Capital Group Core Balanced ETF
CGBL
CGBL
136 hedge funds and large institutions have $653M invested in Capital Group Core Balanced ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 11 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
11.58% less ownership
Funds ownership: 81.48% → 69.9% (-12%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
136
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$33.1M | |
| 2 | +$19.6M | |
| 3 | +$16M | |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$14.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.6M |
Top Sellers
| 1 | -$4.28M | |
| 2 | -$4.02M | |
| 3 | -$1.72M | |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.11M |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
-$1.01M |