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Capital Group Core Balanced ETF

136 hedge funds and large institutions have $653M invested in Capital Group Core Balanced ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
136
Holders Change
+28
Holders Change %
+25.93%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
34
Increased
82
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$78M 2,513,280 +1,064,683 +73%
ACM
2
Advance Capital Management
Michigan
$65M 2,094,775 +77,064 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$50.4M 1,623,130 +468,676 +41%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$45.6M 1,467,726 +218,105 +17%
Morgan Stanley
5
Morgan Stanley
New York
$39M 1,256,837 +513,918 +69%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$35.8M 1,153,227 +630,992 +121%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$29.6M 954,152 +275,020 +40%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$27.6M 889,024 +181,509 +26%
Osaic Holdings
9
Osaic Holdings
Arizona
$24.9M 801,278 +174,527 +28%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$22.6M 728,051 +327,684 +82%
KAS
11
Kestra Advisory Services
Texas
$17.9M 575,249 +343,923 +149%
RJA
12
Raymond James & Associates
Florida
$15.3M 491,605 +472,619 +2,489%
DJSG
13
D.J. St. Germain
Massachusetts
$14.6M 468,632 +76,968 +20%
Jane Street
14
Jane Street
New York
$9.53M 306,785 -137,819 -31%
FTUS
15
Flow Traders U.S.
New York
$8.33M 268,172 +194,873 +266%
PAG
16
Private Advisor Group
New Jersey
$8.18M 263,295 +197,484 +300%
MML Investors Services
17
MML Investors Services
Massachusetts
$7.54M 242,924 +37,468 +18%
HI
18
Harbour Investments
Wisconsin
$6.92M 222,857 +94,015 +73%
SAM
19
Smartleaf Asset Management
Massachusetts
$6.6M 211,645 +211,645 New
Mariner
20
Mariner
Kansas
$6.49M 209,147 +66,968 +47%
DADC
21
D.A. Davidson & Co
Montana
$6.07M 195,553 +16,921 +9%
CIA
22
Concurrent Investment Advisors
Florida
$6.04M 194,459 -3,020 -2%
SS
23
Sunbelt Securities
Texas
$4.8M 154,616 -32,537 -17%
CGPCS
24
Capital Group Private Client Services
California
$4.79M 154,271 +45,352 +42%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$3.94M 126,927 +79,837 +170%