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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
BFG
76
Bleakley Financial Group
New Jersey
$4.51M
CL
77
CLG LLC
California
$4.33M
AssetMark Inc
78
AssetMark Inc
California
$4.27M
SWP
79
Sagespring Wealth Partners
Tennessee
$4.24M
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$4.22M
TFS
81
Thoroughbred Financial Services
Tennessee
$4.16M
EH
82
Equitable Holdings
New York
$4.14M
WIM
83
Westside Investment Management
California
$4.14M
VVP
84
Venture Visionary Partners
Ohio
$4.13M
CL
85
CVFG LLC
Indiana
$4.1M
CWM
86
Challenger Wealth Management
California
$4.06M
SPC
87
Sigma Planning Corp
Michigan
$4.01M
TFG
88
Taylor Financial Group
Virginia
$3.87M
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$3.8M
PFS
90
Prospera Financial Services
Texas
$3.71M
GKWIM
91
Gerber Kawasaki Wealth & Investment Management
California
$3.7M
Envestnet Portfolio Solutions
92
Envestnet Portfolio Solutions
Illinois
$3.62M
SEIA
93
Signature Estate & Investment Advisors
California
$3.52M
Truist Financial
94
Truist Financial
North Carolina
$3.48M
CFA
95
CWS Financial Advisors
Michigan
$3.43M
JHC
96
J. Hagan Capital
Kentucky
$3.4M
FHC
97
First Heartland Consultants
Missouri
$3.39M
CCFM
98
Clear Creek Financial Management
Washington
$3.33M
CF
99
Centaurus Financial
California
$3.24M
VA
100
Valmark Advisers
Ohio
$3.2M