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Capital Group Core Balanced ETF

248 hedge funds and large institutions have $2.47B invested in Capital Group Core Balanced ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 185 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
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
PA
101
PFG Advisors
Arizona
$2.63M
GWSG
102
GPS Wealth Strategies Group
Colorado
$2.53M
SW
103
StrongBox Wealth
Missouri
$2.46M
MWM
104
Mascagni Wealth Management
Mississippi
$2.41M
SWA
105
Stratos Wealth Advisors
Ohio
$2.23M
AFA
106
AA Financial Advisors
Ohio
$2.21M
DC
107
Davenport & Co
Virginia
$2.18M
Comerica Bank
108
Comerica Bank
Texas
$2.1M
SPIA
109
Steward Partners Investment Advisory
New York
$2.07M
BIP
110
Blueprint Investment Partners
North Carolina
$2.06M
BFA
111
Blueprint Financial Advisors
North Carolina
$2.06M
DC
112
Dahring Cusmano
Michigan
$1.94M
Renaissance Technologies
113
Renaissance Technologies
New York
$1.89M
OP
114
ORG Partners
Indiana
$1.85M
DFA
115
Davies Financial Advisors
California
$1.82M
WAM
116
WNY Asset Management
New York
$1.69M
MA
117
Mutual Advisors
Nebraska
$1.63M
PFGIA
118
Patriot Financial Group Insurance Agency
Massachusetts
$1.59M
CA
119
Continuum Advisory
Idaho
$1.56M
SFS
120
Security Financial Services
Indiana
$1.55M
BFA
121
Beacon Financial Advisory
Ohio
$1.49M
BFS
122
Bare Financial Services
Pennsylvania
$1.47M
FPAS
123
Focus Partners Advisor Solutions
Missouri
$1.44M
CP
124
Creekside Partners
California
$1.43M
BB
125
Burford Brothers
Texas
$1.41M