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Capital Group Growth ETF

353 hedge funds and large institutions have $5.36B invested in Capital Group Growth ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 220 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 62

242% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 12

22% more capital invested

Capital invested by funds: $4.4B → $5.36B (+$965M)

7% more funds holding

Funds holding: 330353 (+23)

0% more funds holding in top 10

Funds holding in top 10: 3030 (0)

0.38% less ownership

Funds ownership: 71.76%71.38% (-0.38%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $205K

Holders
353
Holders Change
+23
Holders Change %
+6.97%
% of All Funds
5.07%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
41
Increased
220
Reduced
62
Closed
12
Calls
Puts
$205K
Net Calls
-$205K
Net Calls Change
-$264K
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
251
ORBA Wealth Advisors
Illinois
$530K
IA
252
IFG Advisory
Georgia
$529K +$503K +15,192 New
NWMG
253
National Wealth Management Group
Ohio
$522K +$65K +1,960 +15%
PTC
254
Private Trust Company
Ohio
$521K +$128K +3,855 +35%
NL
255
NWAM LLC
Washington
$516K +$492K +14,837 New
AFAS
256
Acorn Financial Advisory Services
Virginia
$516K +$139K +4,183 +39%
SFS
257
Sowell Financial Services
Arkansas
$515K +$490K +14,797 New
SGI
258
Summit Global Investments
Utah
$513K +$15.6K +470 +3%
HGERS
259
Householder Group Estate & Retirement Specialist
Arizona
$509K
NFA
260
Northwest Financial Advisors
Virginia
$508K +$49.7K +1,500 +11%
TSMHT
261
Thurston Springer Miller Herd & Titak
Indiana
$497K +$159K +4,800 +51%
KA
262
Kovack Advisors
Florida
$492K +$256K +7,735 +121%
KOMWMG
263
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$492K +$30.3K +913 +7%
AA
264
Advisory Alpha
Michigan
$484K +$66 +2 +0%
GVAG
265
Great Valley Advisor Group
Delaware
$480K +$168K +5,067 +58%
TCWM
266
Total Clarity Wealth Management
Illinois
$478K +$17.5K +529 +4%
JWCA
267
J.W. Cole Advisors
Florida
$476K +$77.2K +2,328 +20%
NFG
268
Nations Financial Group
Iowa
$469K +$79.7K +2,405 +22%
RGF
269
Retirement Guys Formula
Ohio
$464K -$14.9K -450 -3%
TWM
270
Trueblood Wealth Management
Ohio
$464K +$82.9K +2,500 +23%
Mercer Global Advisors
271
Mercer Global Advisors
Colorado
$463K -$50.3K -1,517 -10%
USCWA
272
U.S. Capital Wealth Advisors
Texas
$457K +$46.3K +1,397 +12%
BAM
273
Belpointe Asset Management
Nevada
$455K
MWM
274
Mattern Wealth Management
Kansas
$448K +$53.2K +1,605 +14%
SWMG
275
Sard Wealth Management Group
Georgia
$439K +$729 +22 +0.2%

CGGR Hedge Fund Activity: Q3 2024 in Review

353 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q3 2024, worth a combined $5.36B — up 22% from $4.4B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CGGR positions and 12 closed out — a net gain of 29 holders — while 220 added to existing stakes and 62 trimmed.

The largest buyer was LPL Financial, adding an estimated $81.4M. The largest seller was Jane Street, cutting an estimated $13.1M.

  • 353 institutional investors held Capital Group Growth ETF (CGGR) as of Q3 2024, up from 330 in Q2 2024.
  • Funds reported $5.36B of Capital Group Growth ETF stock for Q3 2024, up 22% quarter-over-quarter.
  • 41 funds opened new Capital Group Growth ETF positions in Q3 2024 and 12 closed out, a net change of +29 holders.
  • The largest Capital Group Growth ETF buyer in Q3 2024 was LPL Financial, an estimated $81.4M added.
  • The largest Capital Group Growth ETF seller in Q3 2024 was Jane Street, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2024.