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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
WF
201
Warner Financial
Maryland
$377K
FMN
202
Financial Management Network
California
$364K
TCG
203
Transcendent Capital Group
Oklahoma
$360K
PI
204
PFG Investments
New York
$352K
SFC
205
Strategic Financial Concepts
Texas
$347K
WN
206
Williams & Novak
California
$347K
HH
207
Hilltop Holdings
Texas
$339K
HFA
208
High Falls Advisors
New York
$335K
RIL
209
Rothschild Investment LLC
Illinois
$334K
RIA
210
Regal Investment Advisors
Michigan
$325K
VWWMG
211
Vermillion & White Wealth Management Group
Pennsylvania
$303K
SA
212
Sanctuary Advisors
Indiana
$297K
ARC
213
Advisor Resource Council
Texas
$291K
CAM
214
Concorde Asset Management
Michigan
$289K
SW
215
Simplicity Wealth
New Jersey
$288K
AIFS
216
A&I Financial Services
Colorado
$285K
MCA
217
MSH Capital Advisors
Arizona
$284K
DAS
218
Dynamic Advisor Solutions
Arizona
$279K
SEP
219
Southland Equity Partners
Missouri
$269K
IF
220
Intrua Financial
Texas
$264K
VF
221
Virtu Financial
New York
$264K
SAI
222
Savvy Advisors Inc
New York
$263K
SA
223
Skyline Advisors
Washington
$260K
AAS
224
Asset Allocation Strategies
Michigan
$253K
FP
225
Financial Perspectives
Minnesota
$250K