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Capital Group Global Growth Equity ETF

148 hedge funds and large institutions have $1.36B invested in Capital Group Global Growth Equity ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 86 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 21

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

13% more funds holding

Funds holding: 131148 (+17)

11% more capital invested

Capital invested by funds: $1.22B → $1.36B (+$137M)

1.89% more ownership

Funds ownership: 69.11%71% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
148
Holders Change
+17
Holders Change %
+12.98%
% of All Funds
2.35%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
32
Increased
86
Reduced
21
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$11.9M +$233K +9,718 +2%
KAS
27
Kestra Advisory Services
Texas
$11.1M +$1.16M +48,560 +11%
Stifel Financial
28
Stifel Financial
Missouri
$9.6M +$593K +24,745 +6%
BFG
29
Bleakley Financial Group
New Jersey
$9.02M -$14.5K -605 -0.2%
SS
30
Simplicity Solutions
Minnesota
$9.02M -$14.5K -605 -0.2%
MSFS
31
Main Street Financial Solutions
Pennsylvania
$7.95M +$2.6M +108,490 +46%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$7.39M +$539K +22,467 +7%
LNC
33
Lincoln National Corp
Pennsylvania
$7.12M +$196K +8,159 +3%
AWM
34
Axxcess Wealth Management
California
$7.04M -$252K -10,529 -3%
CSPIA
35
Cary Street Partners Investment Advisory
Virginia
$6.97M +$3.98M +166,037 +120%
WMA
36
West Michigan Advisors
Michigan
$6.61M +$266K +11,095 +4%
PA
37
Paragon Advisors
Texas
$5.59M -$886K -36,961 -13%
PGFC
38
Peapack-Gladstone Financial Corp
New Jersey
$5.57M +$128K +5,340 +2%
FWS
39
FinDec Wealth Services
California
$5.52M +$46.6K +1,945 +0.8%
SFA
40
Souders Financial Advisors
Ohio
$5.14M -$71.4K -2,978 -1%
GKWIM
41
Gerber Kawasaki Wealth & Investment Management
California
$5.13M +$4.86M +202,766 +960%
USCWA
42
U.S. Capital Wealth Advisors
Texas
$4.43M -$299K -12,465 -6%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$4.43M +$864K +36,042 +23%
MWM
44
Madison Wealth Management
Ohio
$4.4M +$367K +15,326 +9%
CA
45
Carson Advisory
Georgia
$4.24M +$45.4K +1,893 +1%
MA
46
Mutual Advisors
Nebraska
$4.22M +$1.1M +45,872 +33%
AWS
47
Atria Wealth Solutions
New York
$3.83M -$650K -27,121 -14%
FMN
48
Financial Management Network
California
$3.67M +$205K +8,550 +6%
SLWA
49
San Luis Wealth Advisors
California
$3.1M +$662K +27,592 +26%
SWP
50
Stratos Wealth Partners
Ohio
$2.7M +$2.48M +103,392 +709%