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Capital Group Core Balanced ETF

253 hedge funds and large institutions have $2.48B invested in Capital Group Core Balanced ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 188 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
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
HGA
226
Hobbs Group Advisors
South Carolina
$249K
OMC
227
Old Mission Capital
Illinois
$246K
EWS
228
Evergreen Wealth Solutions
Pennsylvania
$238K
PTC
229
Private Trust Company
Ohio
$235K
CA
230
Claro Advisors
Massachusetts
$232K
HPC
231
Hobart Private Capital
North Carolina
$232K
AAP
232
Arax Advisory Partners
Colorado
$228K
PRI
233
Prepared Retirement Institute
Pennsylvania
$227K
TWC
234
TD Waterhouse Canada
Ontario, Canada
$226K
NWMG
235
Nicholson Wealth Management Group
South Carolina
$222K
SM
236
Sweeney & Michel
California
$222K
IA
237
IFG Advisory
Georgia
$218K
MEAC
238
M.E. Allison & Co
Texas
$207K
HAM
239
Harmony Asset Management
Arizona
$206K
CAL
240
Capital Analysts LLC
Pennsylvania
$178K
AF
241
Allworth Financial
California
$173K
NEWAS
242
N.E.W. Advisory Services
Wisconsin
$150K
SIS
243
Strategic Investment Solutions
Illinois
$84.6K
MSFP
244
Mark Sheptoff Financial Planning
Connecticut
$78.7K
AI
245
Arvest Investments
Arkansas
$61.3K
US Bancorp
246
US Bancorp
Minnesota
$57.1K
PS
247
Principal Securities
Iowa
$56.5K
CFD
248
Creative Financial Designs
Indiana
$45.1K
FGAM
249
Financial Gravity Asset Management
Texas
$39.8K
BF
250
BOK Financial
Oklahoma
$21K