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Capital Group Core Balanced ETF

248 hedge funds and large institutions have $2.47B invested in Capital Group Core Balanced ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 185 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$228M
2 +$83.3M
3 +$45.4M
4
Morgan Stanley
Morgan Stanley
New York
+$37.2M
5
Wells Fargo
Wells Fargo
California
+$33.9M

Top Sellers

1 -$10.2M
2 -$8.84M
3 -$5.44M
4
Mariner
Mariner
Kansas
-$5.41M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.16M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
226
Private Trust Company
Ohio
$235K
CA
227
Claro Advisors
Massachusetts
$232K
HPC
228
Hobart Private Capital
North Carolina
$232K
AAP
229
Arax Advisory Partners
Colorado
$228K
PRI
230
Prepared Retirement Institute
Pennsylvania
$227K
TWC
231
TD Waterhouse Canada
Ontario, Canada
$226K
NWMG
232
Nicholson Wealth Management Group
South Carolina
$222K
SM
233
Sweeney & Michel
California
$222K
IA
234
IFG Advisory
Georgia
$218K
MEAC
235
M.E. Allison & Co
Texas
$207K
HAM
236
Harmony Asset Management
Arizona
$206K
CAL
237
Capital Analysts LLC
Pennsylvania
$178K
NEWAS
238
N.E.W. Advisory Services
Wisconsin
$150K
MSFP
239
Mark Sheptoff Financial Planning
Connecticut
$78.7K
AI
240
Arvest Investments
Arkansas
$61.3K
US Bancorp
241
US Bancorp
Minnesota
$57.1K
PS
242
Principal Securities
Iowa
$56.5K
CFD
243
Creative Financial Designs
Indiana
$45.1K
FGAM
244
Financial Gravity Asset Management
Texas
$39.8K
BF
245
BOK Financial
Oklahoma
$21K
MAS
246
MPWM Advisory Solutions
Georgia
$17.5K
RF
247
Rossby Financial
Florida
$2.09K
CA
248
CoreCap Advisors
Michigan
$243
Susquehanna International Group
249
Susquehanna International Group
Pennsylvania
FAIM
250
Financial Advocates Investment Management
Washington