Capital Group Core Balanced ETF
CGBL
255 hedge funds and large institutions have $2.48B invested in Capital Group Core Balanced ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 189 increasing their positions, 24 reducing their positions, and 14 closing their positions.
688% more repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 24
121% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 14
42% more capital invested
Capital invested by funds: $1.74B → $2.48B (+$736M)
5% more funds holding
Funds holding: 243 → 255 (+12)
2.35% more ownership
Funds ownership: 70.49% → 72.84% (+2.3%)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Advance Capital Management
Southfield,
Michigan
|
+$224M |
| 2 |
LPL Financial
San Diego,
California
|
+$81.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$44.6M |
| 4 |
Morgan Stanley
New York
|
+$36.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$33.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$10.2M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$8.68M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$5.34M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$5.31M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$4.08M |
CGBL Hedge Fund Activity: Q3 2025 in Review
255 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q3 2025, worth a combined $2.48B — up 42% from $1.74B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new CGBL positions and 14 closed out — a net gain of 17 holders — while 189 added to existing stakes and 24 trimmed.
The largest buyer was Advance Capital Management, adding an estimated $224M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $10.2M sold.
- 255 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q3 2025, up from 243 in Q2 2025.
- Funds reported $2.48B of Capital Group Core Balanced ETF stock for Q3 2025, up 42% quarter-over-quarter.
- 31 funds opened new Capital Group Core Balanced ETF positions in Q3 2025 and 14 closed out, a net change of +17 holders.
- The largest Capital Group Core Balanced ETF buyer in Q3 2025 was Advance Capital Management, an estimated $224M added.
- The largest Capital Group Core Balanced ETF seller in Q3 2025 was Susquehanna International Group, an estimated $10.2M sold.
Based on aggregated 13F filings for Q3 2025.