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Capital Group Core Balanced ETF

40 hedge funds and large institutions have $79.9M invested in Capital Group Core Balanced ETF in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
40
Holders Change
+35
Holders Change %
+700%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
3
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Capital International Investors
1
Capital International Investors
California
$26.2M 959,000 -225,000 -19%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.13M 224,329 +224,329 New
OMC
3
Old Mission Capital
Illinois
$5.78M 211,483 +202,983 +2,388%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.4M 197,504 +196,843 +29,780%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.12M 150,801 +150,801 New
KAS
6
Kestra Advisory Services
Texas
$3.66M 134,039 +134,039 New
CGPCS
7
Capital Group Private Client Services
California
$2.98M 109,081 +109,081 New
JAWM
8
J. Arnold Wealth Management
Ohio
$2.8M 102,327 +102,327 New
SS
9
Sunbelt Securities
Texas
$2.73M 99,725 +92,961 +1,374%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$1.8M 65,965 +65,965 New
TFG
11
Taylor Financial Group
Virginia
$1.72M 62,954 +62,954 New
CWS
12
Confluence Wealth Services
Pennsylvania
$1.57M 57,300 +57,300 New
MML Investors Services
13
MML Investors Services
Massachusetts
$1.42M 51,771 +51,771 New
WWP
14
WR Wealth Planners
Missouri
$1.41M 51,564 +51,564 New
BFEC
15
Benjamin F. Edwards & Company
Missouri
$1.3M 47,589 +47,589 New
ACA
16
Aptus Capital Advisors
Alabama
$1.22M 44,606 +44,606 New
ASN
17
Advisory Services Network
Georgia
$1.21M 44,423 +44,423 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.09M 39,773 +39,773 New
FFS
19
Founders Financial Securities
Maryland
$976K 35,710 +35,710 New
HI
20
Harbour Investments
Wisconsin
$685K 25,052 +25,052 New
Citadel Advisors
21
Citadel Advisors
Florida
$671K 24,560 +24,560 New
VVP
22
Venture Visionary Partners
Ohio
$642K 23,490 +23,490 New
LNC
23
Lincoln National Corp
Pennsylvania
$556K 20,347 +20,347 New
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$448K 16,373 +16,373 New
AFM
25
Armstrong Fleming & Moore
District of Columbia
$420K 15,364 +15,364 New