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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
TCG
201
Transcendent Capital Group
Oklahoma
$360K
PI
202
PFG Investments
New York
$352K
SFC
203
Strategic Financial Concepts
Texas
$347K
WN
204
Williams & Novak
California
$347K
HH
205
Hilltop Holdings
Texas
$339K
HFA
206
High Falls Advisors
New York
$335K
RIL
207
Rothschild Investment LLC
Illinois
$334K
RIA
208
Regal Investment Advisors
Michigan
$325K
VWWMG
209
Vermillion & White Wealth Management Group
Pennsylvania
$303K
ARC
210
Advisor Resource Council
Texas
$291K
CAM
211
Concorde Asset Management
Michigan
$289K
SW
212
Simplicity Wealth
New Jersey
$288K
AIFS
213
A&I Financial Services
Colorado
$285K
MCA
214
MSH Capital Advisors
Arizona
$284K
DAS
215
Dynamic Advisor Solutions
Arizona
$279K
SEP
216
Southland Equity Partners
Missouri
$269K
IF
217
Intrua Financial
Texas
$264K
VF
218
Virtu Financial
New York
$264K
SAI
219
Savvy Advisors Inc
New York
$263K
SA
220
Skyline Advisors
Washington
$260K
AAS
221
Asset Allocation Strategies
Michigan
$253K
FP
222
Financial Perspectives
Minnesota
$250K
HGA
223
Hobbs Group Advisors
South Carolina
$249K
OMC
224
Old Mission Capital
Illinois
$246K
EWS
225
Evergreen Wealth Solutions
Pennsylvania
$238K