Capital Group Core Balanced ETF
CGBL
5 hedge funds and large institutions have $30M invested in Capital Group Core Balanced ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
99.99% more ownership
Funds ownership: 0% → 99.99% (+100%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$29.6M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$212K |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
+$169K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$16.5K |
| 5 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$250 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Capital International Investors
Los Angeles,
California
| $29.6M | +$29.6M | +1,184,000 | New |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $212K | +$212K | +8,500 | New |
|
|
SS
3
Sunbelt Securities
Houston,
Texas
| $169K | +$169K | +6,764 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $16.5K | +$16.5K | +661 | New |
|
|
CSPIA
5
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $250 | +$250 | +10 | New |
|
CGBL Hedge Fund Activity: Q3 2023 in Review
5 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q3 2023, worth a combined $30M.
Buyers outnumbered sellers: 5 funds opened new CGBL positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Capital International Investors, opening a new position worth an estimated $29.6M.
- 5 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q3 2023, up from 0 in Q2 2023.
- Funds reported $30M of Capital Group Core Balanced ETF stock for Q3 2023.
- 5 funds opened new Capital Group Core Balanced ETF positions in Q3 2023 and 0 closed out, a net change of +5 holders.
- The largest Capital Group Core Balanced ETF buyer in Q3 2023 was Capital International Investors, an estimated $29.6M added.
Based on aggregated 13F filings for Q3 2023.