We are live on
!
Find out more
Capital Group Core Balanced ETF
CGBL
CGBL
319 hedge funds and large institutions have $4.02B invested in Capital Group Core Balanced ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 217 increasing their positions, 48 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
352% more repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 48
94% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 18
22% more capital invested
Capital invested by funds: $3.29B → $4.02B (+$739M)
3% more funds holding
Funds holding: 309 → 319 (+10)
0.2% more ownership
Funds ownership: 75.36% → 75.57% (+0.2%)
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
Holders
319
Holders Change
+10
Holders Change %
+3.24%
% of All Funds
3.93%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
35
Increased
217
Reduced
48
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
FFS
Forge Financial Services
Edmond,
Oklahoma
|
+$135M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$108M |
| 3 |
ACM
Advance Capital Management
Southfield,
Michigan
|
+$92.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$83.5M |
| 5 |
Morgan Stanley
New York
|
+$49M |
