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Capital Group Core Balanced ETF
CGBL

108 hedge funds and large institutions have $426M invested in Capital Group Core Balanced ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 53 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 4

430% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 10

94% more capital invested

Capital invested by funds: $219M → $426M (+$207M)

48% more funds holding

Funds holding: 73 → 108 (+35)

8.77% more ownership

Funds ownership: 72.71% → 81.48% (+8.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
108
Holders Change
+35
Holders Change %
+47.95%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
53
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$33.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$33.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$31M
4
Morgan Stanley
Morgan Stanley
New York
+$19.3M
5
Jane Street
Jane Street
New York
+$12.7M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$21M
2
OMC
Old Mission Capital
Illinois
-$3.61M
3
Goldman Sachs
Goldman Sachs
New York
-$1.75M
4
ACA
Aptus Capital Advisors
Alabama
-$1.7M
5
LNC
Lincoln National Corp
Pennsylvania
-$956K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Advance Capital Management
Michigan
$60M +$2.82M +97,167 +5%
LPL Financial
2
LPL Financial
California
$43.1M +$33.2M +1,145,222 +377%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$37.2M +$33.1M +1,140,353 +1,044%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$34.3M +$31M +1,067,655 +1,230%
Morgan Stanley
5
Morgan Stanley
New York
$22.1M +$19.3M +666,200 +868%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$21M -$381K -13,114 -2%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$20.2M +$5.38M +185,251 +38%
Osaic Holdings
8
Osaic Holdings
Arizona
$18.6M +$2.47M +84,981 +16%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$15.5M +$10.4M +357,429 +217%
Jane Street
10
Jane Street
New York
$13.2M +$12.7M +436,084 +5,118%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$11.9M +$11.6M +400,367 New
DJSG
12
D.J. St. Germain
Massachusetts
$11.6M +$11.4M +391,664 New
KAS
13
Kestra Advisory Services
Texas
$6.88M +$2.73M +94,062 +69%
MML Investors Services
14
MML Investors Services
Massachusetts
$6.11M +$4.12M +142,049 +224%
CIA
15
Concurrent Investment Advisors
Florida
$5.87M +$5.73M +197,479 New
SS
16
Sunbelt Securities
Texas
$5.56M +$464K +15,978 +9%
DADC
17
D.A. Davidson & Co
Montana
$5.31M +$1.12M +38,431 +27%
Mariner
18
Mariner
Kansas
$4.23M +$1.33M +45,799 +48%
RW
19
Rockport Wealth
Ohio
$4.11M +$1.2M +41,425 +43%
HI
20
Harbour Investments
Wisconsin
$3.83M +$1.56M +53,789 +72%
WWP
21
WR Wealth Planners
Missouri
$3.75M -$27.7K -955 -0.8%
CGPCS
22
Capital Group Private Client Services
California
$3.24M -$83.7K -2,885 -3%
ASN
23
Advisory Services Network
Georgia
$3.16M +$1.39M +47,972 +82%
AAS
24
Ameritas Advisory Services
Nebraska
$2.56M +$2.11M +72,686 +540%
HighTower Advisors
25
HighTower Advisors
Illinois
$2.37M -$27.8K -956 -1%
1
2 3 4 5

CGBL Hedge Fund Activity: Q2 2024 in Review

108 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q2 2024, worth a combined $426M — up 94% from $219M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CGBL positions and 4 closed out — a net gain of 36 holders — while 53 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $33.2M. The largest seller was Capital International Investors, cutting an estimated $21M.

  • 108 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q2 2024, up from 73 in Q1 2024.
  • Funds reported $426M of Capital Group Core Balanced ETF stock for Q2 2024, up 94% quarter-over-quarter.
  • 40 funds opened new Capital Group Core Balanced ETF positions in Q2 2024 and 4 closed out, a net change of +36 holders.
  • The largest Capital Group Core Balanced ETF buyer in Q2 2024 was LPL Financial, an estimated $33.2M added.
  • The largest Capital Group Core Balanced ETF seller in Q2 2024 was Capital International Investors, an estimated $21M sold.

Based on aggregated 13F filings for Q2 2024.