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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
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
IA
36
IFP Advisors
Florida
$10.4M
VA
37
VestGen Advisors
Illinois
$9.95M
CWS
38
Confluence Wealth Services
Pennsylvania
$9.75M
DADC
39
D.A. Davidson & Co
Montana
$9.64M
QFPS
40
Quantum Financial Planning Services
Washington
$9.62M
HNWAG
41
High Net Worth Advisory Group
Florida
$9.25M
JBA
42
Johnson Bixby & Associates
Washington
$8.79M
SMC
43
Smith, Moore & Co
Missouri
$8.52M
CMAI
44
Capital Management Associates Inc
Minnesota
$7.69M
FHA
45
Flagship Harbor Advisors
Massachusetts
$7.65M
AWM
46
Apollon Wealth Management
South Carolina
$7.53M
Baird Financial Group
47
Baird Financial Group
Wisconsin
$7.21M
PWA
48
PCG Wealth Advisors
Kansas
$7.12M
EPW
49
Endeavor Private Wealth
Kansas
$7.1M
HighTower Advisors
50
HighTower Advisors
Illinois
$7.04M