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Capital Group Growth ETF

292 hedge funds and large institutions have $3.73B invested in Capital Group Growth ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 173 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+29
Holders Change %
+11.03%
% of All Funds
4.23%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.41%
New
43
Increased
173
Reduced
56
Closed
10
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Shares
Change %
TCWM
226
Total Clarity Wealth Management
Illinois
$370K +$15K +469 +4%
NFA
227
Northwest Financial Advisors
Virginia
$369K +$184K +5,738 +99%
MCA
228
MSH Capital Advisors
Arizona
$367K +$137K +4,293 +60%
CCAL
229
City Center Advisors LLC
Michigan
$364K +$364K +11,389 New
FEM
230
Fulcrum Equity Management
Texas
$364K +$364K +11,389 New
USCWA
231
U.S. Capital Wealth Advisors
Texas
$359K +$25.6K +800 +8%
IGWM
232
ICA Group Wealth Management
Colorado
$359K +$43.1K +1,346 +14%
KOMWMG
233
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$350K +$69.1K +2,160 +25%
EH
234
Equitable Holdings
New York
$348K +$348K +10,882 New
SCM
235
Saxony Capital Management
Missouri
$347K +$4.29K +134 +1%
PTC
236
Private Trust Company
Ohio
$343K -$31.4K -980 -8%
AFAS
237
Acorn Financial Advisory Services
Virginia
$340K -$25.6K -801 -7%
SGI
238
Summit Global Investments
Utah
$338K +$67.9K +2,126 +25%
TC
239
Trilogy Capital
California
$335K +$335K +10,476 New
JWCA
240
J.W. Cole Advisors
Florida
$333K +$76.2K +2,381 +30%
KWM
241
Kingsview Wealth Management
Oregon
$329K -$86.7K -2,710 -21%
MAM
242
McCarthy Asset Management
California
$328K +$83K +2,595 +34%
FHC
243
First Heartland Consultants
Missouri
$314K +$46.6K +1,458 +17%
SFG
244
Seamount Financial Group
Colorado
$311K +$55.1K +1,723 +22%
CL
245
CIM LLC
New York
$295K -$4.93K -154 -2%
SWP
246
Stratos Wealth Partners
Ohio
$283K
NFG
247
Nations Financial Group
Iowa
$279K +$44.1K +1,380 +19%
TFS
248
Thoroughbred Financial Services
Tennessee
$279K
Betterment LLC
249
Betterment LLC
New York
$273K +$7.71K +241 +3%
HAM
250
Harmony Asset Management
Arizona
$271K +$271K +8,484 New