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Capital Group Core Balanced ETF

237 hedge funds and large institutions have $1.72B invested in Capital Group Core Balanced ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 144 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+23
Holders Change %
+10.75%
% of All Funds
3.18%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
37
Increased
144
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RAG
126
RIA Advisory Group
Iowa
$1.03M +$38K +1,137 +4%
KWS
127
Keystone Wealth Services
California
$1M -$203K -6,084 -17%
ATS
128
Ashton Thomas Securities
New York
$996K +$390K +11,669 +64%
UAG
129
United Advisor Group
Ohio
$960K +$395K +11,800 +70%
MSAM
130
Moloney Securities Asset Management
Missouri
$954K +$78.9K +2,359 +9%
KWM
131
Kingsview Wealth Management
Oregon
$929K -$130K -3,880 -12%
OP
132
ORG Partners
Indiana
$921K +$902K +27,029 +4,701%
AF
133
Advisornet Financial
Minnesota
$875K +$182K +5,443 +26%
IWN
134
Independent Wealth Network
Iowa
$836K +$129K +3,847 +18%
GWP
135
Gateway Wealth Partners
Wisconsin
$830K +$184K +5,488 +28%
RIS
136
Richmond Investment Services
Wisconsin
$822K +$393K +11,747 +92%
CA
137
Continuum Advisory
Idaho
$810K +$151K +4,530 +23%
SFS
138
Security Financial Services
Indiana
$794K +$794K +23,733 New
DWM
139
Dakota Wealth Management
Florida
$779K -$55.8K -1,661 -7%
AssetMark Inc
140
AssetMark Inc
California
$758K +$758K +22,668 New
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$754K +$498K +14,883 +194%
JWCA
142
J.W. Cole Advisors
Florida
$754K +$286K +8,549 +61%
OL
143
Owen LaRue
Kentucky
$750K -$715K -21,373 -49%
Capital International Investors
144
Capital International Investors
California
$726K -$333K -9,949 -31%
TSWM
145
Tyler-Stone Wealth Management
Ohio
$702K +$92.6K +2,770 +15%
BIG
146
Brookwood Investment Group
Arizona
$681K -$18.2K -545 -3%
PWM
147
Pines Wealth Management
North Carolina
$673K +$67.7K +2,010 +11%
STA
148
Smith Thornton Advisors
Alabama
$671K +$225K +6,731 +50%
AO
149
Advisor OS
Illinois
$653K +$9.63K +288 +1%
HAS
150
HBW Advisory Services
California
$627K +$360K +10,758 +135%