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Capital Group Growth ETF

438 hedge funds and large institutions have $10.8B invested in Capital Group Growth ETF in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 234 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

827% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 11

225% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 72

101% more capital invested

Capital invested by funds: $5.36B → $10.8B (+$5.43B)

70% more funds holding in top 10

Funds holding in top 10: 3051 (+21)

24% more funds holding

Funds holding: 353438 (+85)

1.57% more ownership

Funds ownership: 71.38%72.95% (+1.6%)

Holders
438
Holders Change
+85
Holders Change %
+24.08%
% of All Funds
5.77%
Holding in Top 10
51
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+70%
% of All Funds
0.67%
New
102
Increased
234
Reduced
72
Closed
11
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$212K
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
251
Great Valley Advisor Group
Delaware
$978K +$460K +12,517 +91%
JF
252
JSF Financial
California
$973K +$962K +26,178 New
NF
253
NavPoint Financial
Minnesota
$966K -$197K -5,365 -17%
KFP
254
KMG Fiduciary Partners
Ohio
$944K -$43.6K -1,188 -4%
OL
255
Owen LaRue
Kentucky
$933K -$7.79K -212 -0.8%
RIL
256
Rothschild Investment LLC
Illinois
$933K +$326K +8,862 +55%
LWM
257
Lodestone Wealth Management
Washington
$926K -$7.57K -206 -0.8%
BFA
258
Bill Few Associates
Pennsylvania
$923K +$238K +6,475 +35%
Cerity Partners
259
Cerity Partners
New York
$922K +$26.7K +728 +3%
HP
260
Holistic Planning
Texas
$920K -$103K -2,805 -10%
KW
261
KWB Wealth
California
$910K +$960K +26,144 New
IA
262
IFG Advisory
Georgia
$904K +$335K +9,123 +60%
PWM
263
Pines Wealth Management
North Carolina
$900K +$885K +24,082 New
ATPW
264
Ashton Thomas Private Wealth
Arizona
$898K +$20.5K +558 +2%
Creative Planning
265
Creative Planning
Kansas
$894K -$22.8K -621 -3%
FA
266
Fermata Advisors
California
$882K +$872K +23,734 New
FHC
267
First Heartland Consultants
Missouri
$878K +$68.8K +1,872 +9%
FMN
268
Financial Management Network
California
$878K +$252K +6,865 +42%
TC
269
TownSquare Capital
Utah
$874K +$87.7K +2,386 +11%
WIC
270
Woodmont Investment Counsel
Tennessee
$874K +$35.7K +971 +4%
NG
271
Norden Group
Utah
$864K +$93.5K +2,545 +12%
1WA
272
180 Wealth Advisors
Washington
$843K +$105K +2,864 +14%
SWM
273
Silverlake Wealth Management
Vermont
$839K -$128K -3,483 -13%
PCIA
274
Prime Capital Investment Advisors
Kansas
$834K +$125K +3,408 +18%
Capital International Investors
275
Capital International Investors
California
$833K -$4.45K -121 -0.5%

CGGR Hedge Fund Activity: Q4 2024 in Review

438 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q4 2024, worth a combined $10.8B — up 101% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new CGGR positions and 11 closed out — a net gain of 91 holders — while 234 added to existing stakes and 72 trimmed.

The largest buyer was LPL Financial, adding an estimated $159M. The largest seller was Goldman Sachs, cutting an estimated $36.4M.

  • 438 institutional investors held Capital Group Growth ETF (CGGR) as of Q4 2024, up from 353 in Q3 2024.
  • Funds reported $10.8B of Capital Group Growth ETF stock for Q4 2024, up 101% quarter-over-quarter.
  • 102 funds opened new Capital Group Growth ETF positions in Q4 2024 and 11 closed out, a net change of +91 holders.
  • The largest Capital Group Growth ETF buyer in Q4 2024 was LPL Financial, an estimated $159M added.
  • The largest Capital Group Growth ETF seller in Q4 2024 was Goldman Sachs, an estimated $36.4M sold.

Based on aggregated 13F filings for Q4 2024.