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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 %
AAS
51
Avantax Advisory Services
Texas
$347K 11,914 +57 +0.5%
WIA
52
World Investment Advisors
California
$344K 11,824 +11,824 New
SMC
53
Smith, Moore & Co
Missouri
$293K 10,075 +10,075 New
HH
54
Hilltop Holdings
Texas
$284K 9,750 +1,000 +11%
BFA
55
Beacon Financial Advisory
Ohio
$274K 9,396 +9,396 New
CFA
56
CWS Financial Advisors
Michigan
$260K 8,943 +8,943 New
KWM
57
Kingsview Wealth Management
Oregon
$249K 8,550 +8,550 New
Jane Street
58
Jane Street
New York
$248K 8,520 +8,520 New
LA
59
Latitude Advisors
Florida
$234K 8,045 +8,045 New
BAG
60
Bridgewealth Advisory Group
California
$228K 7,840 +7,840 New
LWM
61
Lodestone Wealth Management
Washington
$208K 7,130 +7,130 New
TCG
62
Transcendent Capital Group
Oklahoma
$184K 6,319 +6,319 New
SPIA
63
Steward Partners Investment Advisory
New York
$144K 4,949 +4,949 New
RIL
64
Rothschild Investment LLC
Illinois
$116K 4,000
CA
65
Continuum Advisory
Idaho
$103K 3,580 +3,580 New
IGWM
66
ICA Group Wealth Management
Colorado
$47.6K 1,636 +946 +137%
NA
67
NewEdge Advisors
Louisiana
$44.4K 1,525 +1,525 New
AF
68
Advisornet Financial
Minnesota
$40K 1,373 +1,373 New
IHWM
69
Iron Horse Wealth Management
Iowa
$23.3K 800 +800 New
RG
70
Retirement Group
California
$18.3K 627
CFGS
71
Concourse Financial Group Securities
Alabama
$7.68K 263 +263 New
PCM
72
Penserra Capital Management
California
$7K 267 +267 New
BIA
73
Bell Investment Advisors
California
$1.32K 45
Citadel Advisors
74
Citadel Advisors
Florida
-24,560 Closed
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
-8,161 Closed