Capital Group Core Balanced ETF
CGBL
CGBL
216 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 47 funds opening new positions, 130 increasing their positions, 23 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
0.48% more ownership
Funds ownership: 67.91% → 68.39% (+0.48%)
40% less capital invested
Capital invested by funds: $2.09B → $1.25B (-$836M)
Holders
216
Holding in Top 10
10
Calls
–
Puts
–
Top Buyers
| 1 | +$53.2M | |
| 2 | +$23.5M | |
| 3 | +$20.2M | |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$18.2M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$16.3M |
Top Sellers
| 1 | -$2.62M | |
| 2 | -$1.9M | |
| 3 | -$1.24M | |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.03M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$731K |