Capital Group Core Balanced ETF
CGBL
362 hedge funds and large institutions have $5.1B invested in Capital Group Core Balanced ETF in 2026 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 233 increasing their positions, 48 reducing their positions, and 8 closing their positions.
575% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 8
385% more repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 48
27% more capital invested
Capital invested by funds: $4.03B → $5.1B (+$1.07B)
24% more funds holding in top 10
Funds holding in top 10: 21 → 26 (+5)
13% more funds holding
Funds holding: 321 → 362 (+41)
3.92% less ownership
Funds ownership: 75.77% → 71.85% (-3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$141M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$92.6M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$72.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$52.1M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$28.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$15.7M |
| 2 |
Jane Street
New York
|
-$11.3M |
| 3 |
AWM
Aprio Wealth Management
Atlanta,
Georgia
|
-$8.11M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$7.66M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$7.45M |
CGBL Hedge Fund Activity: Q2 2026 in Review
362 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in Capital Group Core Balanced ETF (CGBL) for Q2 2026, worth a combined $5.1B — up 27% from $4.03B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new CGBL positions and 8 closed out — a net gain of 46 holders — while 233 added to existing stakes and 48 trimmed.
The largest buyer was LPL Financial, adding an estimated $141M. The largest seller was Mariner, cutting an estimated $15.7M.
- 362 institutional investors held Capital Group Core Balanced ETF (CGBL) as of Q2 2026, up from 321 in Q1 2026.
- Funds reported $5.1B of Capital Group Core Balanced ETF stock for Q2 2026, up 27% quarter-over-quarter.
- 54 funds opened new Capital Group Core Balanced ETF positions in Q2 2026 and 8 closed out, a net change of +46 holders.
- The largest Capital Group Core Balanced ETF buyer in Q2 2026 was LPL Financial, an estimated $141M added.
- The largest Capital Group Core Balanced ETF seller in Q2 2026 was Mariner, an estimated $15.7M sold.
Based on aggregated 13F filings for Q2 2026.