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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
SA
101
Sovran Advisors
California
$2.9M
PA
102
PFG Advisors
Arizona
$2.63M
GWSG
103
GPS Wealth Strategies Group
Colorado
$2.53M
SW
104
StrongBox Wealth
Missouri
$2.46M
MWM
105
Mascagni Wealth Management
Mississippi
$2.41M
SWA
106
Stratos Wealth Advisors
Ohio
$2.23M
AFA
107
AA Financial Advisors
Ohio
$2.21M
DC
108
Davenport & Co
Virginia
$2.18M
Comerica Bank
109
Comerica Bank
Texas
$2.1M
SPIA
110
Steward Partners Investment Advisory
New York
$2.07M
BIP
111
Blueprint Investment Partners
North Carolina
$2.06M
BFA
112
Blueprint Financial Advisors
North Carolina
$2.06M
DC
113
Dahring Cusmano
Michigan
$1.94M
Renaissance Technologies
114
Renaissance Technologies
New York
$1.89M
OP
115
ORG Partners
Indiana
$1.85M
DFA
116
Davies Financial Advisors
California
$1.82M
WAM
117
WNY Asset Management
New York
$1.69M
MA
118
Mutual Advisors
Nebraska
$1.63M
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$1.59M
CA
120
Continuum Advisory
Idaho
$1.56M
SFS
121
Security Financial Services
Indiana
$1.55M
BFA
122
Beacon Financial Advisory
Ohio
$1.49M
BFS
123
Bare Financial Services
Pennsylvania
$1.47M
FPAS
124
Focus Partners Advisor Solutions
Missouri
$1.44M
CP
125
Creekside Partners
California
$1.43M