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Capital Group Core Balanced ETF
CGBL

185 hedge funds and large institutions have $2.09B invested in Capital Group Core Balanced ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 108 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

731% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 13

729% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 7

600% more funds holding in top 10

Funds holding in top 10: 1 → 7 (+6)

220% more capital invested

Capital invested by funds: $653M → $2.09B (+$1.43B)

36% more funds holding

Funds holding: 136 → 185 (+49)

1.99% less ownership

Funds ownership: 69.9% → 67.91% (-2%)

Holders
185
Holders Change
+49
Holders Change %
+36.03%
% of All Funds
2.44%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.09%
New
58
Increased
108
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$40.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.2M
3
Morgan Stanley
Morgan Stanley
New York
+$17.9M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$13.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$11.9M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$8.33M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.23M
3
Jane Street
Jane Street
New York
-$2.6M
4
WWP
WR Wealth Planners
Missouri
-$2.52M
5
OMC
Old Mission Capital
Illinois
-$632K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$1.55M +$1.57M +49,710 New
KWM
77
Kingsview Wealth Management
Oregon
$1.51M +$64.2K +2,034 +4%
RA
78
RFG Advisory
Alabama
$1.44M +$7.83K +248 +0.5%
WWP
79
WR Wealth Planners
Missouri
$1.41M -$2.52M -80,005 -64%
VVP
80
Venture Visionary Partners
Ohio
$1.41M +$183K +5,792 +15%
NA
81
Nautilus Advisors
California
$1.39M +$1.4M +44,493 New
CFA
82
CWS Financial Advisors
Michigan
$1.37M +$470K +14,886 +51%
EFS
83
Essex Financial Services
Connecticut
$1.32M +$766K +24,270 +134%
IWC
84
Integrated Wealth Concepts
Massachusetts
$1.23M +$578K +18,305 +87%
AAS
85
Avantax Advisory Services
Texas
$1.18M +$633K +20,056 +114%
PA
86
PFG Advisors
Arizona
$1.15M +$130K +4,134 +13%
GWSG
87
GPS Wealth Strategies Group
Colorado
$1.14M +$487K +15,438 +74%
CF
88
Centaurus Financial
California
$1.11M +$1.12M +35,489 New
PFS
89
Prospera Financial Services
Texas
$1.08M +$302K +9,565 +38%
SWP
90
Sagespring Wealth Partners
Tennessee
$1.07M +$1.08M +34,117 New
MSAM
91
Moloney Securities Asset Management
Missouri
$1.05M +$295K +9,345 +39%
RAG
92
RIA Advisory Group
Iowa
$1.03M +$80.8K +2,560 +8%
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$997K +$246K +7,791 +32%
Capital International Investors
94
Capital International Investors
California
$990K -$315K -9,994 -24%
KWS
95
Keystone Wealth Services
California
$969K +$273K +8,657 +39%
SPIA
96
Steward Partners Investment Advisory
New York
$870K +$441K +13,980 +101%
BB
97
Burford Brothers
Texas
$865K +$76.1K +2,410 +10%
SWP
98
Stratos Wealth Partners
Ohio
$861K +$603K +19,094 +226%
PWA
99
PCG Wealth Advisors
Kansas
$832K +$840K +26,609 New
CL
100
CLG LLC
California
$814K +$822K +26,037 New
2 3
4
5 6

CGBL Hedge Fund Activity: Q4 2024 in Review

185 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q4 2024, worth a combined $2.09B — up 220% from $653M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new CGBL positions and 7 closed out — a net gain of 51 holders — while 108 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $40.2M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $8.33M sold.

  • 185 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q4 2024, up from 136 in Q3 2024.
  • Funds reported $2.09B of Capital Group Core Balanced ETF stock for Q4 2024, up 220% quarter-over-quarter.
  • 58 funds opened new Capital Group Core Balanced ETF positions in Q4 2024 and 7 closed out, a net change of +51 holders.
  • The largest Capital Group Core Balanced ETF buyer in Q4 2024 was LPL Financial, an estimated $40.2M added.
  • The largest Capital Group Core Balanced ETF seller in Q4 2024 was Flow Traders U.S., an estimated $8.33M sold.

Based on aggregated 13F filings for Q4 2024.