Capital Group Core Balanced ETF
CGBL
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
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
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$34M | |
| 2 | +$33.9M | |
| 3 | +$31.7M | |
| 4 |
Morgan Stanley
New York
|
+$19.8M |
| 5 |
Jane Street
New York
|
+$13M |
Top Sellers
| 1 | -$21.5M | |
| 2 | -$3.7M | |
| 3 | -$1.75M | |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$1.7M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$956K |