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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
DIA
376
Dana Investment Advisors
Wisconsin
$250K
CIAS
377
Capital Investment Advisory Services
North Carolina
$249K +$32.4K +883 +15%
CW
378
CreativeOne Wealth
Kansas
$242K -$13.8K -376 -5%
WMA
379
West Michigan Advisors
Michigan
$241K +$238K +6,489 New
AG
380
AmeriFlex Group
Nevada
$233K +$218K +5,931 New
CF
381
Convergence Financial
Missouri
$232K +$16.1K +437 +8%
CFS
382
CRA Financial Services
New Jersey
$229K -$7.64K -208 -3%
FCM
383
Fourpath Capital Management
Oklahoma
$225K +$25.5K +694 +13%
CRWM
384
Castle Rock Wealth Management
California
$221K +$204K +5,550 New
Pathstone Holdings
385
Pathstone Holdings
New Jersey
$218K
PWM
386
Prosperity Wealth Management
California
$214K +$212K +5,765 New
DWAM
387
Duncan Williams Asset Management
Tennessee
$214K +$212K +5,760 New
VC
388
Vicus Capital
Pennsylvania
$209K +$206K +5,614 New
CL
389
CVFG LLC
Indiana
$208K +$206K +5,602 New
OSAM
390
O'Shaughnessy Asset Management
Connecticut
$208K +$206K +5,596 New
RYIA
391
Roehl & Yi Investment Advisors
Oregon
$207K +$384K +10,441 New
OFS
392
OneAscent Financial Services
Alabama
$205K +$203K +5,522 New
ZB
393
Zions Bancorporation
Utah
$186K
Bessemer Group
394
Bessemer Group
New Jersey
$183K
WIM
395
Westside Investment Management
California
$181K +$155K +4,225 +650%
IA
396
IFP Advisors
Florida
$165K +$34.2K +931 +26%
Corient Private Wealth
397
Corient Private Wealth
Florida
$165K -$385K -10,480 -15%
MWA
398
Medallion Wealth Advisors
Connecticut
$137K +$135K +3,685 New
CA
399
Clearstead Advisors
Ohio
$121K +$120K +3,266 New
PNC Financial Services Group
400
PNC Financial Services Group
Pennsylvania
$119K

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.