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Capital Group Global Growth Equity ETF

131 hedge funds and large institutions have $1.22B invested in Capital Group Global Growth Equity ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 5

353% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 17

33% more capital invested

Capital invested by funds: $915M → $1.22B (+$304M)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

18% more funds holding

Funds holding: 111131 (+20)

1.1% more ownership

Funds ownership: 68%69.11% (+1.1%)

Holders
131
Holders Change
+20
Holders Change %
+18.02%
% of All Funds
2.06%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
25
Increased
77
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
101
Signature Wealth Management Group
Georgia
$377K -$7.79K -331 -2%
CFGS
102
Concourse Financial Group Securities
Alabama
$370K +$24.1K +1,025 +7%
SWP
103
Stratos Wealth Partners
Ohio
$354K +$343K +14,584 New
VA
104
Valmark Advisers
Ohio
$341K +$4.83K +205 +1%
AAS
105
Avantax Advisory Services
Texas
$340K +$329K +13,977 New
OC
106
Oppenheimer & Co
New York
$321K +$311K +13,225 New
Creative Planning
107
Creative Planning
Kansas
$298K +$10K +426 +4%
IAIM
108
International Assets Investment Management
Florida
$292K +$70.7K +3,000 +33%
MFG
109
Merit Financial Group
Georgia
$277K -$244K -10,366 -48%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$265K +$249K +10,555 +3,059%
EWA
111
EverSource Wealth Advisors
Alabama
$250K +$151K +6,429 +167%
Citadel Advisors
112
Citadel Advisors
Florida
$247K +$240K +10,185 New
TCWM
113
Total Clarity Wealth Management
Illinois
$247K +$239K +10,150 New
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$227K -$61.5K -2,611 -22%
IWC
115
Integrated Wealth Concepts
Massachusetts
$214K +$208K +8,816 New
LF
116
Lantz Financial
Illinois
$214K
ACM
117
Advance Capital Management
Michigan
$210K +$203K +8,640 New
JWCA
118
J.W. Cole Advisors
Florida
$210K +$203K +8,625 New
Morgan Stanley
119
Morgan Stanley
New York
$146K +$11.1K +472 +9%
SN
120
Sittner & Nelson
Oregon
$78.9K
WWP
121
WR Wealth Planners
Missouri
$72.2K
LFG
122
Larson Financial Group
Missouri
$46.4K +$24.7K +1,050 +122%
RG
123
Retirement Group
California
$44.1K
CAL
124
Capital Analysts LLC
Pennsylvania
$23K
GRP
125
Global Retirement Partners
California
$14.6K