Capital Group Core Balanced ETF
CGBL
CGBL
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
Holders
185
Holders Change
+49
Holders Change %
+36.03%
% of All Funds
2.46%
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
–
Top Buyers
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
+$261M |
| 2 |
LPL Financial
San Diego,
California
|
+$39.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$24M |
| 4 |
Morgan Stanley
New York
|
+$17.7M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$13.7M |
Top Sellers
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$8.33M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.2M |
| 3 |
Jane Street
New York
|
-$2.58M |
| 4 |
WWP
WR Wealth Planners
Columbia,
Missouri
|
-$2.5M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$632K |
