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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
Mariner
26
Mariner
Kansas
$14.1M
GVAG
27
Great Valley Advisor Group
Delaware
$13.7M
BEI
28
Benjamin Edwards Inc
Missouri
$13.5M
SAM
29
Smartleaf Asset Management
Massachusetts
$13.3M
CSP
30
Cary Street Partners
Virginia
$12.8M
MFIM
31
Mesirow Financial Investment Management
Illinois
$12.8M
KW
32
KWB Wealth
California
$12.2M
BWM
33
Base Wealth Management
Florida
$11.3M
P
34
&Partners
Tennessee
$11.2M
HTWM
35
Hartmann Taylor Wealth Management
Texas
$10.7M
VA
36
VestGen Advisors
Illinois
$9.95M
CWS
37
Confluence Wealth Services
Pennsylvania
$9.75M
DADC
38
D.A. Davidson & Co
Montana
$9.64M
QFPS
39
Quantum Financial Planning Services
Washington
$9.62M
HNWAG
40
High Net Worth Advisory Group
Florida
$9.25M
JBA
41
Johnson Bixby & Associates
Washington
$8.79M
SMC
42
Smith, Moore & Co
Missouri
$8.52M
CMAI
43
Capital Management Associates Inc
Minnesota
$7.69M
FHA
44
Flagship Harbor Advisors
Massachusetts
$7.65M
AWM
45
Apollon Wealth Management
South Carolina
$7.53M
Baird Financial Group
46
Baird Financial Group
Wisconsin
$7.21M
PWA
47
PCG Wealth Advisors
Kansas
$7.12M
EPW
48
Endeavor Private Wealth
Kansas
$7.1M
HighTower Advisors
49
HighTower Advisors
Illinois
$7.04M
CGPCS
50
Capital Group Private Client Services
California
$6.84M