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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 %
DWM
176
Diversify Wealth Management
Utah
$405K +$49.9K +1,467 +14%
SI
177
Stephens Inc
Arkansas
$391K +$391K +11,695 New
TF
178
Tudor Financial
Ohio
$381K +$128K +3,836 +51%
MCA
179
Magnolia Capital Advisors
Mississippi
$359K
MFS
180
McNamara Financial Services
Massachusetts
$343K -$419K -12,523 -55%
TSMHT
181
Thurston Springer Miller Herd & Titak
Indiana
$332K +$174K +5,207 +111%
PTC
182
Private Trust Company
Ohio
$330K
MT
183
Midwest Trust
Kansas
$327K +$327K +9,783 New
HH
184
Hilltop Holdings
Texas
$326K
GRP
185
Global Retirement Partners
California
$324K +$324K +9,683 New
HFA
186
High Falls Advisors
New York
$322K
SFC
187
Strategic Financial Concepts
Texas
$321K -$99.1K -2,963 -24%
PRI
188
Prepared Retirement Institute
Pennsylvania
$319K +$1.27K +38 +0.4%
MWM
189
Modern Wealth Management
Kansas
$317K -$1.34K -40 -0.4%
CIAS
190
Capital Investment Advisory Services
North Carolina
$307K +$52.7K +1,575 +21%
RIA
191
Regal Investment Advisors
Michigan
$307K +$307K +9,166 New
KFGK
192
Keystone Financial Group (Kentucky)
Kentucky
$303K +$52.8K +1,578 +21%
TCG
193
Transcendent Capital Group
Oklahoma
$287K -$35.5K -1,063 -11%
TI
194
tru Independence
Oregon
$280K +$20.4K +609 +8%
AIFS
195
A&I Financial Services
Colorado
$274K
VWWMG
196
Vermillion & White Wealth Management Group
Pennsylvania
$272K +$10.7K +319 +4%
DAS
197
Dynamic Advisor Solutions
Arizona
$271K -$10K -300 -4%
JPMorgan Chase & Co
198
JPMorgan Chase & Co
New York
$269K +$269K +8,040 New
WWA
199
Wisconsin Wealth Advisors
Wisconsin
$266K +$266K +7,955 New
FMN
200
Financial Management Network
California
$257K -$24.7K -733 -9%