Capital Group Core Balanced ETF
CGBL
321 hedge funds and large institutions have $4.03B invested in Capital Group Core Balanced ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 219 increasing their positions, 48 reducing their positions, and 18 closing their positions.
356% more repeat investments, than reductions
Existing positions increased: 219 | 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: $3.3B → $4.03B (+$739M)
3% more funds holding
Funds holding: 311 → 321 (+10)
0.17% more ownership
Funds ownership: 75.61% → 75.77% (+0.17%)
0% more funds holding in top 10
Funds holding in top 10: 21 → 21 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$24.4M |
| 2 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$9.71M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$6.43M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.61M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.04M |
CGBL Hedge Fund Activity: Q1 2026 in Review
321 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q1 2026, worth a combined $4.03B — up 22% from $3.3B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new CGBL positions and 18 closed out — a net gain of 17 holders — while 219 added to existing stakes and 48 trimmed.
The largest buyer was Forge Financial Services, opening a new position worth an estimated $135M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $24.4M.
- 321 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q1 2026, up from 311 in Q4 2025.
- Funds reported $4.03B of Capital Group Core Balanced ETF stock for Q1 2026, up 22% quarter-over-quarter.
- 35 funds opened new Capital Group Core Balanced ETF positions in Q1 2026 and 18 closed out, a net change of +17 holders.
- The largest Capital Group Core Balanced ETF buyer in Q1 2026 was Forge Financial Services, an estimated $135M added.
- The largest Capital Group Core Balanced ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $24.4M sold.
Based on aggregated 13F filings for Q1 2026.