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Capital Group Growth ETF

451 hedge funds and large institutions have $7.28B invested in Capital Group Growth ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 289 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 82

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

6% more funds holding in top 10

Funds holding in top 10: 5154 (+3)

3% more funds holding

Funds holding: 438451 (+13)

0.55% more ownership

Funds ownership: 72.95%73.49% (+0.55%)

33% less capital invested

Capital invested by funds: $10.8B → $7.28B (-$3.52B)

Holders
451
Holders Change
+13
Holders Change %
+2.97%
% of All Funds
6.05%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
0.72%
New
41
Increased
289
Reduced
82
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
326
Private Trust Company
Ohio
$585K -$55.6K -1,485 -8%
KOMWMG
327
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$578K +$41.1K +1,099 +7%
FWS
328
FinDec Wealth Services
California
$564K -$3.58M -95,575 -85%
MWM
329
Mattern Wealth Management
Kansas
$560K +$125K +3,350 +26%
HA
330
HFG Advisors
Ohio
$552K
OWA
331
Octavia Wealth Advisors
Ohio
$552K -$29.8K -797 -5%
FCM
332
Fourpath Capital Management
Oklahoma
$551K +$376K +10,036 +166%
OPWM
333
Oxinas Partners Wealth Management
Indiana
$548K +$25.1K +671 +4%
APP
334
Avantax Planning Partners
Iowa
$548K +$20.4K +545 +4%
SWMG
335
Signature Wealth Management Group
Georgia
$547K -$24.8K -664 -4%
CI
336
CPR Investments
Michigan
$544K -$147K -3,940 -20%
AWM
337
Apollon Wealth Management
South Carolina
$540K +$3.89K +104 +0.7%
Bank of Montreal
338
Bank of Montreal
Ontario, Canada
$526K +$9.65K +258 +2%
Susquehanna International Group
339
Susquehanna International Group
Pennsylvania
$525K -$126K -3,371 -18%
OWA
340
ORBA Wealth Advisors
Illinois
$522K
NFA
341
Northwest Financial Advisors
Virginia
$510K
WFS
342
WealthGarden F.S.
California
$509K -$41.9K -1,119 -7%
WAM
343
Weatherly Asset Management
California
$503K
AA
344
Armis Advisers
Georgia
$502K +$539K +14,407 New
BAM
345
Belpointe Asset Management
Nevada
$501K +$57.8K +1,544 +12%
MWM
346
Mascagni Wealth Management
Mississippi
$496K
QCM
347
Quantinno Capital Management
New York
$492K -$116K -3,106 -18%
KFSN
348
Keystone Financial Services (Nebraska)
Nebraska
$491K +$63.9K +1,708 +14%
CHJWM
349
Carlton Hofferkamp & Jenks Wealth Management
Texas
$484K +$85.7K +2,291 +18%
AA
350
Advisory Alpha
Michigan
$484K +$7.67K +205 +1%

CGGR Hedge Fund Activity: Q1 2025 in Review

451 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q1 2025, worth a combined $7.28B — down 33% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CGGR positions and 19 closed out — a net gain of 22 holders — while 289 added to existing stakes and 82 trimmed.

The largest buyer was LPL Financial, adding an estimated $227M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $45.8M sold.

  • 451 institutional investors held Capital Group Growth ETF (CGGR) as of Q1 2025, up from 438 in Q4 2024.
  • Funds reported $7.28B of Capital Group Growth ETF stock for Q1 2025, down 33% quarter-over-quarter.
  • 41 funds opened new Capital Group Growth ETF positions in Q1 2025 and 19 closed out, a net change of +22 holders.
  • The largest Capital Group Growth ETF buyer in Q1 2025 was LPL Financial, an estimated $227M added.
  • The largest Capital Group Growth ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $45.8M sold.

Based on aggregated 13F filings for Q1 2025.