We are live on ! Find out more
CGBL icon

Capital Group Core Balanced ETF

218 hedge funds and large institutions have $1.25B invested in Capital Group Core Balanced ETF in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 130 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

465% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 23

308% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 12

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

18% more funds holding

Funds holding: 185218 (+33)

0.53% more ownership

Funds ownership: 67.91%68.44% (+0.53%)

40% less capital invested

Capital invested by funds: $2.09B → $1.25B (-$835M)

Holders
218
Holders Change
+33
Holders Change %
+17.84%
% of All Funds
2.92%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
49
Increased
130
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$171M +$54.5M +1,717,432 +45%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$97.5M +$24.1M +758,018 +32%
Morgan Stanley
3
Morgan Stanley
New York
$68.1M +$11.9M +376,059 +21%
ACM
4
Advance Capital Management
Michigan
$67.4M +$509K +16,023 +0.7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$56.4M +$18.7M +588,909 +48%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$53.8M +$4.59M +144,531 +9%
Osaic Holdings
7
Osaic Holdings
Arizona
$50.6M +$14.4M +453,466 +38%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$48.2M +$16.7M +527,719 +51%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$48M +$8.81M +277,492 +22%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$46.8M +$4.57M +143,954 +11%
Raymond James Financial
11
Raymond James Financial
Florida
$32.4M +$6.46M +203,604 +24%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$22.2M +$20.6M +650,654 +1,006%
DJSG
13
D.J. St. Germain
Massachusetts
$21.9M +$4.21M +132,525 +23%
KAS
14
Kestra Advisory Services
Texas
$20.8M -$1.05M -33,122 -5%
MML Investors Services
15
MML Investors Services
Massachusetts
$17.5M +$3.01M +94,950 +20%
Mariner
16
Mariner
Kansas
$16.3M +$2.69M +84,699 +19%
PAG
17
Private Advisor Group
New Jersey
$11.5M +$1.64M +51,827 +16%
BWM
18
Base Wealth Management
Florida
$11.2M +$11.5M +362,371 New
GFG
19
Greenbush Financial Group
New York
$10.3M +$349K +11,002 +3%
HI
20
Harbour Investments
Wisconsin
$9.85M +$1.5M +47,319 +17%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$9.82M +$5.73M +180,529 +132%
CMAI
22
Capital Management Associates Inc
Minnesota
$9.69M +$6.62M +208,465 +200%
SAM
23
Smartleaf Asset Management
Massachusetts
$9.2M +$2.02M +63,794 +27%
HTWM
24
Hartmann Taylor Wealth Management
Texas
$9.03M +$9.25M +291,584 New
Jane Street
25
Jane Street
New York
$8.71M +$1.81M +57,029 +25%

CGBL Hedge Fund Activity: Q1 2025 in Review

218 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q1 2025, worth a combined $1.25B — down 40% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new CGBL positions and 12 closed out — a net gain of 37 holders — while 130 added to existing stakes and 23 trimmed.

The largest buyer was LPL Financial, adding an estimated $54.5M. The largest seller was Advisory Services Network, cutting an estimated $2.69M.

  • 218 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q1 2025, up from 185 in Q4 2024.
  • Funds reported $1.25B of Capital Group Core Balanced ETF stock for Q1 2025, down 40% quarter-over-quarter.
  • 49 funds opened new Capital Group Core Balanced ETF positions in Q1 2025 and 12 closed out, a net change of +37 holders.
  • The largest Capital Group Core Balanced ETF buyer in Q1 2025 was LPL Financial, an estimated $54.5M added.
  • The largest Capital Group Core Balanced ETF seller in Q1 2025 was Advisory Services Network, an estimated $2.69M sold.

Based on aggregated 13F filings for Q1 2025.