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Capital Group Core Balanced ETF
CGBL

108 hedge funds and large institutions have $426M invested in Capital Group Core Balanced ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 53 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 4

430% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 10

94% more capital invested

Capital invested by funds: $219M → $426M (+$207M)

48% more funds holding

Funds holding: 73 → 108 (+35)

8.77% more ownership

Funds ownership: 72.71% → 81.48% (+8.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
108
Holders Change
+35
Holders Change %
+47.95%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
53
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$33.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$33.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$31M
4
Morgan Stanley
Morgan Stanley
New York
+$19.3M
5
Jane Street
Jane Street
New York
+$12.7M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$21M
2
OMC
Old Mission Capital
Illinois
-$3.61M
3
Goldman Sachs
Goldman Sachs
New York
-$1.75M
4
ACA
Aptus Capital Advisors
Alabama
-$1.7M
5
LNC
Lincoln National Corp
Pennsylvania
-$956K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
76
Avantax Advisory Services
Texas
$370K +$15.8K +544 +5%
FAIM
77
Financial Advocates Investment Management
Washington
$360K +$3.98K +137 +1%
SEIA
78
Signature Estate & Investment Advisors
California
$359K +$351K +12,084 New
CWA
79
Clarity Wealth Advisors
California
$357K +$349K +12,011 New
MFS
80
McNamara Financial Services
Massachusetts
$353K +$345K +11,882 New
BAG
81
Bridgewealth Advisory Group
California
$349K +$113K +3,900 +50%
HGERS
82
Householder Group Estate & Retirement Specialist
Arizona
$328K +$321K +11,057 New
SWA
83
Stratos Wealth Advisors
Ohio
$314K +$307K +10,575 New
HH
84
Hilltop Holdings
Texas
$290K – – –
GKWIM
85
Gerber Kawasaki Wealth & Investment Management
California
$272K +$266K +9,162 New
DAS
86
Dynamic Advisor Solutions
Arizona
$250K +$244K +8,415 New
LA
87
Latitude Advisors
Florida
$244K +$5.2K +179 +2%
MCA
88
MSH Capital Advisors
Arizona
$228K +$223K +7,674 New
LWM
89
Lodestone Wealth Management
Washington
$219K +$6.62K +228 +3%
TCG
90
Transcendent Capital Group
Oklahoma
$188K – – –
SPIA
91
Steward Partners Investment Advisory
New York
$161K +$13.9K +480 +10%
PTC
92
Private Trust Company
Ohio
$153K +$149K +5,150 New
IGWM
93
ICA Group Wealth Management
Colorado
$123K +$73.1K +2,517 +154%
CA
94
Continuum Advisory
Idaho
$106K – – –
RIL
95
Rothschild Investment LLC
Illinois
$93.8K -$24.5K -845 -21%
TSMHT
96
Thurston Springer Miller Herd & Titak
Indiana
$71.6K +$69.9K +2,408 New
NA
97
NewEdge Advisors
Louisiana
$69.4K +$23.5K +808 +53%
AI
98
Arvest Investments
Arkansas
$52.5K +$51.2K +1,765 New
BFS
99
Bare Financial Services
Pennsylvania
$48.4K +$46.5K +1,603 New
AF
100
Advisornet Financial
Minnesota
$40.9K +$58 +2 +0.1%
1 2 3
4
5

CGBL Hedge Fund Activity: Q2 2024 in Review

108 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q2 2024, worth a combined $426M — up 94% from $219M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CGBL positions and 4 closed out — a net gain of 36 holders — while 53 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $33.2M. The largest seller was Capital International Investors, cutting an estimated $21M.

  • 108 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q2 2024, up from 73 in Q1 2024.
  • Funds reported $426M of Capital Group Core Balanced ETF stock for Q2 2024, up 94% quarter-over-quarter.
  • 40 funds opened new Capital Group Core Balanced ETF positions in Q2 2024 and 4 closed out, a net change of +36 holders.
  • The largest Capital Group Core Balanced ETF buyer in Q2 2024 was LPL Financial, an estimated $33.2M added.
  • The largest Capital Group Core Balanced ETF seller in Q2 2024 was Capital International Investors, an estimated $21M sold.

Based on aggregated 13F filings for Q2 2024.