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Capital Group Core Balanced ETF

108 hedge funds and large institutions have $426M invested in Capital Group Core Balanced ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 53 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
108
Holders Change
+35
Holders Change %
+47.95%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
53
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACM
1
Advance Capital Management
Michigan
$60M 2,017,711 +97,167 +5%
LPL Financial
2
LPL Financial
California
$43.1M 1,448,597 +1,145,222 +377%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$37.2M 1,249,621 +1,140,353 +1,044%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$34.3M 1,154,454 +1,067,655 +1,230%
Morgan Stanley
5
Morgan Stanley
New York
$22.1M 742,919 +666,200 +868%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$21M 707,515 -13,114 -2%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$20.2M 679,132 +185,251 +38%
Osaic Holdings
8
Osaic Holdings
Arizona
$18.6M 626,751 +84,981 +16%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$15.5M 522,235 +357,429 +217%
Jane Street
10
Jane Street
New York
$13.2M 444,604 +436,084 +5,118%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$11.9M 400,367 +400,367 New
DJSG
12
D.J. St. Germain
Massachusetts
$11.6M 391,664 +391,664 New
KAS
13
Kestra Advisory Services
Texas
$6.88M 231,326 +94,062 +69%
MML Investors Services
14
MML Investors Services
Massachusetts
$6.11M 205,456 +142,049 +224%
CIA
15
Concurrent Investment Advisors
Florida
$5.87M 197,479 +197,479 New
SS
16
Sunbelt Securities
Texas
$5.56M 187,153 +15,978 +9%
DADC
17
D.A. Davidson & Co
Montana
$5.31M 178,632 +38,431 +27%
Mariner
18
Mariner
Kansas
$4.23M 142,179 +45,799 +48%
RW
19
Rockport Wealth
Ohio
$4.11M 138,349 +41,425 +43%
HI
20
Harbour Investments
Wisconsin
$3.83M 128,842 +53,789 +72%
WWP
21
WR Wealth Planners
Missouri
$3.75M 125,992 -955 -0.8%
CGPCS
22
Capital Group Private Client Services
California
$3.24M 108,919 -2,885 -3%
ASN
23
Advisory Services Network
Georgia
$3.16M 106,308 +47,972 +82%
AAS
24
Ameritas Advisory Services
Nebraska
$2.56M 86,153 +72,686 +540%
HighTower Advisors
25
HighTower Advisors
Illinois
$2.37M 79,511 -956 -1%