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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
KIM
151
Kestra Investment Management
Texas
$873K
RIS
152
Richmond Investment Services
Wisconsin
$854K
VC
153
Vicus Capital
Pennsylvania
$810K
SWM
154
SFG Wealth Management
Maryland
$801K
Bank of America
155
Bank of America
North Carolina
$801K
JP Morgan Chase
156
JP Morgan Chase
New York
$799K
Capital International Investors
157
Capital International Investors
California
$777K
DWM
158
Dakota Wealth Management
Florida
$760K
VWA
159
Visionary Wealth Advisors
Illinois
$753K
AO
160
Advisor OS
Illinois
$727K
BIG
161
Brookwood Investment Group
Arizona
$710K
HIP
162
HUB Investment Partners
Texas
$703K
OL
163
Owen LaRue
Kentucky
$686K
PWM
164
Pines Wealth Management
North Carolina
$668K
Franklin Resources
165
Franklin Resources
California
$656K
AFM
166
Armstrong Fleming & Moore
District of Columbia
$654K
LWA
167
Lantern Wealth Advisors
New York
$641K
KAS
168
KPP Advisory Services
Kentucky
$629K
KJWM
169
Kiley Juergens Wealth Management
Washington
$627K
BAG
170
Bridgewealth Advisory Group
California
$598K
UPS
171
UHLMANN PRICE SECURITIES
Illinois
$583K
LA
172
Latitude Advisors
Florida
$571K
DWM
173
Diversify Wealth Management
Utah
$552K
IWM
174
IHT Wealth Management
Illinois
$547K
CRI
175
Colonial River Investments
Virginia
$529K