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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
HAM
251
Harmony Asset Management
Arizona
$271K +$255K +8,484 New
PCS
252
Private Client Services
Kentucky
$267K +$30.4K +1,010 +14%
PMFA
253
Plante Moran Financial Advisors
Michigan
$257K +$241K +8,029 New
HIP
254
HUB Investment Partners
Texas
$256K +$241K +8,009 New
RK
255
Rather & Kittrell
Tennessee
$250K +$235K +7,800 New
BA
256
Bridge Advisory
California
$247K -$35K -1,163 -13%
CW
257
CreativeOne Wealth
Kansas
$236K +$222K +7,391 New
NAS
258
NWF Advisory Services
California
$235K +$221K +7,347 New
IA
259
IAM Advisory
Pennsylvania
$226K -$71.6K -2,380 -25%
KA
260
Kovack Advisors
Florida
$218K +$205K +6,804 New
DIA
261
Dana Investment Advisors
Wisconsin
$215K +$202K +6,721 New
TWM
262
Trueblood Wealth Management
Ohio
$211K +$198K +6,597 New
RA
263
RFG Advisory
Alabama
$207K +$194K +6,467 New
CFD
264
Creative Financial Designs
Indiana
$201K +$66.8K +2,222 +55%
RIL
265
Rothschild Investment LLC
Illinois
$180K +$156K +5,200 +1,224%
Bessemer Group
266
Bessemer Group
New Jersey
$158K
AF
267
Allworth Financial
California
$157K +$147K +4,905 New
GWSG
268
GPS Wealth Strategies Group
Colorado
$134K -$1.95K -65 -2%
DP
269
Denver PWM
Colorado
$117K +$123K +4,100 New
PNC Financial Services Group
270
PNC Financial Services Group
Pennsylvania
$114K
HCM
271
Highlander Capital Management
New Jersey
$89.1K +$83.7K +2,785 New
MG
272
Mather Group
Illinois
$77.9K +$83K +2,761 New
IA
273
IFP Advisors
Florida
$68.9K -$73.3K -2,438 -53%
CA
274
CoreCap Advisors
Michigan
$66.3K +$62.3K +2,071 New
PB
275
Pinnacle Bancorp
Nebraska
$64K +$15K +500 +33%