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Capital Group Core Balanced ETF

253 hedge funds and large institutions have $2.48B invested in Capital Group Core Balanced ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 188 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
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
IWM
176
IHT Wealth Management
Illinois
$547K
CRI
177
Colonial River Investments
Virginia
$529K
AWM
178
Axxcess Wealth Management
California
$529K
NFG
179
Nations Financial Group
Iowa
$529K
SGI
180
Summit Global Investments
Utah
$526K
BWP
181
Balboa Wealth Partners
Arizona
$523K
CFG
182
Certior Financial Group
Pennsylvania
$519K
MFS
183
McNamara Financial Services
Massachusetts
$515K
Focus Partners Wealth
184
Focus Partners Wealth
Massachusetts
$476K
CA
185
Carson Advisory
Georgia
$471K
TF
186
Tudor Financial
Ohio
$471K
SIG
187
Spinnaker Investment Group
California
$465K
MFA
188
Mayflower Financial Advisors
Massachusetts
$463K
NFA
189
Northwest Financial Advisors
Virginia
$458K
AQR Capital Management
190
AQR Capital Management
Connecticut
$451K
CIAS
191
Capital Investment Advisory Services
North Carolina
$446K
GRP
192
Global Retirement Partners
California
$445K
LWM
193
Lodestone Wealth Management
Washington
$432K
Creative Planning
194
Creative Planning
Kansas
$424K
MWM
195
Modern Wealth Management
Kansas
$397K
WCFA
196
Walkner Condon Financial Advisors
Wisconsin
$397K
AWM
197
Accel Wealth Management
Iowa
$387K
TI
198
tru Independence
Oregon
$385K
MCA
199
Magnolia Capital Advisors
Mississippi
$379K
SWM
200
Spire Wealth Management
Virginia
$377K