Capital Group Core Balanced ETF
CGBL
73 hedge funds and large institutions have $219M invested in Capital Group Core Balanced ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 31 increasing their positions, 2 reducing their positions, and 3 closing their positions.
1,450% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 2
1,133% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 3
174% more capital invested
Capital invested by funds: $79.9M → $219M (+$139M)
83% more funds holding
Funds holding: 40 → 73 (+33)
0.72% less ownership
Funds ownership: 73.43% → 72.71% (-0.72%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Advance Capital Management
Southfield,
Michigan
|
+$53.9M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$16M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.67M |
| 4 |
LPL Financial
San Diego,
California
|
+$8.52M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$7.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$5.67M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$868K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$671K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$223K |
| 5 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$29.6K |
CGBL Hedge Fund Activity: Q1 2024 in Review
73 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q1 2024, worth a combined $219M — up 174% from $79.9M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new CGBL positions and 3 closed out — a net gain of 34 holders — while 31 added to existing stakes and 2 trimmed.
The largest buyer was Advance Capital Management, opening a new position worth an estimated $53.9M. The largest seller was Capital International Investors, cutting an estimated $5.67M.
- 73 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q1 2024, up from 40 in Q4 2023.
- Funds reported $219M of Capital Group Core Balanced ETF stock for Q1 2024, up 174% quarter-over-quarter.
- 37 funds opened new Capital Group Core Balanced ETF positions in Q1 2024 and 3 closed out, a net change of +34 holders.
- The largest Capital Group Core Balanced ETF buyer in Q1 2024 was Advance Capital Management, an estimated $53.9M added.
- The largest Capital Group Core Balanced ETF seller in Q1 2024 was Capital International Investors, an estimated $5.67M sold.
Based on aggregated 13F filings for Q1 2024.