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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
CAL
251
Capital Analysts LLC
Pennsylvania
$51K -$29.9K -1,158 -39%
PB
252
Pinnacle Bancorp
Nebraska
$42.3K +$23.3K +900 +150%
FCA
253
FinTrust Capital Advisors
South Carolina
$42.3K +$38.8K +1,500 New
WAS
254
Winch Advisory Services
Wisconsin
$41.3K +$26K +1,004 +219%
TCG
255
Transcendent Capital Group
Oklahoma
$33.2K +$30.4K +1,174 New
TVAMP
256
Tennessee Valley Asset Management Partners
Tennessee
$32.7K +$29.9K +1,158 New
NCM
257
Northwest Capital Management
Oregon
$32K +$29.3K +1,133 New
Fidelity Investments
258
Fidelity Investments
Massachusetts
$25.9K +$23.7K +915 +91,500%
WTC
259
WhitTier Trust Company
Nevada
$14.7K +$13.4K +520 New
RIL
260
Rothschild Investment LLC
Illinois
$12K +$11K +425 New
ME
261
McIlrath & Eck
Washington
$11.9K
TAM
262
Tucker Asset Management
Colorado
$4.8K +$4.39K +170 New
FPF
263
First Pacific Financial
Washington
$1.47K +$1.34K +52 New
BCWM
264
Bartlett & Co Wealth Management
Ohio
$1.23K +$1.11K +43 New
BC
265
Bartlett & Co
Ohio
$1K +$1.11K +43 New
Susquehanna International Group
266
Susquehanna International Group
Pennsylvania
-$10.9M -444,250 Closed
Marshall Wace
267
Marshall Wace
United Kingdom
-$595K -24,273 Closed
IWP
268
IAG Wealth Partners
Wisconsin
-$12.1K -495 Closed

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.