Capital Group Core Balanced ETF
CGBL
CGBL
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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
36% more funds holding
Funds holding: 136 → 185 (+49)
1.99% less ownership
Funds ownership: 69.9% → 67.91% (-2%)
Holders
185
Holding in Top 10
7
Calls
–
Puts
–
Top Buyers
| 1 | +$261M | |
| 2 | +$39.8M | |
| 3 | +$24M | |
| 4 |
Morgan Stanley
New York
|
+$17.7M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$13.7M |
Top Sellers
| 1 | -$8.33M | |
| 2 | -$3.2M | |
| 3 | -$2.58M | |
| 4 |
WWP
WR Wealth Planners
Columbia,
Missouri
|
-$2.5M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$632K |