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Capital Group Growth ETF

600 hedge funds and large institutions have $15B invested in Capital Group Growth ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 354 increasing their positions, 128 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 128

15% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 47

1.48% more ownership

Funds ownership: 76.09%77.57% (+1.5%)

4% more capital invested

Capital invested by funds: $14.4B → $15B (+$574M)

1% less funds holding

Funds holding: 608600 (-8)

16% less funds holding in top 10

Funds holding in top 10: 9378 (-15)

Holders
600
Holders Change
-8
Holders Change %
-1.32%
% of All Funds
7.39%
Holding in Top 10
78
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.13%
% of All Funds
0.96%
New
54
Increased
354
Reduced
128
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
26
Independent Advisor Alliance
North Carolina
$88.3M +$94.8M +2,196,342 New
PAG
27
Private Advisor Group
New Jersey
$84.1M +$4.8M +111,185 +6%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$80.5M -$10.9M -253,232 -11%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$80.4M +$6.7M +155,207 +8%
MFG
30
Merit Financial Group
Georgia
$76.8M +$4.68M +108,313 +6%
SEI Investments
31
SEI Investments
Pennsylvania
$73.8M +$10.5M +243,416 +15%
WAM
32
WNY Asset Management
New York
$72.5M +$77.9M +1,804,970 New
VA
33
Valmark Advisers
Ohio
$65.2M +$32.4M +749,890 +86%
NA
34
NewEdge Advisors
Louisiana
$60.7M +$2.14M +49,640 +3%
AWM
35
Aprio Wealth Management
Georgia
$58.4M +$6.99M +161,930 +13%
PFS
36
Prospera Financial Services
Texas
$57.9M +$5.74M +132,895 +10%
JBA
37
Johnson Bixby & Associates
Washington
$57.2M +$1.27M +29,362 +2%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$56.6M -$31.2M -722,658 -34%
NECFA
39
New England Capital Financial Advisors
Connecticut
$56M -$1.24M -28,707 -2%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$55.9M +$4.35M +100,662 +8%
GVAG
41
Great Valley Advisor Group
Delaware
$53.2M +$5.22M +120,863 +10%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$52.7M +$5.26M +121,765 +10%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$48.9M +$8.39M +194,338 +19%
CWS
44
Confluence Wealth Services
Pennsylvania
$46.7M +$2.77M +64,061 +6%
AWC
45
Adamsbrown Wealth Consultants
Kansas
$43.3M +$1.66M +38,478 +4%
EH
46
Equitable Holdings
New York
$43.2M +$12.7M +293,164 +43%
JF
47
JSF Financial
California
$42.8M +$8.21M +190,083 +22%
CIA
48
Concurrent Investment Advisors
Florida
$40.7M -$9.98M -231,073 -19%
SIAS
49
Summit Investment Advisory Services
Minnesota
$37.4M +$3.06M +70,911 +8%
DADC
50
D.A. Davidson & Co
Montana
$36.4M +$2.87M +66,504 +8%