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Capital Group Core Balanced ETF

218 hedge funds and large institutions have $1.25B invested in Capital Group Core Balanced ETF in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 130 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

465% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 23

308% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 12

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

18% more funds holding

Funds holding: 185218 (+33)

0.53% more ownership

Funds ownership: 67.91%68.44% (+0.53%)

40% less capital invested

Capital invested by funds: $2.09B → $1.25B (-$835M)

Holders
218
Holders Change
+33
Holders Change %
+17.84%
% of All Funds
2.92%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
49
Increased
130
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
51
PCG Wealth Advisors
Kansas
$4.07M +$3.33M +104,847 +394%
TWP
52
Tempus Wealth Planning
California
$4.07M +$609K +19,200 +17%
SMC
53
Smith, Moore & Co
Missouri
$3.84M +$1.04M +32,720 +36%
JHC
54
J. Hagan Capital
Kentucky
$3.76M +$3.82M +120,264 New
AL
55
ACAS LLC
California
$3.63M +$463K +14,590 +14%
CWM
56
Challenger Wealth Management
California
$3.6M +$444K +13,975 +14%
P
57
&Partners
Tennessee
$3.49M +$3.19M +100,564 +905%
CFB
58
Cullen/Frost Bankers
Texas
$3.4M +$733K +23,096 +27%
SFG
59
Seamount Financial Group
Colorado
$3.29M +$584K +18,407 +21%
WIA
60
World Investment Advisors
California
$3.27M +$1.34M +42,168 +67%
WIM
61
Westside Investment Management
California
$3.08M +$392K +12,340 +14%
WAM
62
Worth Asset Management
Texas
$2.93M +$3.01M +94,719 New
TFG
63
Taylor Financial Group
Virginia
$2.91M +$261K +8,238 +10%
SWP
64
Sagespring Wealth Partners
Tennessee
$2.9M +$1.89M +59,632 +175%
UBS Group
65
UBS Group
Switzerland
$2.83M +$2.9M +91,394 New
CWA
66
Clarity Wealth Advisors
California
$2.76M +$699K +22,021 +33%
TFS
67
Thoroughbred Financial Services
Tennessee
$2.73M +$1.12M +35,231 +66%
CL
68
CVFG LLC
Indiana
$2.73M +$1.05M +33,140 +60%
CCFM
69
Clear Creek Financial Management
Washington
$2.62M +$405K +12,774 +18%
IWC
70
Integrated Wealth Concepts
Massachusetts
$2.49M +$1.31M +41,204 +105%
SEIA
71
Signature Estate & Investment Advisors
California
$2.45M +$612K +19,295 +32%
MWM
72
Mascagni Wealth Management
Mississippi
$2.38M
SPC
73
Sigma Planning Corp
Michigan
$2.32M +$271K +8,528 +13%
GWM
74
Geneos Wealth Management
Colorado
$2.31M +$2.04M +64,300 +625%
GKWIM
75
Gerber Kawasaki Wealth & Investment Management
California
$2.3M +$479K +15,103 +26%

CGBL Hedge Fund Activity: Q1 2025 in Review

218 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q1 2025, worth a combined $1.25B — down 40% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new CGBL positions and 12 closed out — a net gain of 37 holders — while 130 added to existing stakes and 23 trimmed.

The largest buyer was LPL Financial, adding an estimated $54.5M. The largest seller was Advisory Services Network, cutting an estimated $2.69M.

  • 218 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q1 2025, up from 185 in Q4 2024.
  • Funds reported $1.25B of Capital Group Core Balanced ETF stock for Q1 2025, down 40% quarter-over-quarter.
  • 49 funds opened new Capital Group Core Balanced ETF positions in Q1 2025 and 12 closed out, a net change of +37 holders.
  • The largest Capital Group Core Balanced ETF buyer in Q1 2025 was LPL Financial, an estimated $54.5M added.
  • The largest Capital Group Core Balanced ETF seller in Q1 2025 was Advisory Services Network, an estimated $2.69M sold.

Based on aggregated 13F filings for Q1 2025.