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Capital Group Core Balanced ETF

185 hedge funds and large institutions have $2.09B invested in Capital Group Core Balanced ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 108 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

731% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 13

729% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 7

600% more funds holding in top 10

Funds holding in top 10: 17 (+6)

220% more capital invested

Capital invested by funds: $653M → $2.09B (+$1.43B)

36% more funds holding

Funds holding: 136185 (+49)

1.99% less ownership

Funds ownership: 69.9%67.91% (-2%)

Holders
185
Holders Change
+49
Holders Change %
+36.03%
% of All Funds
2.44%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.09%
New
58
Increased
108
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
151
Orion Portfolio Solutions
Nebraska
$264K +$267K +8,450 New
MWM
152
Modern Wealth Management
Kansas
$259K +$261K +8,280 New
AIFS
153
A&I Financial Services
Colorado
$245K +$247K +7,824 New
DAS
154
Dynamic Advisor Solutions
Arizona
$243K -$9.12K -289 -4%
NFG
155
Nations Financial Group
Iowa
$238K +$240K +7,601 New
RIL
156
Rothschild Investment LLC
Illinois
$236K -$12.6K -400 -5%
GSEP
157
Golden State Equity Partners
California
$235K +$237K +7,503 New
CSP
158
Cary Street Partners
Virginia
$233K +$235K +7,451 New
TCG
159
Transcendent Capital Group
Oklahoma
$233K +$35.4K +1,122 +18%
WF
160
Warner Financial
Maryland
$227K +$230K +7,275 New
TI
161
tru Independence
Oregon
$223K +$1.45K +46 +0.6%
FWM
162
FFT Wealth Management
Pennsylvania
$221K +$223K +7,079 New
EA
163
Eclectic Associates
California
$211K +$213K +6,750 New
CA
164
Claro Advisors
Massachusetts
$207K +$209K +6,635 New
HAS
165
HBW Advisory Services
California
$206K +$208K +6,592 New
HPC
166
Hobart Private Capital
North Carolina
$203K -$8.11K -257 -4%
TF
167
Tudor Financial
Ohio
$202K +$204K +6,462 New
TWC
168
TD Waterhouse Canada
Ontario, Canada
$176K +$151K +4,795 +564%
TSMHT
169
Thurston Springer Miller Herd & Titak
Indiana
$106K +$30.4K +962 +40%
AF
170
Allworth Financial
California
$105K +$103K +3,276 New
RMP
171
Richards, Merrill & Peterson
Washington
$82.1K +$82.8K +2,625 New
GRP
172
Global Retirement Partners
California
$77.7K +$63.3K +2,007 +421%
PMFA
173
Plante Moran Financial Advisors
Michigan
$75K
CAWM
174
Capital A Wealth Management
Pennsylvania
$63.8K +$64.4K +2,040 New
AI
175
Arvest Investments
Arkansas
$55.2K

CGBL Hedge Fund Activity: Q4 2024 in Review

185 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q4 2024, worth a combined $2.09B — up 220% from $653M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new CGBL positions and 7 closed out — a net gain of 51 holders — while 108 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $40.2M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $8.33M sold.

  • 185 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q4 2024, up from 136 in Q3 2024.
  • Funds reported $2.09B of Capital Group Core Balanced ETF stock for Q4 2024, up 220% quarter-over-quarter.
  • 58 funds opened new Capital Group Core Balanced ETF positions in Q4 2024 and 7 closed out, a net change of +51 holders.
  • The largest Capital Group Core Balanced ETF buyer in Q4 2024 was LPL Financial, an estimated $40.2M added.
  • The largest Capital Group Core Balanced ETF seller in Q4 2024 was Flow Traders U.S., an estimated $8.33M sold.

Based on aggregated 13F filings for Q4 2024.