Capital Group Core Balanced ETF
CGBL
CGBL
249 hedge funds and large institutions have $2.47B invested in Capital Group Core Balanced ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 185 increasing their positions, 24 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
2.04% more ownership
Funds ownership: 70.43% → 72.47% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
Holders
249
Holding in Top 10
12
Calls
–
Puts
–
Top Buyers
| 1 | +$228M | |
| 2 | +$83.3M | |
| 3 | +$45.4M | |
| 4 |
Morgan Stanley
New York
|
+$37.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$33.9M |
Top Sellers
| 1 | -$10.2M | |
| 2 | -$8.84M | |
| 3 | -$5.44M | |
| 4 |
Mariner
Overland Park,
Kansas
|
-$5.41M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$4.16M |
