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Capital Group Core Balanced ETF

73 hedge funds and large institutions have $219M invested in Capital Group Core Balanced ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 31 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
73
Holders Change
+33
Holders Change %
+82.5%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
37
Increased
31
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ASN
26
Advisory Services Network
Georgia
$1.7M 58,336 +13,913 +31%
CWS
27
Confluence Wealth Services
Pennsylvania
$1.68M 57,800 +500 +0.9%
BFEC
28
Benjamin F. Edwards & Company
Missouri
$1.62M 55,491 +7,902 +17%
AFA
29
AA Financial Advisors
Ohio
$1.41M 48,547 +48,547 New
AL
30
ACAS LLC
California
$1.16M 39,901 +39,901 New
VVP
31
Venture Visionary Partners
Ohio
$1.08M 37,162 +13,672 +58%
TWP
32
Tempus Wealth Planning
California
$1.06M 36,528 +36,528 New
LNC
33
Lincoln National Corp
Pennsylvania
$956K 32,836 +12,489 +61%
Stifel Financial
34
Stifel Financial
Missouri
$920K 31,613 +31,613 New
JBA
35
Johnson Bixby & Associates
Washington
$909K 31,212 +21,360 +217%
WIM
36
Westside Investment Management
California
$796K 27,330 +27,330 New
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$768K 26,366 +9,993 +61%
DWM
38
Dakota Wealth Management
Florida
$652K 22,325 +7,000 +46%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$628K 21,581 +16,793 +351%
AFM
40
Armstrong Fleming & Moore
District of Columbia
$619K 21,272 +5,908 +38%
VA
41
Valmark Advisers
Ohio
$539K 18,530 +18,530 New
PAG
42
Private Advisor Group
New Jersey
$535K 18,394 +18,394 New
LWM
43
LongView Wealth Management
Georgia
$512K 17,593 +17,593 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$471K 16,165 +5,100 +46%
MSAM
45
Moloney Securities Asset Management
Missouri
$466K 15,997 +6,830 +75%
PFS
46
Prospera Financial Services
Texas
$398K 13,681 +13,681 New
RA
47
RFG Advisory
Alabama
$394K 13,550 +150 +1%
AAS
48
Ameritas Advisory Services
Nebraska
$380K 13,467 +13,467 New
Truist Financial
49
Truist Financial
North Carolina
$376K 12,953 +12,953 New
FAIM
50
Financial Advocates Investment Management
Washington
$349K 11,980 +11,980 New