jane Street
Jane Street
New York
+$12.7M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$21M
2
OMC
Old Mission Capital
Illinois
-$3.61M
3
Goldman Sachs
Goldman Sachs
New York
-$1.75M
4
ACA
Aptus Capital Advisors
Alabama
-$1.7M
5
LNC
Lincoln National Corp
Pennsylvania
-$956K
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital International Investors
51
Capital International Investors
California
$971K -$21M -724,339 -96%
DWM
52
Dakota Wealth Management
Florida
$951K +$277K +9,529 +43%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$875K +$89K +3,066 +12%
LWM
54
LongView Wealth Management
Georgia
$847K +$316K +10,891 +62%
SMC
55
Smith, Moore & Co
Missouri
$814K +$502K +17,305 +172%
WIA
56
World Investment Advisors
California
$803K +$441K +15,200 +129%
KWM
57
Kingsview Wealth Management
Oregon
$768K +$502K +17,281 +202%
SFG
58
Seamount Financial Group
Colorado
$732K +$714K +24,605 New
VA
59
Valmark Advisers
Ohio
$675K +$121K +4,172 +23%
MSAM
60
Moloney Securities Asset Management
Missouri
$668K +$188K +6,480 +41%
PFS
61
Prospera Financial Services
Texas
$572K +$161K +5,553 +41%
PA
62
PFG Advisors
Arizona
$570K +$557K +19,188 New
RJA
63
Raymond James & Associates
Florida
$564K +$551K +18,986 New
AFM
64
Armstrong Fleming & Moore
District of Columbia
$557K -$73.9K -2,546 -12%
KPWS
65
Kestra Private Wealth Services
Texas
$506K +$494K +17,023 New
BFG
66
Bleakley Financial Group
New Jersey
$505K +$494K +17,002 New
SW
67
Simplicity Wealth
New Jersey
$505K +$494K +17,002 New
CFGS
68
Concourse Financial Group Securities
Alabama
$496K +$474K +16,334 +6,211%
CFA
69
CWS Financial Advisors
Michigan
$471K +$200K +6,902 +77%
BFA
70
Beacon Financial Advisory
Ohio
$416K +$134K +4,611 +49%
AWS
71
Atria Wealth Solutions
New York
$415K +$403K +13,880 New
HNWAG
72
High Net Worth Advisory Group
Florida
$405K +$396K +13,625 New
GS
73
GTS Securities
New York
$386K +$377K +12,999 New
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$379K +$365K +12,569 New
Truist Financial
75
Truist Financial
North Carolina
$378K -$7.05K -243 -2%
1 2
3
4 5

CGBL Hedge Fund Activity: Q2 2024 in Review

108 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q2 2024, worth a combined $426M — up 94% from $219M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CGBL positions and 4 closed out — a net gain of 36 holders — while 53 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $33.2M. The largest seller was Capital International Investors, cutting an estimated $21M.

  • 108 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q2 2024, up from 73 in Q1 2024.
  • Funds reported $426M of Capital Group Core Balanced ETF stock for Q2 2024, up 94% quarter-over-quarter.
  • 40 funds opened new Capital Group Core Balanced ETF positions in Q2 2024 and 4 closed out, a net change of +36 holders.
  • The largest Capital Group Core Balanced ETF buyer in Q2 2024 was LPL Financial, an estimated $33.2M added.
  • The largest Capital Group Core Balanced ETF seller in Q2 2024 was Capital International Investors, an estimated $21M sold.

Based on aggregated 13F filings for Q2 2024.