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Capital Group Core Balanced ETF

108 hedge funds and large institutions have $426M invested in Capital Group Core Balanced ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 53 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+35
Holders Change %
+47.95%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
53
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFS
26
Founders Financial Securities
Maryland
$2.28M +$319K +10,731 +16%
Stifel Financial
27
Stifel Financial
Missouri
$2.25M +$1.31M +44,132 +140%
FTUS
28
Flow Traders U.S.
New York
$2.18M +$2.18M +73,299 New
TFG
29
Taylor Financial Group
Virginia
$2.13M +$185K +6,226 +10%
TWP
30
Tempus Wealth Planning
California
$2.05M +$968K +32,543 +89%
AL
31
ACAS LLC
California
$2.02M +$816K +27,032 +68%
PAG
32
Private Advisor Group
New Jersey
$1.96M +$1.41M +47,417 +258%
JBA
33
Johnson Bixby & Associates
Washington
$1.87M +$940K +31,634 +101%
CWS
34
Confluence Wealth Services
Pennsylvania
$1.8M +$82.4K +2,770 +5%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.72M +$1.72M +57,909 New
OMC
36
Old Mission Capital
Illinois
$1.67M -$3.7M -124,400 -69%
Comerica Bank
37
Comerica Bank
Texas
$1.57M +$1.57M +52,719 New
AFA
38
AA Financial Advisors
Ohio
$1.51M +$70.8K +2,381 +5%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.47M +$987K +33,220 +206%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$1.44M -$212K -7,132 -13%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$1.4M +$1.4M +47,090 New
WIM
42
Westside Investment Management
California
$1.31M +$494K +16,600 +61%
RA
43
RFG Advisory
Alabama
$1.18M +$773K +25,987 +192%
VVP
44
Venture Visionary Partners
Ohio
$1.17M +$69.1K +2,324 +6%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$1.17M +$528K +17,769 +82%
DFA
46
Davies Financial Advisors
California
$1.15M +$1.15M +38,838 New
CCFM
47
Clear Creek Financial Management
Washington
$1.13M +$1.13M +37,880 New
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$1.12M +$1.12M +37,779 New
CFB
49
Cullen/Frost Bankers
Texas
$1.08M +$1.08M +36,336 New
MA
50
Mutual Advisors
Nebraska
$1M +$1M +33,549 New