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Capital Group Core Balanced ETF
CGBL

136 hedge funds and large institutions have $653M invested in Capital Group Core Balanced ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 4

645% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 11

53% more capital invested

Capital invested by funds: $426M → $653M (+$227M)

26% more funds holding

Funds holding: 108 → 136 (+28)

11.58% less ownership

Funds ownership: 81.48% → 69.9% (-12%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
136
Holders Change
+28
Holders Change %
+25.93%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
34
Increased
82
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$32.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$19.1M
3
Morgan Stanley
Morgan Stanley
New York
+$15.6M
4
RJA
Raymond James & Associates
Florida
+$14.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.2M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.17M
2
RW
Rockport Wealth
Ohio
-$3.92M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.72M
4
OMC
Old Mission Capital
Illinois
-$1.08M
5
SS
Sunbelt Securities
Texas
-$985K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
51
Mutual Advisors
Nebraska
$1.43M +$366K +12,076 +36%
CFGS
52
Concourse Financial Group Securities
Alabama
$1.42M +$880K +29,051 +175%
RA
53
RFG Advisory
Alabama
$1.42M +$191K +6,313 +16%
SFG
54
Seamount Financial Group
Colorado
$1.42M +$636K +20,994 +85%
WIA
55
World Investment Advisors
California
$1.38M +$528K +17,438 +65%
Capital International Investors
56
Capital International Investors
California
$1.29M +$272K +8,998 +28%
CMAI
57
Capital Management Associates Inc
Minnesota
$1.27M +$1.24M +40,816 New
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$1.26M +$337K +11,123 +38%
CWA
59
Clarity Wealth Advisors
California
$1.23M +$834K +27,534 +229%
VVP
60
Venture Visionary Partners
Ohio
$1.22M -$7.45K -246 -0.6%
PA
61
PFG Advisors
Arizona
$1.01M +$403K +13,323 +69%
Jones Financial Companies
62
Jones Financial Companies
Missouri
$1.01M +$979K +32,321 New
GKWIM
63
Gerber Kawasaki Wealth & Investment Management
California
$1M +$699K +23,088 +252%
SEIA
64
Signature Estate & Investment Advisors
California
$959K +$569K +18,805 +156%
OL
65
Owen LaRue
Kentucky
$958K +$934K +30,850 New
RAG
66
RIA Advisory Group
Iowa
$939K +$916K +30,245 New
BRWA
67
B. Riley Wealth Advisors
Florida
$910K +$888K +29,333 New
CFA
68
CWS Financial Advisors
Michigan
$901K +$399K +13,172 +83%
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$896K +$493K +16,279 +130%
SMC
70
Smith, Moore & Co
Missouri
$894K +$42.7K +1,411 +5%
DWM
71
Dakota Wealth Management
Florida
$877K -$113K -3,731 -12%
BB
72
Burford Brothers
Texas
$784K +$764K +25,242 New
PFS
73
Prospera Financial Services
Texas
$777K +$176K +5,797 +30%
MSAM
74
Moloney Securities Asset Management
Missouri
$753K +$53.6K +1,772 +8%
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$748K +$730K +24,105 New
1 2
3
4 5

CGBL Hedge Fund Activity: Q3 2024 in Review

136 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q3 2024, worth a combined $653M — up 53% from $426M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CGBL positions and 4 closed out — a net gain of 30 holders — while 82 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $32.2M. The largest seller was Jane Street, cutting an estimated $4.17M.

  • 136 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q3 2024, up from 108 in Q2 2024.
  • Funds reported $653M of Capital Group Core Balanced ETF stock for Q3 2024, up 53% quarter-over-quarter.
  • 34 funds opened new Capital Group Core Balanced ETF positions in Q3 2024 and 4 closed out, a net change of +30 holders.
  • The largest Capital Group Core Balanced ETF buyer in Q3 2024 was LPL Financial, an estimated $32.2M added.
  • The largest Capital Group Core Balanced ETF seller in Q3 2024 was Jane Street, an estimated $4.17M sold.

Based on aggregated 13F filings for Q3 2024.