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Capital Group Core Balanced ETF

236 hedge funds and large institutions have $1.71B invested in Capital Group Core Balanced ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 144 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
236
Holders Change
+22
Holders Change %
+10.28%
% of All Funds
3.17%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
36
Increased
144
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
101
Apollon Wealth Management
South Carolina
$1.93M 57,599 +57,599 New
AFA
102
AA Financial Advisors
Ohio
$1.93M 57,599 -1,301 -2%
Comerica Bank
103
Comerica Bank
Texas
$1.9M 56,672 -6,238 -10%
FHC
104
First Heartland Consultants
Missouri
$1.89M 56,571 +21,106 +60%
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$1.86M 55,705 +12,098 +28%
DFA
106
Davies Financial Advisors
California
$1.85M 55,223 -1,190 -2%
SPIA
107
Steward Partners Investment Advisory
New York
$1.73M 51,829 +6,748 +15%
PA
108
PFG Advisors
Arizona
$1.67M 49,998 +17,655 +55%
DC
109
Dahring Cusmano
Michigan
$1.66M 49,786 -3,390 -6%
GWSG
110
GPS Wealth Strategies Group
Colorado
$1.64M 49,010 +10,332 +27%
DC
111
Davenport & Co
Virginia
$1.58M 47,186 +20,192 +75%
WAM
112
WNY Asset Management
New York
$1.41M 42,077 -5,829 -12%
SWA
113
Stratos Wealth Advisors
Ohio
$1.34M 40,162 +11,570 +40%
BFA
114
Beacon Financial Advisory
Ohio
$1.32M 39,538 +8,006 +25%
BB
115
Burford Brothers
Texas
$1.3M 38,845 +6,118 +19%
BFS
116
Bare Financial Services
Pennsylvania
$1.22M 36,522 +6,720 +23%
HIP
117
HUB Investment Partners
Texas
$1.17M 35,093 -38,435 -52%
FAIM
118
Financial Advocates Investment Management
Washington
$1.16M 34,722 -3,234 -9%
VFPW
119
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.13M 33,821 +33,821 New
AAS
120
Ameritas Advisory Services
Nebraska
$1.13M 33,764 -22,248 -40%
NA
121
Nautilus Advisors
California
$1.12M 33,518 -12,520 -27%
MA
122
Mutual Advisors
Nebraska
$1.11M 32,788 -4,071 -11%
MOS
123
MGO One Seven
Ohio
$1.05M 31,293 +1,900 +6%
LBC
124
Leigh Baldwin & Co
New York
$1.03M 30,925 +11,145 +56%
RAG
125
RIA Advisory Group
Iowa
$1.03M 30,785 +1,137 +4%