Capital Group Core Balanced ETF
CGBL
CGBL
240 hedge funds and large institutions have $1.74B invested in Capital Group Core Balanced ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 146 increasing their positions, 41 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
12% more funds holding
Funds holding: 215 → 240 (+25)
2.05% more ownership
Funds ownership: 68.38% → 70.43% (+2.1%)
Holders
240
Holding in Top 10
12
Calls
–
Puts
–
Top Buyers
| 1 | +$65M | |
| 2 | +$49.9M | |
| 3 | +$33.2M | |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$26.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$20.5M |
Top Sellers
| 1 | -$6.64M | |
| 2 | -$5.29M | |
| 3 | -$4.72M | |
| 4 |
CMAI
Capital Management Associates Inc
Minneapolis,
Minnesota
|
-$4.23M |
| 5 |
PWA
PCG Wealth Advisors
Overland Park,
Kansas
|
-$4.07M |
