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Capital Group Growth ETF

144 hedge funds and large institutions have $1.12B invested in Capital Group Growth ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more call options, than puts

Call options by funds: $22K | Put options by funds: $4K

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

273% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 22

28% more capital invested

Capital invested by funds: $873M → $1.12B (+$247M)

16% more funds holding

Funds holding: 124144 (+20)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

5.26% less ownership

Funds ownership: 71.01%65.75% (-5.3%)

Holders
144
Holders Change
+20
Holders Change %
+16.13%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
29
Increased
82
Reduced
22
Closed
6
Calls
$22K
Puts
$4K
Net Calls
+$18K
Net Calls Change
+$18K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$11.3M +$1.24M +57,061 +13%
PA
27
Prism Advisors
California
$11.3M +$163K +7,486 +2%
CAN
28
Cetera Advisor Networks
California
$11.1M +$979K +45,076 +10%
AT
29
Arden Trust
Delaware
$10.2M +$9.85M +453,690 New
FC
30
Financial Council
Maryland
$9.97M -$1.69M -77,825 -15%
P
31
&Partners
Tennessee
$9.37M +$77.3K +3,559 +0.9%
LNC
32
Lincoln National Corp
Pennsylvania
$7.4M +$686K +31,608 +11%
CA
33
Cetera Advisors
Colorado
$7.16M +$1.57M +72,466 +29%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$7.02M +$308K +14,186 +5%
SFA
35
Souders Financial Advisors
Ohio
$6.1M -$42.6K -1,964 -0.7%
ASN
36
Advisory Services Network
Georgia
$5.86M +$3.14M +144,643 +124%
BFC
37
Bedel Financial Consulting
Indiana
$5.73M +$679K +31,285 +14%
SFWC
38
Strategic Family Wealth Counselors
New Jersey
$5.47M +$1.77M +81,345 +50%
BA
39
Ballew Advisors
Mississippi
$5.27M +$109K +5,030 +2%
CWS
40
Confluence Wealth Services
Pennsylvania
$4.89M +$756K +34,797 +19%
PA
41
PFG Advisors
Arizona
$4.74M +$997K +45,912 +28%
Truist Financial
42
Truist Financial
North Carolina
$4.48M +$641K +29,512 +17%
AIA
43
Armor Investment Advisors
North Carolina
$4.18M +$272K +12,521 +7%
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$3.74M +$3.62M +166,598 New
SPIA
45
Steward Partners Investment Advisory
New York
$3.57M +$230K +10,592 +7%
IAG
46
Investmark Advisory Group
Connecticut
$3.4M +$728K +33,550 +29%
CSPIA
47
Cary Street Partners Investment Advisory
Virginia
$3.3M +$984K +45,300 +45%
EA
48
Eclectic Associates
California
$3.27M +$155K +7,136 +5%
PAG
49
Private Advisor Group
New Jersey
$3.19M +$806K +37,133 +35%
OMC
50
Old Mission Capital
Illinois
$3.17M +$1.33M +61,030 +76%

CGGR Hedge Fund Activity: Q1 2023 in Review

144 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q1 2023, worth a combined $1.12B — up 28% from $873M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CGGR positions and 6 closed out — a net gain of 23 holders — while 82 added to existing stakes and 22 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $33.8M. The largest seller was Royal Bank of Canada, cutting an estimated $12.4M.

  • 144 institutional investors held Capital Group Growth ETF (CGGR) as of Q1 2023, up from 124 in Q4 2022.
  • Funds reported $1.12B of Capital Group Growth ETF stock for Q1 2023, up 28% quarter-over-quarter.
  • 29 funds opened new Capital Group Growth ETF positions in Q1 2023 and 6 closed out, a net change of +23 holders.
  • The largest Capital Group Growth ETF buyer in Q1 2023 was Capital Group Private Client Services, an estimated $33.8M added.
  • The largest Capital Group Growth ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2023.