Capital Group Core Balanced ETF
CGBL
311 hedge funds and large institutions have $3.3B invested in Capital Group Core Balanced ETF in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 207 increasing their positions, 27 reducing their positions, and 6 closing their positions.
967% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 6
667% more repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 27
75% more funds holding in top 10
Funds holding in top 10: 12 → 21 (+9)
33% more capital invested
Capital invested by funds: $2.48B → $3.3B (+$815M)
22% more funds holding
Funds holding: 255 → 311 (+56)
2.77% more ownership
Funds ownership: 72.84% → 75.61% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$106M |
| 2 |
LPL Financial
San Diego,
California
|
+$95.4M |
| 3 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
+$63.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$52.4M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$33.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
VestGen Advisors
Inverness,
Illinois
|
-$6.78M |
| 2 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
-$4.98M |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$4.8M |
| 4 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
-$4M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$3.73M |
CGBL Hedge Fund Activity: Q4 2025 in Review
311 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q4 2025, worth a combined $3.3B — up 33% from $2.48B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new CGBL positions and 6 closed out — a net gain of 58 holders — while 207 added to existing stakes and 27 trimmed.
The largest buyer was Wells Fargo, adding an estimated $106M. The largest seller was VestGen Advisors, cutting an estimated $6.78M.
- 311 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q4 2025, up from 255 in Q3 2025.
- Funds reported $3.3B of Capital Group Core Balanced ETF stock for Q4 2025, up 33% quarter-over-quarter.
- 64 funds opened new Capital Group Core Balanced ETF positions in Q4 2025 and 6 closed out, a net change of +58 holders.
- The largest Capital Group Core Balanced ETF buyer in Q4 2025 was Wells Fargo, an estimated $106M added.
- The largest Capital Group Core Balanced ETF seller in Q4 2025 was VestGen Advisors, an estimated $6.78M sold.
Based on aggregated 13F filings for Q4 2025.