Capital Group Core Balanced ETF
CGBL
CGBL
318 hedge funds and large institutions have $4.01B invested in Capital Group Core Balanced ETF in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 216 increasing their positions, 48 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
0.05% less ownership
Funds ownership: 75.36% → 75.31% (-0.05%)
Holders
318
Holding in Top 10
20
Calls
–
Puts
–
Top Buyers
| 1 | +$135M | |
| 2 | +$108M | |
| 3 | +$92.7M | |
| 4 |
LPL Financial
San Diego,
California
|
+$83.5M |
| 5 |
Morgan Stanley
New York
|
+$49M |
Top Sellers
| 1 | -$24.4M | |
| 2 | -$11.6M | |
| 3 | -$9.71M | |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$6.43M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.61M |
