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Capital Group Core Balanced ETF
CGBL

185 hedge funds and large institutions have $2.09B invested in Capital Group Core Balanced ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 108 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

731% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 13

729% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 7

600% more funds holding in top 10

Funds holding in top 10: 1 → 7 (+6)

220% more capital invested

Capital invested by funds: $653M → $2.09B (+$1.43B)

36% more funds holding

Funds holding: 136 → 185 (+49)

1.99% less ownership

Funds ownership: 69.9% → 67.91% (-2%)

Holders
185
Holders Change
+49
Holders Change %
+36.03%
% of All Funds
2.44%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.09%
New
58
Increased
108
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$40.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.2M
3
Morgan Stanley
Morgan Stanley
New York
+$17.9M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$13.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$11.9M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$8.33M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.23M
3
Jane Street
Jane Street
New York
-$2.6M
4
WWP
WR Wealth Planners
Missouri
-$2.52M
5
OMC
Old Mission Capital
Illinois
-$632K
Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
51
Taylor Financial Group
Virginia
$2.68M +$180K +5,711 +7%
MWM
52
Mascagni Wealth Management
Mississippi
$2.38M +$2.43M +76,972 New
CCFM
53
Clear Creek Financial Management
Washington
$2.24M +$432K +13,705 +24%
CWA
54
Clarity Wealth Advisors
California
$2.1M +$867K +27,486 +70%
SPC
55
Sigma Planning Corp
Michigan
$2.07M +$2.09M +66,245 New
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$2.02M +$491K +15,555 +32%
Comerica Bank
57
Comerica Bank
Texas
$2.01M +$385K +12,209 +23%
AFA
58
AA Financial Advisors
Ohio
$2M +$161K +5,086 +9%
OL
59
Owen LaRue
Kentucky
$1.98M +$1.02M +32,425 +105%
WIA
60
World Investment Advisors
California
$1.98M +$593K +18,787 +42%
GVAG
61
Great Valley Advisor Group
Delaware
$1.97M +$1.98M +62,893 New
BRWA
62
B. Riley Wealth Advisors
Florida
$1.95M +$1.05M +33,178 +113%
IAA
63
Independent Advisor Alliance
North Carolina
$1.9M +$1.91M +60,677 New
HIP
64
HUB Investment Partners
Texas
$1.89M +$1.57M +49,763 +466%
SEIA
65
Signature Estate & Investment Advisors
California
$1.87M +$913K +28,917 +94%
GKWIM
66
Gerber Kawasaki Wealth & Investment Management
California
$1.85M +$847K +26,837 +83%
DFA
67
Davies Financial Advisors
California
$1.84M +$24.6K +780 +1%
CFGS
68
Concourse Financial Group Securities
Alabama
$1.78M +$308K +9,756 +21%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$1.72M +$454K +14,381 +35%
CL
70
CVFG LLC
Indiana
$1.71M +$1.73M +54,831 New
Truist Financial
71
Truist Financial
North Carolina
$1.71M +$1.22M +38,680 +242%
AAS
72
Ameritas Advisory Services
Nebraska
$1.68M -$280K -8,883 -14%
TFS
73
Thoroughbred Financial Services
Tennessee
$1.66M +$1.67M +53,019 New
MA
74
Mutual Advisors
Nebraska
$1.62M +$182K +5,783 +13%
BFG
75
Bleakley Financial Group
New Jersey
$1.57M +$932K +29,525 +143%
1 2
3
4 5

CGBL Hedge Fund Activity: Q4 2024 in Review

185 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q4 2024, worth a combined $2.09B — up 220% from $653M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new CGBL positions and 7 closed out — a net gain of 51 holders — while 108 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $40.2M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $8.33M sold.

  • 185 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q4 2024, up from 136 in Q3 2024.
  • Funds reported $2.09B of Capital Group Core Balanced ETF stock for Q4 2024, up 220% quarter-over-quarter.
  • 58 funds opened new Capital Group Core Balanced ETF positions in Q4 2024 and 7 closed out, a net change of +51 holders.
  • The largest Capital Group Core Balanced ETF buyer in Q4 2024 was LPL Financial, an estimated $40.2M added.
  • The largest Capital Group Core Balanced ETF seller in Q4 2024 was Flow Traders U.S., an estimated $8.33M sold.

Based on aggregated 13F filings for Q4 2024.