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Capital Group Core Balanced ETF

185 hedge funds and large institutions have $2.09B invested in Capital Group Core Balanced ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 108 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

731% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 13

729% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 7

600% more funds holding in top 10

Funds holding in top 10: 17 (+6)

220% more capital invested

Capital invested by funds: $653M → $2.09B (+$1.43B)

36% more funds holding

Funds holding: 136185 (+49)

1.99% less ownership

Funds ownership: 69.9%67.91% (-2%)

Holders
185
Holders Change
+49
Holders Change %
+36.03%
% of All Funds
2.44%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.09%
New
58
Increased
108
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.16B +$264K +8,353 +29%
LPL Financial
2
LPL Financial
California
$118M +$40.2M +1,274,153 +51%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$74.7M +$24.2M +766,049 +47%
ACM
4
Advance Capital Management
Michigan
$67.6M +$2.08M +65,778 +3%
Morgan Stanley
5
Morgan Stanley
New York
$57M +$17.9M +566,118 +45%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$49.8M +$13.9M +439,417 +38%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$42.7M -$3.23M -102,227 -7%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$39.8M +$10M +317,316 +33%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$38.6M +$10.8M +343,818 +39%
Osaic Holdings
10
Osaic Holdings
Arizona
$36.8M +$11.9M +376,918 +47%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$32.1M +$9.44M +299,033 +41%
Raymond James Financial
12
Raymond James Financial
Florida
$26.4M +$26.6M +843,786 New
KAS
13
Kestra Advisory Services
Texas
$22.1M +$4.12M +130,605 +23%
DJSG
14
D.J. St. Germain
Massachusetts
$17.9M +$3.3M +104,540 +22%
MML Investors Services
15
MML Investors Services
Massachusetts
$14.7M +$7.2M +228,236 +94%
Mariner
16
Mariner
Kansas
$13.8M +$7.31M +231,494 +111%
GFG
17
Greenbush Financial Group
New York
$10.1M +$10.2M +322,336 New
PAG
18
Private Advisor Group
New Jersey
$9.95M +$1.74M +55,001 +21%
HI
19
Harbour Investments
Wisconsin
$8.46M +$1.51M +47,745 +21%
ASN
20
Advisory Services Network
Georgia
$8.43M +$5.15M +163,277 +154%
SAM
21
Smartleaf Asset Management
Massachusetts
$7.3M +$679K +21,501 +10%
Jane Street
22
Jane Street
New York
$7.01M -$2.6M -82,540 -27%
CWS
23
Confluence Wealth Services
Pennsylvania
$6.92M +$4.86M +154,001 +252%
DADC
24
D.A. Davidson & Co
Montana
$6.58M +$467K +14,796 +8%
CIA
25
Concurrent Investment Advisors
Florida
$5.99M -$94.6K -2,997 -2%

CGBL Hedge Fund Activity: Q4 2024 in Review

185 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q4 2024, worth a combined $2.09B — up 220% from $653M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new CGBL positions and 7 closed out — a net gain of 51 holders — while 108 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $40.2M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $8.33M sold.

  • 185 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q4 2024, up from 136 in Q3 2024.
  • Funds reported $2.09B of Capital Group Core Balanced ETF stock for Q4 2024, up 220% quarter-over-quarter.
  • 58 funds opened new Capital Group Core Balanced ETF positions in Q4 2024 and 7 closed out, a net change of +51 holders.
  • The largest Capital Group Core Balanced ETF buyer in Q4 2024 was LPL Financial, an estimated $40.2M added.
  • The largest Capital Group Core Balanced ETF seller in Q4 2024 was Flow Traders U.S., an estimated $8.33M sold.

Based on aggregated 13F filings for Q4 2024.