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Capital Group Core Balanced ETF
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

750% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 4

645% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 11

53% more capital invested

Capital invested by funds: $426M → $653M (+$227M)

26% more funds holding

Funds holding: 108 → 136 (+28)

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
Holders Change
+28
Holders Change %
+25.93%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
34
Increased
82
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$32.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$19.1M
3
Morgan Stanley
Morgan Stanley
New York
+$15.6M
4
RJA
Raymond James & Associates
Florida
+$14.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.2M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.17M
2
RW
Rockport Wealth
Ohio
-$3.92M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.72M
4
OMC
Old Mission Capital
Illinois
-$1.08M
5
SS
Sunbelt Securities
Texas
-$985K
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
76
Valmark Advisers
Ohio
$716K +$11.2K +370 +2%
KWS
77
Keystone Wealth Services
California
$694K +$676K +22,344 New
MFIM
78
Mesirow Financial Investment Management
Illinois
$653K +$636K +21,015 New
IWC
79
Integrated Wealth Concepts
Massachusetts
$651K +$635K +20,973 New
GWSG
80
GPS Wealth Strategies Group
Colorado
$650K +$632K +20,889 New
BFG
81
Bleakley Financial Group
New Jersey
$641K +$111K +3,652 +21%
OMC
82
Old Mission Capital
Illinois
$632K -$1.08M -35,814 -64%
BFA
83
Beacon Financial Advisory
Ohio
$618K +$179K +5,907 +42%
SWA
84
Stratos Wealth Advisors
Ohio
$618K +$282K +9,322 +88%
AFM
85
Armstrong Fleming & Moore
District of Columbia
$586K +$4.48K +148 +0.8%
EFS
86
Essex Financial Services
Connecticut
$569K +$547K +18,058 New
HGERS
87
Householder Group Estate & Retirement Specialist
Arizona
$550K +$202K +6,667 +60%
AAS
88
Avantax Advisory Services
Texas
$547K +$156K +5,157 +41%
MFS
89
McNamara Financial Services
Massachusetts
$531K +$158K +5,204 +44%
Truist Financial
90
Truist Financial
North Carolina
$497K +$99.7K +3,293 +26%
AO
91
Advisor OS
Illinois
$471K +$460K +15,178 New
FAIM
92
Financial Advocates Investment Management
Washington
$459K +$81K +2,677 +22%
NA
93
NewEdge Advisors
Louisiana
$457K +$375K +12,399 +531%
FHC
94
First Heartland Consultants
Missouri
$444K +$158K +5,223 +58%
BAG
95
Bridgewealth Advisory Group
California
$431K +$64.8K +2,142 +18%
SPIA
96
Steward Partners Investment Advisory
New York
$430K +$255K +8,407 +155%
HNWAG
97
High Net Worth Advisory Group
Florida
$423K – – –
TVAMP
98
Tennessee Valley Asset Management Partners
Tennessee
$416K +$406K +13,394 New
BFS
99
Bare Financial Services
Pennsylvania
$371K +$314K +10,361 +646%
CA
100
Carson Advisory
Georgia
$359K +$350K +11,553 New
2 3
4
5 6

CGBL Hedge Fund Activity: Q3 2024 in Review

136 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q3 2024, worth a combined $653M — up 53% from $426M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CGBL positions and 4 closed out — a net gain of 30 holders — while 82 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $32.2M. The largest seller was Jane Street, cutting an estimated $4.17M.

  • 136 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q3 2024, up from 108 in Q2 2024.
  • Funds reported $653M of Capital Group Core Balanced ETF stock for Q3 2024, up 53% quarter-over-quarter.
  • 34 funds opened new Capital Group Core Balanced ETF positions in Q3 2024 and 4 closed out, a net change of +30 holders.
  • The largest Capital Group Core Balanced ETF buyer in Q3 2024 was LPL Financial, an estimated $32.2M added.
  • The largest Capital Group Core Balanced ETF seller in Q3 2024 was Jane Street, an estimated $4.17M sold.

Based on aggregated 13F filings for Q3 2024.