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Capital Group Core Balanced ETF
CGBL

Overview Fund Trends Analyst Outlook Journalist POV

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.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership: →

Holders
5
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$29.6M
2
+$212K
3
+$169K
4
Osaic Holdings
Osaic Holdings
Arizona
+$16.5K
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$250

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$29.6M
2
$212K
3
$169K
4
$16.5K
5
$250