Capital Group Core Balanced ETF
CGBL
CGBL
214 hedge funds and large institutions have $1.24B invested in Capital Group Core Balanced ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 130 increasing their positions, 23 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+29
Holders Change %
+15.68%
% of All Funds
2.91%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.12%
New
45
Increased
130
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$53.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23.5M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$20.2M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$18.2M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$16.3M |
