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Capital Group Core Balanced ETF

136 hedge funds and large institutions have $653M invested in Capital Group Core Balanced ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
136
Holders Change
+28
Holders Change %
+25.93%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
34
Increased
82
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VA
76
Valmark Advisers
Ohio
$716K +$11.5K +370 +2%
KWS
77
Keystone Wealth Services
California
$694K +$694K +22,344 New
MFIM
78
Mesirow Financial Investment Management
Illinois
$653K +$653K +21,015 New
IWC
79
Integrated Wealth Concepts
Massachusetts
$651K +$651K +20,973 New
GWSG
80
GPS Wealth Strategies Group
Colorado
$650K +$650K +20,889 New
BFG
81
Bleakley Financial Group
New Jersey
$641K +$113K +3,652 +21%
OMC
82
Old Mission Capital
Illinois
$632K -$1.11M -35,814 -64%
BFA
83
Beacon Financial Advisory
Ohio
$618K +$183K +5,907 +42%
SWA
84
Stratos Wealth Advisors
Ohio
$618K +$289K +9,322 +88%
AFM
85
Armstrong Fleming & Moore
District of Columbia
$586K +$4.6K +148 +0.8%
EFS
86
Essex Financial Services
Connecticut
$569K +$569K +18,058 New
HGERS
87
Householder Group Estate & Retirement Specialist
Arizona
$550K +$207K +6,667 +60%
AAS
88
Avantax Advisory Services
Texas
$547K +$160K +5,157 +41%
MFS
89
McNamara Financial Services
Massachusetts
$531K +$162K +5,204 +44%
Truist Financial
90
Truist Financial
North Carolina
$497K +$102K +3,293 +26%
AO
91
Advisor OS
Illinois
$471K +$471K +15,178 New
FAIM
92
Financial Advocates Investment Management
Washington
$459K +$83.1K +2,677 +22%
NA
93
NewEdge Advisors
Louisiana
$457K +$385K +12,399 +531%
FHC
94
First Heartland Consultants
Missouri
$444K +$162K +5,223 +58%
BAG
95
Bridgewealth Advisory Group
California
$431K +$66.5K +2,142 +18%
SPIA
96
Steward Partners Investment Advisory
New York
$430K +$261K +8,407 +155%
HNWAG
97
High Net Worth Advisory Group
Florida
$423K
TVAMP
98
Tennessee Valley Asset Management Partners
Tennessee
$416K +$416K +13,394 New
BFS
99
Bare Financial Services
Pennsylvania
$371K +$322K +10,361 +646%
CA
100
Carson Advisory
Georgia
$359K +$359K +11,553 New