We are live on ! Find out more
CGBL icon

Capital Group Core Balanced ETF
CGBL

255 hedge funds and large institutions have $2.48B invested in Capital Group Core Balanced ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 189 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

688% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 24

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

42% more capital invested

Capital invested by funds: $1.74B → $2.48B (+$736M)

5% more funds holding

Funds holding: 243 → 255 (+12)

2.35% more ownership

Funds ownership: 70.49% → 72.84% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

Holders
255
Holders Change
+12
Holders Change %
+4.94%
% of All Funds
3.35%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
31
Increased
189
Reduced
24
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Advance Capital Management
Michigan
+$224M
2
LPL Financial
LPL Financial
California
+$81.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$44.6M
4
Morgan Stanley
Morgan Stanley
New York
+$36.5M
5
Wells Fargo
Wells Fargo
California
+$33.2M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$10.2M
2
OMC
Old Mission Capital
Illinois
-$8.68M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$5.34M
4
Mariner
Mariner
Kansas
-$5.31M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
126
Creekside Partners
California
$1.43M +$979K +28,729 +231%
BB
127
Burford Brothers
Texas
$1.41M +$61.5K +1,806 +5%
AAS
128
Ameritas Advisory Services
Nebraska
$1.4M +$225K +6,603 +20%
KWS
129
Keystone Wealth Services
California
$1.4M +$353K +10,350 +35%
HAS
130
HBW Advisory Services
California
$1.39M +$726K +21,319 +114%
VFPW
131
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.33M +$149K +4,388 +13%
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$1.28M +$1.26M +36,900 New
UAG
133
United Advisor Group
Ohio
$1.21M +$214K +6,268 +22%
NA
134
Nautilus Advisors
California
$1.21M +$45K +1,321 +4%
NAS
135
NWF Advisory Services
California
$1.2M +$560K +16,441 +91%
SI
136
Stephens Inc
Arkansas
$1.19M +$771K +22,635 +194%
WWM
137
Western Wealth Management
Colorado
$1.19M +$1.16M +34,161 New
GWP
138
Gateway Wealth Partners
Wisconsin
$1.17M +$304K +8,922 +36%
ATS
139
Ashton Thomas Securities
New York
$1.17M +$130K +3,807 +13%
AF
140
Advisornet Financial
Minnesota
$1.16M +$243K +7,124 +27%
MOS
141
MGO One Seven
Ohio
$1.13M +$40.1K +1,177 +4%
LBC
142
Leigh Baldwin & Co
New York
$1.12M +$47.5K +1,393 +5%
RAG
143
RIA Advisory Group
Iowa
$1.07M -$1.06K -31 -0.1%
SF
144
Summit Financial
New Jersey
$1.06M +$1.04M +30,582 New
AFP
145
Ausdal Financial Partners
Iowa
$1.06M +$574K +16,851 +123%
JWCA
146
J.W. Cole Advisors
Florida
$1.05M +$261K +7,667 +34%
STA
147
Smith Thornton Advisors
Alabama
$1.03M +$325K +9,547 +48%
MSAM
148
Moloney Securities Asset Management
Missouri
$1.01M +$20.5K +602 +2%
IWN
149
Independent Wealth Network
Iowa
$993K +$122K +3,592 +14%
WWA
150
Wisconsin Wealth Advisors
Wisconsin
$989K +$699K +20,520 +258%
4 5
6
7 8

CGBL Hedge Fund Activity: Q3 2025 in Review

255 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q3 2025, worth a combined $2.48B — up 42% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CGBL positions and 14 closed out — a net gain of 17 holders — while 189 added to existing stakes and 24 trimmed.

The largest buyer was Advance Capital Management, adding an estimated $224M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $10.2M sold.

  • 255 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q3 2025, up from 243 in Q2 2025.
  • Funds reported $2.48B of Capital Group Core Balanced ETF stock for Q3 2025, up 42% quarter-over-quarter.
  • 31 funds opened new Capital Group Core Balanced ETF positions in Q3 2025 and 14 closed out, a net change of +17 holders.
  • The largest Capital Group Core Balanced ETF buyer in Q3 2025 was Advance Capital Management, an estimated $224M added.
  • The largest Capital Group Core Balanced ETF seller in Q3 2025 was Susquehanna International Group, an estimated $10.2M sold.

Based on aggregated 13F filings for Q3 2025.