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Capital Group Growth ETF

124 hedge funds and large institutions have $873M invested in Capital Group Growth ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 5

533% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 6

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

92% more capital invested

Capital invested by funds: $454M → $873M (+$419M)

32% more funds holding

Funds holding: 94124 (+30)

4.62% more ownership

Funds ownership: 66.39%71.01% (+4.6%)

Holders
124
Holders Change
+30
Holders Change %
+31.91%
% of All Funds
1.99%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
38
Increased
75
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
26
&Partners
Tennessee
$8.21M +$2.03M +99,805 +32%
UBS Group
27
UBS Group
Switzerland
$7.08M +$4.7M +231,159 +186%
Wells Fargo
28
Wells Fargo
California
$6.6M +$6.74M +331,171 New
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$5.95M +$5.76M +282,904 +1,831%
LNC
30
Lincoln National Corp
Pennsylvania
$5.94M +$1.93M +94,909 +47%
Jane Street
31
Jane Street
New York
$5.93M +$728K +35,786 +14%
SFA
32
Souders Financial Advisors
Ohio
$5.45M +$80.4K +3,951 +1%
CA
33
Cetera Advisors
Colorado
$4.91M +$5.01M +246,388 New
RLKPA
34
Robbie L. Kennerson P.A.
Florida
$4.8M +$4.9M +240,663 New
BFC
35
Bedel Financial Consulting
Indiana
$4.46M +$2.95M +145,042 +184%
BA
36
Ballew Advisors
Mississippi
$4.37M +$4.2M +206,264 New
CWS
37
Confluence Wealth Services
Pennsylvania
$3.65M +$2.36M +115,773 +172%
FTUS
38
Flow Traders U.S.
New York
$3.6M +$2.77M +136,333 +309%
CAL
39
Capital Analysts LLC
Pennsylvania
$3.54M +$2.58M +126,711 +249%
AIA
40
Armor Investment Advisors
North Carolina
$3.46M +$2.92M +143,290 +471%
Truist Financial
41
Truist Financial
North Carolina
$3.39M +$3.46M +169,806 New
PA
42
PFG Advisors
Arizona
$3.29M +$1.65M +80,923 +96%
SFWC
43
Strategic Family Wealth Counselors
New Jersey
$3.23M +$3.3M +162,120 New
SPIA
44
Steward Partners Investment Advisory
New York
$2.96M +$1.81M +88,835 +149%
EA
45
Eclectic Associates
California
$2.76M +$1.48M +72,824 +111%
FA
46
Faithward Advisors
Pennsylvania
$2.39M -$115K -5,642 -4%
IAG
47
Investmark Advisory Group
Connecticut
$2.35M +$587K +28,834 +32%
ASN
48
Advisory Services Network
Georgia
$2.32M +$1.75M +86,211 +286%
CA
49
Calton & Associates
Florida
$2.04M +$1.72M +84,486 +477%
CSPIA
50
Cary Street Partners Investment Advisory
Virginia
$2.03M -$121K -5,929 -6%

CGGR Hedge Fund Activity: Q4 2022 in Review

124 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q4 2022, worth a combined $873M — up 92% from $454M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CGGR positions and 6 closed out — a net gain of 32 holders — while 75 added to existing stakes and 5 trimmed.

The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $45.2M. The largest seller was CFS Investment Advisory Services, cutting an estimated $3.52M.

  • 124 institutional investors held Capital Group Growth ETF (CGGR) as of Q4 2022, up from 94 in Q3 2022.
  • Funds reported $873M of Capital Group Growth ETF stock for Q4 2022, up 92% quarter-over-quarter.
  • 38 funds opened new Capital Group Growth ETF positions in Q4 2022 and 6 closed out, a net change of +32 holders.
  • The largest Capital Group Growth ETF buyer in Q4 2022 was Signature Estate & Investment Advisors, an estimated $45.2M added.
  • The largest Capital Group Growth ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $3.52M sold.

Based on aggregated 13F filings for Q4 2022.