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Capital Group Core Balanced ETF

73 hedge funds and large institutions have $219M invested in Capital Group Core Balanced ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 31 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
73
Holders Change
+33
Holders Change %
+82.5%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
37
Increased
31
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACM
1
Advance Capital Management
Michigan
$55.9M 1,920,544 +1,920,544 New
Capital International Investors
2
Capital International Investors
California
$22M 757,000 -202,000 -21%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$21M 720,629 +569,828 +378%
Osaic Holdings
4
Osaic Holdings
Arizona
$15.8M 541,770 +344,266 +174%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$14.4M 493,881 +269,552 +120%
LPL Financial
6
LPL Financial
California
$8.83M 303,375 +303,375 New
OMC
7
Old Mission Capital
Illinois
$5.26M 180,576 -30,907 -15%
SS
8
Sunbelt Securities
Texas
$4.98M 171,175 +71,450 +72%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$4.8M 164,806 +98,841 +150%
DADC
10
D.A. Davidson & Co
Montana
$4.08M 140,201 +140,201 New
KAS
11
Kestra Advisory Services
Texas
$4M 137,264 +3,225 +2%
WWP
12
WR Wealth Planners
Missouri
$3.7M 126,947 +75,383 +146%
CGPCS
13
Capital Group Private Client Services
California
$3.25M 111,804 +2,723 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.18M 109,268 +100,672 +1,171%
RW
15
Rockport Wealth
Ohio
$2.82M 96,924 +96,924 New
Mariner
16
Mariner
Kansas
$2.81M 96,380 +96,380 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.53M 86,799 +47,026 +118%
HighTower Advisors
18
HighTower Advisors
Illinois
$2.33M 80,467 +80,467 New
Morgan Stanley
19
Morgan Stanley
New York
$2.23M 76,719 +76,719 New
HI
20
Harbour Investments
Wisconsin
$2.18M 75,053 +50,001 +200%
FFS
21
Founders Financial Securities
Maryland
$1.92M 65,962 +30,252 +85%
TFG
22
Taylor Financial Group
Virginia
$1.9M 65,398 +2,444 +4%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.85M 63,407 +11,636 +22%
Goldman Sachs
24
Goldman Sachs
New York
$1.75M 60,000 +60,000 New
ACA
25
Aptus Capital Advisors
Alabama
$1.7M 58,336 +13,730 +31%