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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
AAS
126
Ameritas Advisory Services
Nebraska
$1.4M
KWS
127
Keystone Wealth Services
California
$1.4M
HAS
128
HBW Advisory Services
California
$1.39M
VFPW
129
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.33M
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$1.28M
UAG
131
United Advisor Group
Ohio
$1.21M
NA
132
Nautilus Advisors
California
$1.21M
NAS
133
NWF Advisory Services
California
$1.2M
SI
134
Stephens Inc
Arkansas
$1.19M
WWM
135
Western Wealth Management
Colorado
$1.19M
GWP
136
Gateway Wealth Partners
Wisconsin
$1.17M
ATS
137
Ashton Thomas Securities
New York
$1.17M
AF
138
Advisornet Financial
Minnesota
$1.16M
MOS
139
MGO One Seven
Ohio
$1.13M
LBC
140
Leigh Baldwin & Co
New York
$1.12M
SF
141
Summit Financial
New Jersey
$1.06M
AFP
142
Ausdal Financial Partners
Iowa
$1.06M
JWCA
143
J.W. Cole Advisors
Florida
$1.05M
STA
144
Smith Thornton Advisors
Alabama
$1.03M
MSAM
145
Moloney Securities Asset Management
Missouri
$1.01M
IWN
146
Independent Wealth Network
Iowa
$993K
WWA
147
Wisconsin Wealth Advisors
Wisconsin
$989K
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$982K
SIM
149
Synergy Investment Management
Florida
$969K
OBWG
150
Onyx Bridge Wealth Group
New York
$905K