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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
CGPCS
51
Capital Group Private Client Services
California
$6.84M
RA
52
RFG Advisory
Alabama
$6.76M
LWM
53
LongView Wealth Management
Georgia
$6.68M
MFG
54
Merit Financial Group
Georgia
$6.65M
CFB
55
Cullen/Frost Bankers
Texas
$6.64M
GWM
56
Geneos Wealth Management
Colorado
$6.63M
FFS
57
Founders Financial Securities
Maryland
$6.49M
SWP
58
Stratos Wealth Partners
Ohio
$6.46M
WIA
59
World Investment Advisors
California
$6.02M
WAM
60
Worth Asset Management
Texas
$6M
UBS Group
61
UBS Group
Switzerland
$5.56M
SB
62
Strategic Blueprint
Georgia
$5.47M
TWP
63
Tempus Wealth Planning
California
$5.41M
SFG
64
Seamount Financial Group
Colorado
$5.36M
KWM
65
Kingsview Wealth Management
Oregon
$5.25M
SS
66
Sunbelt Securities
Texas
$5.23M
IWC
67
Integrated Wealth Concepts
Massachusetts
$5.2M
CWA
68
Clarity Wealth Advisors
California
$5.16M
M1FG
69
Mach-1 Financial Group
Arkansas
$4.98M
IAS
70
Integrity Advisory Solutions
Texas
$4.98M
Jane Street
71
Jane Street
New York
$4.86M
Citadel Advisors
72
Citadel Advisors
Florida
$4.73M
EFS
73
Essex Financial Services
Connecticut
$4.68M
NA
74
NewEdge Advisors
Louisiana
$4.55M
ASN
75
Advisory Services Network
Georgia
$4.54M