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Capital Group Growth ETF

264 hedge funds and large institutions have $2.73B invested in Capital Group Growth ETF in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 150 increasing their positions, 35 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,133% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 3

450% more call options, than puts

Call options by funds: $11K | Put options by funds: $2K

329% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 35

64% more funds holding in top 10

Funds holding in top 10: 1423 (+9)

42% more capital invested

Capital invested by funds: $1.92B → $2.73B (+$807M)

31% more funds holding

Funds holding: 201264 (+63)

0.48% more ownership

Funds ownership: 70.86%71.35% (+0.48%)

Holders
264
Holders Change
+63
Holders Change %
+31.34%
% of All Funds
3.85%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.34%
New
67
Increased
150
Reduced
35
Closed
3
Calls
$11K
Puts
$2K
Net Calls
+$9K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
226
Thoroughbred Financial Services
Tennessee
$246K
SGI
227
Summit Global Investments
Utah
$239K +$218K +8,451 New
FHC
228
First Heartland Consultants
Missouri
$236K
Betterment LLC
229
Betterment LLC
New York
$234K +$214K +8,288 New
SAG
230
SageView Advisory Group
California
$234K -$9.02K -349 -4%
WIC
231
Woodmont Investment Counsel
Tennessee
$229K +$209K +8,098 New
JWCA
232
J.W. Cole Advisors
Florida
$226K +$207K +8,021 New
SFG
233
Seamount Financial Group
Colorado
$226K +$207K +8,007 New
D.E. Shaw & Co
234
D.E. Shaw & Co
New York
$217K +$199K +7,700 New
MAM
235
McCarthy Asset Management
California
$217K +$198K +7,670 New
ACI
236
Alpha Cubed Investments
California
$212K +$194K +7,500 New
NFG
237
Nations Financial Group
Iowa
$207K +$190K +7,345 New
PCS
238
Private Client Services
Kentucky
$207K +$190K +7,330 New
ACM
239
Advance Capital Management
Michigan
$204K +$187K +7,242 New
IWC
240
Integrated Wealth Concepts
Massachusetts
$204K +$187K +7,216 New
MCA
241
MSH Capital Advisors
Arizona
$203K +$186K +7,187 New
TRCT
242
Tower Research Capital (TRC)
New York
$187K +$171K +6,616 New
NFA
243
Northwest Financial Advisors
Virginia
$164K +$150K +5,808 New
Bessemer Group
244
Bessemer Group
New Jersey
$139K +$128K +4,935 New
IA
245
IFP Advisors
Florida
$130K -$73.8K -2,854 -38%
GWSG
246
GPS Wealth Strategies Group
Colorado
$120K
CFD
247
Creative Financial Designs
Indiana
$115K +$2.64K +102 +3%
PNC Financial Services Group
248
PNC Financial Services Group
Pennsylvania
$101K +$92.5K +3,576 New
HNB
249
Huntington National Bank
Ohio
$59.6K
FHA
250
First Horizon Advisors
Tennessee
$52.6K

CGGR Hedge Fund Activity: Q4 2023 in Review

264 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q4 2023, worth a combined $2.73B — up 42% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new CGGR positions and 3 closed out — a net gain of 64 holders — while 150 added to existing stakes and 35 trimmed.

The largest buyer was Bank of America, adding an estimated $72.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $10.9M sold.

  • 264 institutional investors held Capital Group Growth ETF (CGGR) as of Q4 2023, up from 201 in Q3 2023.
  • Funds reported $2.73B of Capital Group Growth ETF stock for Q4 2023, up 42% quarter-over-quarter.
  • 67 funds opened new Capital Group Growth ETF positions in Q4 2023 and 3 closed out, a net change of +64 holders.
  • The largest Capital Group Growth ETF buyer in Q4 2023 was Bank of America, an estimated $72.3M added.
  • The largest Capital Group Growth ETF seller in Q4 2023 was Susquehanna International Group, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2023.