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Capital Group Core Balanced ETF
CGBL

Overview Fund Activity

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
Holders
136
Holders Change
+28
Holders Change %
+25.93%
% of All Funds
1.97%
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

1
LPL Financial
1
LPL Financial
California
$78M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$35.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$39M
4
RJA
4
Raymond James & Associates
Florida
$15.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$50.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$9.53M
2
RW
2
Rockport Wealth
Ohio
$279K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
OMC
4
Old Mission Capital
Illinois
$632K
5
SS
5
Sunbelt Securities
Texas
$4.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
51
Mutual Advisors
Nebraska
$1.43M +$378K +12,076 +36%
CFGS
52
Concourse Financial Group Securities
Alabama
$1.42M +$906K +29,051 +175%
RA
53
RFG Advisory
Alabama
$1.42M +$196K +6,313 +16%
SFG
54
Seamount Financial Group
Colorado
$1.42M +$652K +20,994 +85%
WIA
55
World Investment Advisors
California
$1.38M +$541K +17,438 +65%
Capital International Investors
56
Capital International Investors
California
$1.29M +$279K +8,998 +28%
CMAI
57
Capital Management Associates Inc
Minnesota
$1.27M +$1.27M +40,816 New
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$1.26M +$345K +11,123 +38%
CWA
59
Clarity Wealth Advisors
California
$1.23M +$855K +27,534 +229%
VVP
60
Venture Visionary Partners
Ohio
$1.22M -$7.64K -246 -0.6%
PA
61
PFG Advisors
Arizona
$1.01M +$414K +13,323 +69%
Jones Financial Companies
62
Jones Financial Companies
Missouri
$1.01M +$1.01M +32,321 New
GKWIM
63
Gerber Kawasaki Wealth & Investment Management
California
$1M +$717K +23,088 +252%
SEIA
64
Signature Estate & Investment Advisors
California
$959K +$584K +18,805 +156%
OL
65
Owen LaRue
Kentucky
$958K +$958K +30,850 New
RAG
66
RIA Advisory Group
Iowa
$939K +$939K +30,245 New
BRWA
67
B. Riley Wealth Advisors
Florida
$910K +$910K +29,333 New
CFA
68
CWS Financial Advisors
Michigan
$901K +$409K +13,172 +83%
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$896K +$505K +16,279 +130%
SMC
70
Smith, Moore & Co
Missouri
$894K +$43.8K +1,411 +5%
DWM
71
Dakota Wealth Management
Florida
$877K -$116K -3,731 -12%
BB
72
Burford Brothers
Texas
$784K +$784K +25,242 New
PFS
73
Prospera Financial Services
Texas
$777K +$180K +5,797 +30%
MSAM
74
Moloney Securities Asset Management
Missouri
$753K +$55K +1,772 +8%
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$748K +$748K +24,105 New
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3
4 5