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Capital Group Core Balanced ETF
CGBL

40 hedge funds and large institutions have $79.9M invested in Capital Group Core Balanced ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 1

700% more funds holding

Funds holding: 5 → 40 (+35)

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

167% more capital invested

Capital invested by funds: $30M → $79.9M (+$49.9M)

26.56% less ownership

Funds ownership: 99.99% → 73.43% (-27%)

Holders
40
Holders Change
+35
Holders Change %
+700%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.77M
2
OMC
Old Mission Capital
Illinois
+$5.22M
3
Osaic Holdings
Osaic Holdings
Arizona
+$5.07M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.88M
5
KAS
Kestra Advisory Services
Texas
+$3.45M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$5.79M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$250
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital International Investors
1
Capital International Investors
California
$26.2M -$5.79M -225,000 -19%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.13M +$5.77M +224,329 New
OMC
3
Old Mission Capital
Illinois
$5.78M +$5.22M +202,983 +2,388%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.4M +$5.07M +196,843 +29,780%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.12M +$3.88M +150,801 New
KAS
6
Kestra Advisory Services
Texas
$3.66M +$3.45M +134,039 New
CGPCS
7
Capital Group Private Client Services
California
$2.98M +$2.81M +109,081 New
JAWM
8
J. Arnold Wealth Management
Ohio
$2.8M +$2.63M +102,327 New
SS
9
Sunbelt Securities
Texas
$2.73M +$2.39M +92,961 +1,374%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$1.8M +$1.7M +65,965 New
TFG
11
Taylor Financial Group
Virginia
$1.72M +$1.62M +62,954 New
CWS
12
Confluence Wealth Services
Pennsylvania
$1.57M +$1.47M +57,300 New
MML Investors Services
13
MML Investors Services
Massachusetts
$1.42M +$1.33M +51,771 New
WWP
14
WR Wealth Planners
Missouri
$1.41M +$1.33M +51,564 New
BFEC
15
Benjamin F. Edwards & Company
Missouri
$1.3M +$1.22M +47,589 New
ACA
16
Aptus Capital Advisors
Alabama
$1.22M +$1.15M +44,606 New
ASN
17
Advisory Services Network
Georgia
$1.21M +$1.14M +44,423 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.09M +$1.02M +39,773 New
FFS
19
Founders Financial Securities
Maryland
$976K +$919K +35,710 New
HI
20
Harbour Investments
Wisconsin
$685K +$645K +25,052 New
Citadel Advisors
21
Citadel Advisors
Florida
$671K +$632K +24,560 New
VVP
22
Venture Visionary Partners
Ohio
$642K +$605K +23,490 New
LNC
23
Lincoln National Corp
Pennsylvania
$556K +$524K +20,347 New
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$448K +$421K +16,373 New
AFM
25
Armstrong Fleming & Moore
District of Columbia
$420K +$395K +15,364 New
1
2

CGBL Hedge Fund Activity: Q4 2023 in Review

40 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q4 2023, worth a combined $79.9M — up 167% from $30M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new CGBL positions and 1 closed out — a net gain of 35 holders — while 3 added to existing stakes and 1 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $5.77M. The largest seller was Capital International Investors, cutting an estimated $5.79M.

  • 40 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q4 2023, up from 5 in Q3 2023.
  • Funds reported $79.9M of Capital Group Core Balanced ETF stock for Q4 2023, up 167% quarter-over-quarter.
  • 36 funds opened new Capital Group Core Balanced ETF positions in Q4 2023 and 1 closed out, a net change of +35 holders.
  • The largest Capital Group Core Balanced ETF buyer in Q4 2023 was Cambridge Investment Research Advisors, an estimated $5.77M added.
  • The largest Capital Group Core Balanced ETF seller in Q4 2023 was Capital International Investors, an estimated $5.79M sold.

Based on aggregated 13F filings for Q4 2023.