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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 %
HA
151
Herold Advisors
New York
$609K +$609K +18,220 New
LWA
152
Lantern Wealth Advisors
New York
$609K +$609K +18,220 New
VWA
153
Visionary Wealth Advisors
Illinois
$605K +$37.8K +1,129 +7%
KAS
154
KPP Advisory Services
Kentucky
$586K
BAG
155
Bridgewealth Advisory Group
California
$556K +$31.3K +935 +6%
VC
156
Vicus Capital
Pennsylvania
$554K +$211K +6,311 +61%
LA
157
Latitude Advisors
Florida
$550K +$39.3K +1,175 +8%
FPAS
158
Focus Partners Advisor Solutions
Missouri
$540K +$127K +3,795 +31%
UPS
159
UHLMANN PRICE SECURITIES
Illinois
$536K +$84.9K +2,538 +19%
AFM
160
Armstrong Fleming & Moore
District of Columbia
$532K +$532K +15,918 New
GS
161
GTS Securities
New York
$525K +$525K +15,693 New
IWM
162
IHT Wealth Management
Illinois
$524K +$229K +6,862 +78%
NFG
163
Nations Financial Group
Iowa
$518K +$260K +7,789 +101%
KJWM
164
Kiley Juergens Wealth Management
Washington
$504K +$124K +3,714 +33%
BWP
165
Balboa Wealth Partners
Arizona
$492K +$492K +14,723 New
AFP
166
Ausdal Financial Partners
Iowa
$457K +$68.5K +2,047 +18%
CFG
167
Certior Financial Group
Pennsylvania
$445K +$38.7K +1,156 +10%
NFA
168
Northwest Financial Advisors
Virginia
$441K +$441K +13,195 New
CA
169
Carson Advisory
Georgia
$437K
SGI
170
Summit Global Investments
Utah
$435K +$40K +1,197 +10%
LWM
171
Lodestone Wealth Management
Washington
$432K +$1.37K +41 +0.3%
SIG
172
Spinnaker Investment Group
California
$419K +$419K +12,541 New
CP
173
Creekside Partners
California
$417K +$417K +12,456 New
CRI
174
Colonial River Investments
Virginia
$411K +$74.1K +2,195 +22%
AWM
175
Axxcess Wealth Management
California
$407K +$73.4K +2,195 +22%