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Capital Group Growth ETF

94 hedge funds and large institutions have $454M invested in Capital Group Growth ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 9

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

67% more capital invested

Capital invested by funds: $271M → $454M (+$183M)

21% more funds holding

Funds holding: 7894 (+16)

0.61% more ownership

Funds ownership: 65.79%66.39% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
94
Holders Change
+16
Holders Change %
+20.51%
% of All Funds
1.62%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
24
Increased
52
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
26
Faithward Advisors
Pennsylvania
$2.45M +$379K +17,741 +16%
UBS Group
27
UBS Group
Switzerland
$2.42M +$2.13M +99,484 +404%
CSPIA
28
Cary Street Partners Investment Advisory
Virginia
$2.1M +$2.3M +107,706 New
OMC
29
Old Mission Capital
Illinois
$1.75M +$1.48M +69,216 +334%
IAG
30
Investmark Advisory Group
Connecticut
$1.73M +$970K +45,421 +105%
PA
31
PFG Advisors
Arizona
$1.65M +$679K +31,760 +60%
BFC
32
Bedel Financial Consulting
Indiana
$1.57M +$1.68M +78,712 New
CA
33
CapWealth Advisors
Tennessee
$1.53M +$838K +39,201 +100%
CWS
34
Confluence Wealth Services
Pennsylvania
$1.31M +$183K +8,583 +15%
EA
35
Eclectic Associates
California
$1.28M +$836K +39,125 +147%
DC
36
Davenport & Co
Virginia
$1.23M +$1.35M +63,012 New
SPIA
37
Steward Partners Investment Advisory
New York
$1.16M +$1.27M +59,614 New
Renaissance Technologies
38
Renaissance Technologies
New York
$1.1M +$1.21M +56,600 New
CFA
39
CWS Financial Advisors
Michigan
$1.08M +$300K +14,055 +34%
AAS
40
Avantax Advisory Services
Texas
$1.08M +$112K +5,247 +11%
CAL
41
Capital Analysts LLC
Pennsylvania
$991K +$1.09M +50,799 New
BA
42
Bridge Advisory
California
$967K +$1.06M +49,542 New
BFEC
43
Benjamin F. Edwards & Company
Missouri
$966K +$38.2K +1,787 +4%
MHB
44
Midwest Heritage Bank
Iowa
$922K +$421K +19,702 +72%
FTUS
45
Flow Traders U.S.
New York
$862K -$2.95M -138,141 -76%
MFG
46
Merit Financial Group
Georgia
$846K +$927K +43,375 New
Capital International Investors
47
Capital International Investors
California
$781K -$18.2M -852,000 -96%
AIA
48
Armor Investment Advisors
North Carolina
$593K +$380K +17,773 +141%
Mariner
49
Mariner
Kansas
$591K +$4.96K +232 +0.8%
ASN
50
Advisory Services Network
Georgia
$588K -$2.86K -134 -0.4%

CGGR Hedge Fund Activity: Q3 2022 in Review

94 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q3 2022, worth a combined $454M — up 67% from $271M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CGGR positions and 7 closed out — a net gain of 17 holders — while 52 added to existing stakes and 9 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $70.3M. The largest seller was Capital International Investors, cutting an estimated $18.2M.

  • 94 institutional investors held Capital Group Growth ETF (CGGR) as of Q3 2022, up from 78 in Q2 2022.
  • Funds reported $454M of Capital Group Growth ETF stock for Q3 2022, up 67% quarter-over-quarter.
  • 24 funds opened new Capital Group Growth ETF positions in Q3 2022 and 7 closed out, a net change of +17 holders.
  • The largest Capital Group Growth ETF buyer in Q3 2022 was Capital Group Private Client Services, an estimated $70.3M added.
  • The largest Capital Group Growth ETF seller in Q3 2022 was Capital International Investors, an estimated $18.2M sold.

Based on aggregated 13F filings for Q3 2022.