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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
HFA
376
High Falls Advisors
New York
$325K +$66.3K +1,772 +23%
CB
377
Commerce Bank
Missouri
$317K -$7.48K -200 -2%
MFG
378
Mission Financial Group
Nevada
$313K +$292K +7,793 New
PCS
379
Private Client Services
Kentucky
$308K
Betterment LLC
380
Betterment LLC
New York
$304K +$15.1K +403 +5%
BZWA
381
Blue Zone Wealth Advisors
California
$304K +$65.4K +1,748 +25%
CL
382
Choreo LLC
Illinois
$303K -$12.5K -333 -4%
SG
383
StoneX Group
New York
$267K -$38.7K -1,033 -12%
WCM
384
Wealthcare Capital Management
Virginia
$264K +$2.13K +57 +0.7%
WCP
385
Wealthcare Capital Partners
Pennsylvania
$258K +$282K +7,526 New
RIA
386
Regal Investment Advisors
Michigan
$255K +$279K +7,447 New
PWM
387
Prosperity Wealth Management
California
$255K +$62.9K +1,681 +29%
OSAM
388
O'Shaughnessy Asset Management
Connecticut
$254K +$67.9K +1,816 +32%
PWA
389
PCG Wealth Advisors
Kansas
$252K +$275K +7,351 New
AMCA
390
Arthur M. Cohen & Associates
Illinois
$249K +$272K +7,258 New
PPWP
391
Premier Path Wealth Partners
New Jersey
$247K +$270K +7,205 New
Pathstone Holdings
392
Pathstone Holdings
New Jersey
$247K +$49.7K +1,328 +23%
OP
393
ORG Partners
Indiana
$246K -$24K -642 -8%
PFGIA
394
Patriot Financial Group Insurance Agency
Massachusetts
$244K -$22K -587 -8%
RYIA
395
Roehl & Yi Investment Advisors
Oregon
$243K +$56.5K +1,509 +14%
CL
396
CVFG LLC
Indiana
$242K +$54.4K +1,453 +26%
GSEP
397
Golden State Equity Partners
California
$234K +$256K +6,834 New
PWM
398
Perigon Wealth Management
California
$232K +$6.66K +178 +3%
DIA
399
Dana Investment Advisors
Wisconsin
$230K
CFS
400
CRA Financial Services
New Jersey
$227K +$17.5K +469 +8%

CGGR Hedge Fund Activity: Q1 2025 in Review

451 of the 7,457 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.