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Capital Group Growth ETF

608 hedge funds and large institutions have $14.4B invested in Capital Group Growth ETF in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 352 increasing their positions, 107 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

524% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 17

229% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 107

29% more funds holding in top 10

Funds holding in top 10: 7293 (+21)

18% more capital invested

Capital invested by funds: $12.2B → $14.4B (+$2.15B)

16% more funds holding

Funds holding: 526608 (+82)

1.3% more ownership

Funds ownership: 74.79%76.09% (+1.3%)

Holders
608
Holders Change
+82
Holders Change %
+15.59%
% of All Funds
7.4%
Holding in Top 10
93
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+29.17%
% of All Funds
1.13%
New
106
Increased
352
Reduced
107
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
401
Mascagni Wealth Management
Mississippi
$771K +$41.1K +931 +6%
HAM
402
Harmony Asset Management
Arizona
$766K -$22.8K -516 -3%
SW
403
SteelPeak Wealth
California
$763K -$361K -8,167 -32%
AQR Capital Management
404
AQR Capital Management
Connecticut
$760K +$394K +8,914 +109%
Bank of Montreal
405
Bank of Montreal
Ontario, Canada
$759K +$8.96K +203 +1%
KFP
406
KMG Fiduciary Partners
Ohio
$751K +$2.56K +58 +0.3%
KFSN
407
Keystone Financial Services (Nebraska)
Nebraska
$737K +$14.8K +336 +2%
NFA
408
Northwest Financial Advisors
Virginia
$733K -$21.9K -497 -3%
CL
409
Choreo LLC
Illinois
$731K -$22.7K -514 -3%
SWMG
410
Signature Wealth Management Group
Georgia
$727K
CC
411
Clearwave Capital
California
$724K +$719K +16,278 New
PFPG
412
Pinnacle Financial Partners (Georgia)
Georgia
$720K +$715K +16,196 New
AA
413
Advisory Alpha
Michigan
$716K -$7.82K -177 -1%
TF
414
Threadgill Financial
Texas
$715K +$710K +16,084 New
TCA
415
Transcend Capital Advisors
New Jersey
$714K +$355K +8,032 +100%
PWM
416
Prosperity Wealth Management
California
$712K +$312K +7,075 +79%
VT
417
Vise Technologies
New York
$702K +$697K +15,796 New
TWM
418
Tortuga Wealth Management
California
$678K +$673K +15,241 New
OWA
419
ORBA Wealth Advisors
Illinois
$677K
JFG
420
Jefferies Financial Group
New York
$677K +$672K +15,219 New
APP
421
Avantax Planning Partners
Iowa
$669K +$309 +7 +0%
WFS
422
WealthGarden F.S.
California
$668K -$5.7K -129 -0.9%
RAG
423
RIA Advisory Group
Iowa
$668K +$40.8K +925 +7%
RIG
424
RiverFront Investment Group
Virginia
$667K
BWP
425
Balboa Wealth Partners
Arizona
$662K +$32.2K +730 +5%