Capital Group Core Balanced ETF
CGBL
243 hedge funds and large institutions have $1.74B invested in Capital Group Core Balanced ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 148 increasing their positions, 41 reducing their positions, and 12 closing their positions.
261% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 41
217% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 12
39% more capital invested
Capital invested by funds: $1.25B → $1.74B (+$491M)
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
11% more funds holding
Funds holding: 218 → 243 (+25)
2.05% more ownership
Funds ownership: 68.44% → 70.49% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$61.3M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$47.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$31.3M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$25M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.27M |
| 2 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$4.99M |
| 3 |
Jane Street
New York
|
-$4.46M |
| 4 |
PWA
PCG Wealth Advisors
Overland Park,
Kansas
|
-$4.07M |
| 5 |
CMAI
Capital Management Associates Inc
Minneapolis,
Minnesota
|
-$3.99M |
CGBL Hedge Fund Activity: Q2 2025 in Review
243 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q2 2025, worth a combined $1.74B — up 39% from $1.25B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new CGBL positions and 12 closed out — a net gain of 26 holders — while 148 added to existing stakes and 41 trimmed.
The largest buyer was LPL Financial, adding an estimated $61.3M. The largest seller was Osaic Holdings, cutting an estimated $6.27M.
- 243 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q2 2025, up from 218 in Q1 2025.
- Funds reported $1.74B of Capital Group Core Balanced ETF stock for Q2 2025, up 39% quarter-over-quarter.
- 38 funds opened new Capital Group Core Balanced ETF positions in Q2 2025 and 12 closed out, a net change of +26 holders.
- The largest Capital Group Core Balanced ETF buyer in Q2 2025 was LPL Financial, an estimated $61.3M added.
- The largest Capital Group Core Balanced ETF seller in Q2 2025 was Osaic Holdings, an estimated $6.27M sold.
Based on aggregated 13F filings for Q2 2025.