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Capital Group Core Balanced ETF

185 hedge funds and large institutions have $2.09B invested in Capital Group Core Balanced ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 108 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+49
Holders Change %
+36.03%
% of All Funds
2.46%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.09%
New
58
Increased
108
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.16B +$261M +8,353 +29%
LPL Financial
2
LPL Financial
California
$118M +$39.8M +1,274,153 +51%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$74.7M +$24M +766,049 +47%
ACM
4
Advance Capital Management
Michigan
$67.6M +$2.06M +65,778 +3%
Morgan Stanley
5
Morgan Stanley
New York
$57M +$17.7M +566,118 +45%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$49.8M +$13.7M +439,417 +38%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$42.7M -$3.2M -102,227 -7%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$39.8M +$9.92M +317,316 +33%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$38.6M +$10.8M +343,818 +39%
Osaic Holdings
10
Osaic Holdings
Arizona
$36.8M +$11.8M +376,918 +47%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$32.1M +$9.35M +299,033 +41%
Raymond James Financial
12
Raymond James Financial
Florida
$26.4M +$26.4M +843,786 New
KAS
13
Kestra Advisory Services
Texas
$22.1M +$4.08M +130,605 +23%
DJSG
14
D.J. St. Germain
Massachusetts
$17.9M +$3.27M +104,540 +22%
MML Investors Services
15
MML Investors Services
Massachusetts
$14.7M +$7.14M +228,236 +94%
Mariner
16
Mariner
Kansas
$13.8M +$7.24M +231,494 +111%
GFG
17
Greenbush Financial Group
New York
$10.1M +$10.1M +322,336 New
PAG
18
Private Advisor Group
New Jersey
$9.95M +$1.72M +55,001 +21%
HI
19
Harbour Investments
Wisconsin
$8.46M +$1.49M +47,745 +21%
ASN
20
Advisory Services Network
Georgia
$8.43M +$5.11M +163,277 +154%
SAM
21
Smartleaf Asset Management
Massachusetts
$7.3M +$674K +21,501 +10%
Jane Street
22
Jane Street
New York
$7.01M -$2.58M -82,540 -27%
CWS
23
Confluence Wealth Services
Pennsylvania
$6.92M +$4.96M +154,001 +252%
DADC
24
D.A. Davidson & Co
Montana
$6.58M +$463K +14,796 +8%
CIA
25
Concurrent Investment Advisors
Florida
$5.99M -$93.7K -2,997 -2%