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Capital Group Core Balanced ETF

236 hedge funds and large institutions have $1.71B invested in Capital Group Core Balanced ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 144 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
236
Holders Change
+22
Holders Change %
+10.28%
% of All Funds
3.17%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
36
Increased
144
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AI
226
Arvest Investments
Arkansas
$59K 1,765
OWA
227
Opal Wealth Advisors
New York
$45.9K 1,372 +709 +107%
CFD
228
Creative Financial Designs
Indiana
$43.5K 1,300
IHWM
229
Iron Horse Wealth Management
Iowa
$33.4K 1,000
US Bancorp
230
US Bancorp
Minnesota
$18.1K 540
MAS
231
MPWM Advisory Solutions
Georgia
$14.8K 444 +8 +2%
EWA
232
EQ Wealth Advisors
Texas
$9.37K 280 +1 +0.4%
BIA
233
Bell Investment Advisors
California
$1.55K 46
RF
234
Rossby Financial
Florida
$970 29 +29 New
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$368 11
Bank of America
236
Bank of America
North Carolina
$33 1 +1 New
PWA
237
PCG Wealth Advisors
Kansas
-131,456 Closed
RW
238
Rockport Wealth
Ohio
-57,781 Closed
SIM
239
Synergy Investment Management
Florida
-31,115 Closed
MCA
240
MSH Capital Advisors
Arizona
-17,017 Closed
TVAMP
241
Tennessee Valley Asset Management Partners
Tennessee
-15,925 Closed
GSEP
242
Golden State Equity Partners
California
-15,565 Closed
GS
243
GWN Securities
Florida
-15,258 Closed
SWM
244
SFG Wealth Management
Maryland
-14,048 Closed
RMP
245
Richards, Merrill & Peterson
Washington
-2,625 Closed
AG
246
AmeriFlex Group
Nevada
-81 Closed
AAG
247
Armstrong Advisory Group
Massachusetts
-47 Closed