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Capital Group Growth ETF

294 hedge funds and large institutions have $3.73B invested in Capital Group Growth ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 174 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 10

211% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 56

37% more capital invested

Capital invested by funds: $2.73B → $3.73B (+$1B)

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

11% more funds holding

Funds holding: 264294 (+30)

0.18% more ownership

Funds ownership: 71.35%71.53% (+0.18%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
294
Holders Change
+30
Holders Change %
+11.36%
% of All Funds
4.24%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.4%
New
44
Increased
174
Reduced
56
Closed
10
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
226
Park Avenue Securities
New York
$374K +$53.2K +1,768 +18%
TCWM
227
Total Clarity Wealth Management
Illinois
$370K +$14.1K +469 +4%
NFA
228
Northwest Financial Advisors
Virginia
$369K +$173K +5,738 +99%
MCA
229
MSH Capital Advisors
Arizona
$367K +$129K +4,293 +60%
CCAL
230
City Center Advisors LLC
Michigan
$364K +$342K +11,389 New
FEM
231
Fulcrum Equity Management
Texas
$364K +$342K +11,389 New
USCWA
232
U.S. Capital Wealth Advisors
Texas
$359K +$24.1K +800 +8%
IGWM
233
ICA Group Wealth Management
Colorado
$359K +$40.5K +1,346 +14%
KOMWMG
234
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$350K +$64.9K +2,160 +25%
EH
235
Equitable Holdings
New York
$348K +$327K +10,882 New
SCM
236
Saxony Capital Management
Missouri
$347K +$4.03K +134 +1%
PTC
237
Private Trust Company
Ohio
$343K -$29.5K -980 -8%
AFAS
238
Acorn Financial Advisory Services
Virginia
$340K -$24.1K -801 -7%
SGI
239
Summit Global Investments
Utah
$338K +$63.9K +2,126 +25%
TC
240
Trilogy Capital
California
$335K +$315K +10,476 New
JWCA
241
J.W. Cole Advisors
Florida
$333K +$71.6K +2,381 +30%
KWM
242
Kingsview Wealth Management
Oregon
$329K -$81.5K -2,710 -21%
MAM
243
McCarthy Asset Management
California
$328K +$78K +2,595 +34%
FHC
244
First Heartland Consultants
Missouri
$314K +$43.8K +1,458 +17%
SFG
245
Seamount Financial Group
Colorado
$311K +$51.8K +1,723 +22%
CL
246
CIM LLC
New York
$295K -$4.63K -154 -2%
SWP
247
Stratos Wealth Partners
Ohio
$283K
NFG
248
Nations Financial Group
Iowa
$279K +$41.5K +1,380 +19%
TFS
249
Thoroughbred Financial Services
Tennessee
$279K
Betterment LLC
250
Betterment LLC
New York
$273K +$7.25K +241 +3%