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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
EWA
101
EverSource Wealth Advisors
Alabama
$575K +$355K +14,824 +144%
PFS
102
Prospera Financial Services
Texas
$538K +$153K +6,395 +37%
Comerica Bank
103
Comerica Bank
Texas
$521K +$545K +22,751 New
OW
104
Olistico Wealth
Oklahoma
$517K
FFS
105
Founders Financial Securities
Maryland
$501K +$108K +4,500 +26%
BMWM
106
Brown Miller Wealth Management
Virginia
$472K +$50.2K +2,095 +11%
IA
107
IFP Advisors
Florida
$471K -$36.6K -1,527 -7%
Truist Financial
108
Truist Financial
North Carolina
$462K +$483K +20,143 New
RWP
109
Reliant Wealth Planning
Kentucky
$443K +$463K +19,326 New
CL
110
Choreo LLC
Illinois
$441K +$1.27K +53 +0.3%
Creative Planning
111
Creative Planning
Kansas
$419K +$144K +5,996 +49%
RJT
112
Raymond James Trust
Florida
$410K
BFA
113
Beacon Financial Advisory
Ohio
$402K +$23.8K +991 +6%
VA
114
Valmark Advisers
Ohio
$390K +$71.2K +2,968 +21%
OC
115
Oppenheimer & Co
New York
$382K +$82.1K +3,425 +26%
CFGS
116
Concourse Financial Group Securities
Alabama
$376K +$29.9K +1,246 +8%
SPC
117
Sigma Planning Corp
Michigan
$372K +$389K +16,222 New
CP
118
Capital Planning
Washington
$361K +$1.15K +48 +0.3%
1WA
119
180 Wealth Advisors
Washington
$360K -$9.23K -385 -2%
WCFA
120
Walkner Condon Financial Advisors
Wisconsin
$311K +$325K +13,555 New
MSAM
121
Moloney Securities Asset Management
Missouri
$301K +$315K +13,136 New
IAIM
122
International Assets Investment Management
Florida
$295K +$23.2K +967 +8%
SM
123
Sweeney & Michel
California
$282K +$286K +11,933 New
Renaissance Technologies
124
Renaissance Technologies
New York
$277K -$1.38M -57,700 -83%
WC
125
Waterloo Capital
Texas
$263K +$276K +11,495 New