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Capital Group Core Balanced ETF

218 hedge funds and large institutions have $1.25B invested in Capital Group Core Balanced ETF in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 130 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

465% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 23

308% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 12

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

18% more funds holding

Funds holding: 185218 (+33)

0.53% more ownership

Funds ownership: 67.91%68.44% (+0.53%)

40% less capital invested

Capital invested by funds: $2.09B → $1.25B (-$835M)

Holders
218
Holders Change
+33
Holders Change %
+17.84%
% of All Funds
2.92%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
49
Increased
130
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIP
76
HUB Investment Partners
Texas
$2.28M +$415K +13,079 +22%
CF
77
Centaurus Financial
California
$2.26M +$1.19M +37,531 +106%
Truist Financial
78
Truist Financial
North Carolina
$2.24M +$561K +17,680 +32%
MFG
79
Merit Financial Group
Georgia
$2.21M +$2.26M +71,281 New
CFA
80
CWS Financial Advisors
Michigan
$2.19M +$848K +26,718 +61%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$2.11M +$414K +13,045 +24%
SW
82
StrongBox Wealth
Missouri
$1.98M +$2.03M +63,972 New
Comerica Bank
83
Comerica Bank
Texas
$1.95M -$41.7K -1,313 -2%
BFG
84
Bleakley Financial Group
New Jersey
$1.92M +$378K +11,917 +24%
Koshinski Asset Management
85
Koshinski Asset Management
Illinois
$1.91M +$777K +24,476 +66%
PFS
86
Prospera Financial Services
Texas
$1.91M +$854K +26,894 +78%
AFA
87
AA Financial Advisors
Ohio
$1.82M -$157K -4,944 -8%
RW
88
Rockport Wealth
Ohio
$1.79M -$1.27M -40,000 -41%
EFS
89
Essex Financial Services
Connecticut
$1.78M +$480K +15,129 +36%
DFA
90
Davies Financial Advisors
California
$1.75M -$79.1K -2,493 -4%
AAS
91
Ameritas Advisory Services
Nebraska
$1.74M +$68.1K +2,146 +4%
VVP
92
Venture Visionary Partners
Ohio
$1.73M +$348K +10,954 +24%
DC
93
Dahring Cusmano
Michigan
$1.65M +$1.19M +37,565 +241%
WAM
94
WNY Asset Management
New York
$1.48M +$760K +23,932 +100%
VA
95
Valmark Advisers
Ohio
$1.47M +$776K +24,454 +106%
RA
96
RFG Advisory
Alabama
$1.45M +$18.9K +594 +1%
NA
97
Nautilus Advisors
California
$1.43M +$49K +1,545 +3%
SPIA
98
Steward Partners Investment Advisory
New York
$1.4M +$548K +17,265 +62%
Citadel Advisors
99
Citadel Advisors
Florida
$1.39M -$151K -4,752 -10%
OL
100
Owen LaRue
Kentucky
$1.36M -$618K -19,482 -31%

CGBL Hedge Fund Activity: Q1 2025 in Review

218 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q1 2025, worth a combined $1.25B — down 40% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new CGBL positions and 12 closed out — a net gain of 37 holders — while 130 added to existing stakes and 23 trimmed.

The largest buyer was LPL Financial, adding an estimated $54.5M. The largest seller was Advisory Services Network, cutting an estimated $2.69M.

  • 218 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q1 2025, up from 185 in Q4 2024.
  • Funds reported $1.25B of Capital Group Core Balanced ETF stock for Q1 2025, down 40% quarter-over-quarter.
  • 49 funds opened new Capital Group Core Balanced ETF positions in Q1 2025 and 12 closed out, a net change of +37 holders.
  • The largest Capital Group Core Balanced ETF buyer in Q1 2025 was LPL Financial, an estimated $54.5M added.
  • The largest Capital Group Core Balanced ETF seller in Q1 2025 was Advisory Services Network, an estimated $2.69M sold.

Based on aggregated 13F filings for Q1 2025.