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Capital Group Core Balanced ETF
CGBL

Overview Fund Activity

214 hedge funds and large institutions have $1.24B invested in Capital Group Core Balanced ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 130 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+29
Holders Change %
+15.68%
% of All Funds
2.91%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
45
Increased
130
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$53.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.5M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$20.2M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$18.2M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$16.3M

Top Sellers

1
ASN
Advisory Services Network
Georgia
-$2.62M
2
IAA
Independent Advisor Alliance
North Carolina
-$1.9M
3
RW
Rockport Wealth
Ohio
-$1.24M
4
KAS
Kestra Advisory Services
Texas
-$1.03M
5
WP
WealthPLAN Partners
Nebraska
-$731K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
51
Tempus Wealth Planning
California
$4.07M +$595K +19,200 +17%
SMC
52
Smith, Moore & Co
Missouri
$3.84M +$1.01M +32,720 +36%
JHC
53
J. Hagan Capital
Kentucky
$3.76M +$3.76M +120,264 New
AL
54
ACAS LLC
California
$3.63M +$453K +14,590 +14%
CWM
55
Challenger Wealth Management
California
$3.6M +$433K +13,975 +14%
P
56
&Partners
Tennessee
$3.49M +$3.14M +100,564 +905%
CFB
57
Cullen/Frost Bankers
Texas
$3.4M +$716K +23,096 +27%
SFG
58
Seamount Financial Group
Colorado
$3.29M +$570K +18,407 +21%
WIA
59
World Investment Advisors
California
$3.27M +$1.31M +42,168 +67%
WIM
60
Westside Investment Management
California
$3.08M +$382K +12,340 +14%
WAM
61
Worth Asset Management
Texas
$2.93M +$2.93M +94,719 New
TFG
62
Taylor Financial Group
Virginia
$2.91M +$255K +8,238 +10%
SWP
63
Sagespring Wealth Partners
Tennessee
$2.9M +$1.85M +59,632 +175%
UBS Group
64
UBS Group
Switzerland
$2.83M +$2.83M +91,394 New
CWA
65
Clarity Wealth Advisors
California
$2.76M +$682K +22,021 +33%
TFS
66
Thoroughbred Financial Services
Tennessee
$2.73M +$1.09M +35,231 +66%
CL
67
CVFG LLC
Indiana
$2.73M +$1.03M +33,140 +60%
CCFM
68
Clear Creek Financial Management
Washington
$2.62M +$396K +12,774 +18%
IWC
69
Integrated Wealth Concepts
Massachusetts
$2.49M +$1.28M +41,204 +105%
SEIA
70
Signature Estate & Investment Advisors
California
$2.45M +$598K +19,295 +32%
MWM
71
Mascagni Wealth Management
Mississippi
$2.38M – – –
SPC
72
Sigma Planning Corp
Michigan
$2.32M +$264K +8,528 +13%
GWM
73
Geneos Wealth Management
Colorado
$2.31M +$1.99M +64,300 +625%
GKWIM
74
Gerber Kawasaki Wealth & Investment Management
California
$2.3M +$468K +15,103 +26%
HIP
75
HUB Investment Partners
Texas
$2.28M +$405K +13,079 +22%
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