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Capital Group Core Balanced ETF

218 hedge funds and large institutions have $1.25B invested in Capital Group Core Balanced ETF in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 130 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

465% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 23

308% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 12

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

18% more funds holding

Funds holding: 185218 (+33)

0.53% more ownership

Funds ownership: 67.91%68.44% (+0.53%)

40% less capital invested

Capital invested by funds: $2.09B → $1.25B (-$835M)

Holders
218
Holders Change
+33
Holders Change %
+17.84%
% of All Funds
2.92%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
49
Increased
130
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UPS
151
UHLMANN PRICE SECURITIES
Illinois
$418K +$133K +4,186 +45%
STA
152
Smith Thornton Advisors
Alabama
$413K +$53.9K +1,699 +15%
CA
153
Carson Advisory
Georgia
$405K -$8.82K -278 -2%
LWM
154
Lodestone Wealth Management
Washington
$399K +$96.1K +3,028 +31%
RIS
155
Richmond Investment Services
Wisconsin
$398K -$182K -5,731 -31%
SFC
156
Strategic Financial Concepts
Texas
$389K +$399K +12,565 New
FPAS
157
Focus Partners Advisor Solutions
Missouri
$383K +$392K +12,349 New
CFG
158
Certior Financial Group
Pennsylvania
$376K +$17.9K +565 +5%
SGI
159
Summit Global Investments
Utah
$366K +$59.9K +1,886 +19%
AFP
160
Ausdal Financial Partners
Iowa
$360K +$369K +11,618 New
KJWM
161
Kiley Juergens Wealth Management
Washington
$352K +$360K +11,347 New
QFPS
162
Quantum Financial Planning Services
Washington
$333K -$295K -9,304 -46%
MCA
163
Magnolia Capital Advisors
Mississippi
$333K +$341K +10,738 New
HP
164
Holistic Planning
Texas
$328K
DWM
165
Diversify Wealth Management
Utah
$323K +$331K +10,444 New
VC
166
Vicus Capital
Pennsylvania
$318K +$326K +10,267 New
MFG
167
Mission Financial Group
Nevada
$316K +$292K +9,187 New
AWM
168
Axxcess Wealth Management
California
$309K +$317K +9,978 New
CRI
169
Colonial River Investments
Virginia
$309K +$317K +9,978 New
PTC
170
Private Trust Company
Ohio
$306K +$6.03K +190 +2%
HH
171
Hilltop Holdings
Texas
$302K
TCG
172
Transcendent Capital Group
Oklahoma
$299K +$70.3K +2,214 +30%
HFA
173
High Falls Advisors
New York
$298K
MWM
174
Modern Wealth Management
Kansas
$295K +$39.4K +1,240 +15%
PRI
175
Prepared Retirement Institute
Pennsylvania
$294K +$301K +9,490 New

CGBL Hedge Fund Activity: Q1 2025 in Review

218 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q1 2025, worth a combined $1.25B — down 40% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new CGBL positions and 12 closed out — a net gain of 37 holders — while 130 added to existing stakes and 23 trimmed.

The largest buyer was LPL Financial, adding an estimated $54.5M. The largest seller was Advisory Services Network, cutting an estimated $2.69M.

  • 218 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q1 2025, up from 185 in Q4 2024.
  • Funds reported $1.25B of Capital Group Core Balanced ETF stock for Q1 2025, down 40% quarter-over-quarter.
  • 49 funds opened new Capital Group Core Balanced ETF positions in Q1 2025 and 12 closed out, a net change of +37 holders.
  • The largest Capital Group Core Balanced ETF buyer in Q1 2025 was LPL Financial, an estimated $54.5M added.
  • The largest Capital Group Core Balanced ETF seller in Q1 2025 was Advisory Services Network, an estimated $2.69M sold.

Based on aggregated 13F filings for Q1 2025.