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Capital Group Growth ETF

330 hedge funds and large institutions have $4.4B invested in Capital Group Growth ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 196 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,967% more call options, than puts

Call options by funds: $62K | Put options by funds: $3K

364% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 11

300% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 49

18% more capital invested

Capital invested by funds: $3.73B → $4.4B (+$666M)

12% more funds holding

Funds holding: 294330 (+36)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

0.23% more ownership

Funds ownership: 71.53%71.76% (+0.23%)

Holders
330
Holders Change
+36
Holders Change %
+12.24%
% of All Funds
4.77%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.43%
New
51
Increased
196
Reduced
49
Closed
11
Calls
$62K
Puts
$3K
Net Calls
+$59K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
SN
226
Sittner & Nelson
Oregon
$533K
Citadel Advisors
227
Citadel Advisors
Florida
$531K +$512K +16,131 New
HA
228
HFG Advisors
Ohio
$530K
SFG
229
Seamount Financial Group
Colorado
$526K +$199K +6,272 +64%
PAS
230
Park Avenue Securities
New York
$520K +$131K +4,120 +35%
BW
231
Bison Wealth
Georgia
$518K
OWA
232
ORBA Wealth Advisors
Illinois
$501K +$50K +1,577 +12%
Mercer Global Advisors
233
Mercer Global Advisors
Colorado
$491K +$48.1K +1,515 +11%
HGERS
234
Householder Group Estate & Retirement Specialist
Arizona
$481K +$41.4K +1,305 +10%
MAM
235
McCarthy Asset Management
California
$475K +$133K +4,192 +41%
EWS
236
Evergreen Wealth Solutions
Pennsylvania
$472K +$455K +14,353 New
EH
237
Equitable Holdings
New York
$469K +$107K +3,384 +31%
SGI
238
Summit Global Investments
Utah
$469K +$117K +3,696 +35%
CMAI
239
Capital Management Associates Inc
Minnesota
$469K +$452K +14,251 New
LA
240
Lynch & Associates
Indiana
$468K +$38K +1,199 +9%
SCM
241
Saxony Capital Management
Missouri
$461K +$100K +3,163 +29%
AA
242
Advisory Alpha
Michigan
$457K
RGF
243
Retirement Guys Formula
Ohio
$454K +$438K +13,795 New
TCWM
244
Total Clarity Wealth Management
Illinois
$435K +$52.7K +1,662 +14%
KOMWMG
245
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$435K +$72.1K +2,273 +21%
BTWM
246
Baker Tilly Wealth Management
Wisconsin
$434K -$238K -7,500 -36%
NFA
247
Northwest Financial Advisors
Virginia
$431K +$49.7K +1,566 +14%
BAM
248
Belpointe Asset Management
Nevada
$430K +$18.1K +571 +5%
NWMG
249
National Wealth Management Group
Ohio
$429K +$7.55K +238 +2%
Qube Research & Technologies (QRT)
250
Qube Research & Technologies (QRT)
United Kingdom
$425K +$387K +12,203 +1,707%