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Capital Group Core Balanced ETF
CGBL

Overview Fund Activity

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
Holders
136
Holders Change
+28
Holders Change %
+25.93%
% of All Funds
1.97%
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

1
LPL Financial
1
LPL Financial
California
$78M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$35.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$39M
4
RJA
4
Raymond James & Associates
Florida
$15.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$50.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$9.53M
2
RW
2
Rockport Wealth
Ohio
$279K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
OMC
4
Old Mission Capital
Illinois
$632K
5
SS
5
Sunbelt Securities
Texas
$4.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
101
Smith Thornton Advisors
Alabama
$355K +$355K +11,441 New
HIP
102
HUB Investment Partners
Texas
$332K +$332K +10,686 New
MCA
103
MSH Capital Advisors
Arizona
$321K +$83K +2,672 +35%
TSWM
104
Tyler-Stone Wealth Management
Ohio
$318K +$318K +10,240 New
HH
105
Hilltop Holdings
Texas
$303K – – –
CA
106
Continuum Advisory
Idaho
$301K +$188K +5,990 +167%
LWM
107
Lodestone Wealth Management
Washington
$289K +$60.6K +1,951 +27%
UPS
108
UHLMANN PRICE SECURITIES
Illinois
$287K +$287K +9,230 New
RW
109
Rockport Wealth
Ohio
$279K -$4.02M -129,355 -93%
CIAS
110
CFS Investment Advisory Services
New Jersey
$266K +$266K +8,575 New
HP
111
Holistic Planning
Texas
$263K +$263K +8,485 New
SWP
112
Stratos Wealth Partners
Ohio
$262K +$262K +8,447 New
LA
113
Latitude Advisors
Florida
$256K +$342 +11 +0.1%
GWP
114
Gateway Wealth Partners
Wisconsin
$254K +$254K +8,181 New
DAS
115
Dynamic Advisor Solutions
Arizona
$251K -$10.6K -342 -4%
RIL
116
Rothschild Investment LLC
Illinois
$247K +$149K +4,800 +152%
TI
117
tru Independence
Oregon
$220K +$220K +7,085 New
HPC
118
Hobart Private Capital
North Carolina
$210K +$210K +6,751 New
SGI
119
Summit Global Investments
Utah
$209K +$209K +6,744 New
PTC
120
Private Trust Company
Ohio
$205K +$44.7K +1,441 +28%
TCG
121
Transcendent Capital Group
Oklahoma
$196K – – –
ATS
122
Ashton Thomas Securities
New York
$141K +$141K +4,539 New
HGA
123
Hobbs Group Advisors
South Carolina
$99.9K +$71.9K +2,317 +257%
AF
124
Advisornet Financial
Minnesota
$99.1K +$56.4K +1,818 +132%
TSMHT
125
Thurston Springer Miller Herd & Titak
Indiana
$75.1K +$373 +12 +0.5%
2 3 4
5
6