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Capital Group Growth ETF

78 hedge funds and large institutions have $271M invested in Capital Group Growth ETF in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 17 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,833% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 3

1,600% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 1

443% more capital invested

Capital invested by funds: $49.9M → $271M (+$221M)

239% more funds holding

Funds holding: 2378 (+55)

25.89% more ownership

Funds ownership: 39.9%65.79% (+26%)

Holders
78
Holders Change
+55
Holders Change %
+239.13%
% of All Funds
1.31%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.07%
New
58
Increased
17
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
26
Lincoln National Corp
Pennsylvania
$2.02M +$1.89M +83,835 +484%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.46M +$1.64M +72,901 New
CWS
28
Confluence Wealth Services
Pennsylvania
$1.33M +$997K +44,225 +308%
RJA
29
Raymond James & Associates
Florida
$1.24M +$1.4M +62,102 New
PA
30
PFG Advisors
Arizona
$1.05M +$1.18M +52,530 New
AAS
31
Avantax Advisory Services
Texas
$996K +$1.12M +49,881 New
BFEC
32
Benjamin F. Edwards & Company
Missouri
$953K +$279K +12,383 +35%
IAG
33
Investmark Advisory Group
Connecticut
$866K +$285K +12,662 +41%
CFA
34
CWS Financial Advisors
Michigan
$827K +$933K +41,415 New
CA
35
CapWealth Advisors
Tennessee
$779K +$880K +39,030 New
ASN
36
Advisory Services Network
Georgia
$604K +$682K +30,272 New
Mariner
37
Mariner
Kansas
$600K +$677K +30,054 New
PAG
38
Private Advisor Group
New Jersey
$566K +$639K +28,364 New
MHB
39
Midwest Heritage Bank
Iowa
$549K +$620K +27,525 New
EA
40
Eclectic Associates
California
$532K +$600K +26,640 New
UBS Group
41
UBS Group
Switzerland
$492K +$556K +24,653 New
HI
42
Harbour Investments
Wisconsin
$454K +$513K +22,755 New
OMC
43
Old Mission Capital
Illinois
$413K +$466K +20,694 New
FP
44
Financial Perspectives
Minnesota
$382K +$431K +19,139 New
WI
45
Wintrust Investments
Illinois
$376K +$29.7K +1,320 +8%
SWM
46
Silverlake Wealth Management
Vermont
$376K +$424K +18,819 New
CWM
47
Cornerstone Wealth Management
Missouri
$374K +$422K +18,725 New
CP
48
Capital Planning
Washington
$370K +$417K +18,524 New
RCAG
49
Rehmann Capital Advisory Group
Michigan
$348K +$392K +17,416 New
SWMG
50
Signature Wealth Management Group
Georgia
$335K +$378K +16,789 New

CGGR Hedge Fund Activity: Q2 2022 in Review

78 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q2 2022, worth a combined $271M — up 443% from $49.9M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new CGGR positions and 3 closed out — a net gain of 55 holders — while 17 added to existing stakes and 1 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $71.7M. The largest seller was Capital International Investors, cutting an estimated $1.46M.

  • 78 institutional investors held Capital Group Growth ETF (CGGR) as of Q2 2022, up from 23 in Q1 2022.
  • Funds reported $271M of Capital Group Growth ETF stock for Q2 2022, up 443% quarter-over-quarter.
  • 58 funds opened new Capital Group Growth ETF positions in Q2 2022 and 3 closed out, a net change of +55 holders.
  • The largest Capital Group Growth ETF buyer in Q2 2022 was Capital Group Private Client Services, an estimated $71.7M added.
  • The largest Capital Group Growth ETF seller in Q2 2022 was Capital International Investors, an estimated $1.46M sold.

Based on aggregated 13F filings for Q2 2022.