Capital Group Core Balanced ETF
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.
900% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 4
430% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 10
94% more capital invested
Capital invested by funds: $219M → $426M (+$207M)
48% more funds holding
Funds holding: 73 → 108 (+35)
8.77% more ownership
Funds ownership: 72.71% → 81.48% (+8.8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$33.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$33.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$31M |
| 4 |
Morgan Stanley
New York
|
+$19.3M |
| 5 |
Jane Street
New York
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$21M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.61M |
| 3 |
Goldman Sachs
New York
|
-$1.75M |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$1.7M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$956K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
101
IFP Advisors
Tampa,
Florida
| $32.5K | +$31.7K | +1,093 | New |
|
|
HGA
102
Hobbs Group Advisors
Columbia,
South Carolina
| $26.8K | +$26.1K | +900 | New |
|
|
TWC
103
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $25.2K | +$24.7K | +850 | New |
|
|
IHWM
104
Iron Horse Wealth Management
Johston,
Iowa
| $23.8K | – | – | – |
|
105
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $11.4K | +$11.2K | +385 | New |
|
|
BIA
106
Bell Investment Advisors
Oakland,
California
| $1.35K | – | – | – |
|
|
FHC
107
First Heartland Consultants
Lake St. Louis,
Missouri
| $270 | +$263K | +9,067 | New |
|
108
Wells Fargo
San Francisco,
California
| $21 | +$29 | +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 |
|
CGBL Hedge Fund Activity: Q2 2024 in Review
108 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q2 2024, worth a combined $426M — up 94% from $219M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new CGBL positions and 4 closed out — a net gain of 36 holders — while 53 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $33.2M. The largest seller was Capital International Investors, cutting an estimated $21M.
- 108 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q2 2024, up from 73 in Q1 2024.
- Funds reported $426M of Capital Group Core Balanced ETF stock for Q2 2024, up 94% quarter-over-quarter.
- 40 funds opened new Capital Group Core Balanced ETF positions in Q2 2024 and 4 closed out, a net change of +36 holders.
- The largest Capital Group Core Balanced ETF buyer in Q2 2024 was LPL Financial, an estimated $33.2M added.
- The largest Capital Group Core Balanced ETF seller in Q2 2024 was Capital International Investors, an estimated $21M sold.
Based on aggregated 13F filings for Q2 2024.