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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
NFG
326
Nations Financial Group
Iowa
$539K +$37.5K +1,022 +8%
CL
327
CIM LLC
New York
$538K +$74.6K +2,031 +16%
BW
328
Bison Wealth
Georgia
$536K -$63.9K -1,740 -11%
FA
329
Faithward Advisors
Pennsylvania
$530K -$295K -8,018 -36%
KWM
330
Kingsview Wealth Management
Oregon
$521K +$59.5K +1,620 +13%
AA
331
Advisory Alpha
Michigan
$518K +$551 +15 +0.1%
IWM
332
Iams Wealth Management
Nebraska
$512K +$506K +13,774 New
RAG
333
RIA Advisory Group
Iowa
$510K +$504K +13,723 New
VCM
334
Virtue Capital Management
Tennessee
$508K +$502K +13,657 New
CHJWM
335
Carlton Hofferkamp & Jenks Wealth Management
Texas
$497K +$404 +11 +0.1%
MWM
336
Mascagni Wealth Management
Mississippi
$496K +$532K +14,493 New
RGF
337
Retirement Guys Formula
Ohio
$493K -$3.38K -92 -0.7%
USCWA
338
U.S. Capital Wealth Advisors
Texas
$488K
MWM
339
Mattern Wealth Management
Kansas
$483K +$4.11K +112 +0.9%
CFD
340
Creative Financial Designs
Indiana
$481K +$26.6K +723 +6%
TWM
341
Trinity Wealth Management
Pennsylvania
$470K +$168K +4,580 +57%
SWMG
342
Sard Wealth Management Group
Georgia
$469K +$771 +21 +0.2%
KFSN
343
Keystone Financial Services (Nebraska)
Nebraska
$469K +$464K +12,620 New
FFA
344
Founders Financial Alliance
North Carolina
$467K
KFGK
345
Keystone Financial Group (Kentucky)
Kentucky
$449K +$443K +12,068 New
BAM
346
Belpointe Asset Management
Nevada
$439K
CLA
347
Carnegie Lake Advisors
New Jersey
$433K +$131K +3,563 +44%
QFA
348
Quantum Financial Advisors
California
$431K
GWSG
349
GPS Wealth Strategies Group
Colorado
$428K +$17.5K +477 +4%
IAIM
350
International Assets Investment Management
Florida
$417K -$7.82M -212,991 -95%

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.