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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
IWM
176
IHT Wealth Management
Illinois
$273K
SWM
177
Spire Wealth Management
Virginia
$267K
NEWAS
178
N.E.W. Advisory Services
Wisconsin
$265K +$271K +8,540 New
SA
179
Sanctuary Advisors
Indiana
$265K +$271K +8,540 New
DAS
180
Dynamic Advisor Solutions
Arizona
$260K +$19.8K +623 +8%
WF
181
Warner Financial
Maryland
$254K +$29K +913 +13%
AIFS
182
A&I Financial Services
Colorado
$253K +$11.3K +355 +5%
HAS
183
HBW Advisory Services
California
$248K +$44.6K +1,405 +21%
FMN
184
Financial Management Network
California
$242K +$265K +8,347 New
VWWMG
185
Vermillion & White Wealth Management Group
Pennsylvania
$242K +$248K +7,801 New
TI
186
tru Independence
Oregon
$240K +$20K +630 +9%
NFG
187
Nations Financial Group
Iowa
$239K +$3.17K +100 +1%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$237K +$243K +7,662 New
CIAS
189
Capital Investment Advisory Services
North Carolina
$235K +$241K +7,601 New
TF
190
Tudor Financial
Ohio
$234K +$34.8K +1,096 +17%
RIL
191
Rothschild Investment LLC
Illinois
$234K
KFGK
192
Keystone Financial Group (Kentucky)
Kentucky
$232K +$238K +7,493 New
CSP
193
Cary Street Partners
Virginia
$231K
CA
194
Claro Advisors
Massachusetts
$206K
HPC
195
Hobart Private Capital
North Carolina
$205K +$3.84K +121 +2%
SA
196
Sovran Advisors
California
$201K +$214K +6,730 New
TWC
197
TD Waterhouse Canada
Ontario, Canada
$175K
TSMHT
198
Thurston Springer Miller Herd & Titak
Indiana
$146K +$42.1K +1,327 +39%
AF
199
Allworth Financial
California
$131K +$31.7K +1,000 +31%
RMP
200
Richards, Merrill & Peterson
Washington
$81.3K

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.