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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.

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 %
AAS
76
Avantax Advisory Services
Texas
$370K +$16.2K +544 +5%
FAIM
77
Financial Advocates Investment Management
Washington
$360K +$4.07K +137 +1%
SEIA
78
Signature Estate & Investment Advisors
California
$359K +$359K +12,084 New
CWA
79
Clarity Wealth Advisors
California
$357K +$357K +12,011 New
MFS
80
McNamara Financial Services
Massachusetts
$353K +$353K +11,882 New
BAG
81
Bridgewealth Advisory Group
California
$349K +$116K +3,900 +50%
HGERS
82
Householder Group Estate & Retirement Specialist
Arizona
$328K +$328K +11,057 New
SWA
83
Stratos Wealth Advisors
Ohio
$314K +$314K +10,575 New
HH
84
Hilltop Holdings
Texas
$290K
GKWIM
85
Gerber Kawasaki Wealth & Investment Management
California
$272K +$272K +9,162 New
DAS
86
Dynamic Advisor Solutions
Arizona
$250K +$250K +8,415 New
LA
87
Latitude Advisors
Florida
$244K +$5.32K +179 +2%
MCA
88
MSH Capital Advisors
Arizona
$228K +$228K +7,674 New
LWM
89
Lodestone Wealth Management
Washington
$219K +$6.78K +228 +3%
TCG
90
Transcendent Capital Group
Oklahoma
$188K
SPIA
91
Steward Partners Investment Advisory
New York
$161K +$14.3K +480 +10%
PTC
92
Private Trust Company
Ohio
$153K +$153K +5,150 New
IGWM
93
ICA Group Wealth Management
Colorado
$123K +$74.8K +2,517 +154%
CA
94
Continuum Advisory
Idaho
$106K
RIL
95
Rothschild Investment LLC
Illinois
$93.8K -$25.1K -845 -21%
TSMHT
96
Thurston Springer Miller Herd & Titak
Indiana
$71.6K +$71.6K +2,408 New
NA
97
NewEdge Advisors
Louisiana
$69.4K +$24K +808 +53%
AI
98
Arvest Investments
Arkansas
$52.5K +$52.5K +1,765 New
BFS
99
Bare Financial Services
Pennsylvania
$48.4K +$48.4K +1,603 New
AF
100
Advisornet Financial
Minnesota
$40.9K +$59 +2 +0.1%