Capital Group Core Balanced ETF
CGBL
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.
Holders
108
Holders Change
+35
Holders Change %
+47.95%
% of All Funds
1.57%
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
| 1 |
1
LPL Financial
San Diego,
California
|
$43.1M |
| 2 |
2
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.2M |
| 3 |
3
Envestnet Asset Management
Chicago,
Illinois
|
$34.3M |
| 4 |
4
Morgan Stanley
New York
|
$22.1M |
| 5 |
5
Jane Street
New York
|
$13.2M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
IA
101
IFP Advisors
Tampa,
Florida
| $32.5K | +$32.5K | +1,093 | New |
|
|
HGA
102
Hobbs Group Advisors
Columbia,
South Carolina
| $26.8K | +$26.8K | +900 | New |
|
|
TWC
103
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $25.2K | +$25.2K | +850 | New |
|
|
IHWM
104
Iron Horse Wealth Management
Johston,
Iowa
| $23.8K | – | – | – |
|
105
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $11.4K | +$11.4K | +385 | New |
|
|
BIA
106
Bell Investment Advisors
Oakland,
California
| $1.35K | – | – | – |
|
|
FHC
107
First Heartland Consultants
Lake St. Louis,
Missouri
| $270 | +$270 | +9,067 | New |
|
108
Wells Fargo
San Francisco,
California
| $21 | +$21 | +1 | New |
|
109
Goldman Sachs
New York
| – | -$1.75M | -60,000 | Closed |
|
|
ACA
110
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$1.7M | -58,336 | Closed |
|
|
LNC
111
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$956K | -32,836 | Closed |
|
|
PCM
112
Penserra Capital Management
Orinda,
California
| – | -$7K | -267 | Closed |
|