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Capital Group Growth ETF

173 hedge funds and large institutions have $1.62B invested in Capital Group Growth ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

267% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 27

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

44% more capital invested

Capital invested by funds: $1.12B → $1.62B (+$497M)

20% more funds holding

Funds holding: 144173 (+29)

3.46% more ownership

Funds ownership: 65.75%69.21% (+3.5%)

Holders
173
Holders Change
+29
Holders Change %
+20.14%
% of All Funds
2.72%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.2%
New
38
Increased
99
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
26
Ergawealth Advisors
Illinois
$14.5M +$1.28M +54,832 +11%
KAS
27
Kestra Advisory Services
Texas
$14.5M +$1.62M +69,538 +14%
Stifel Financial
28
Stifel Financial
Missouri
$14.4M -$100K -4,310 -0.7%
H
29
HoyleCohen
California
$13.9M +$464K +19,911 +4%
NA
30
NewEdge Advisors
Louisiana
$13.6M +$536K +23,018 +4%
CA
31
Cetera Advisors
Colorado
$12.6M +$4.21M +180,939 +57%
PA
32
Prism Advisors
California
$12.3M -$284K -12,181 -2%
AT
33
Arden Trust
Delaware
$11.9M +$417K +17,920 +4%
LNC
34
Lincoln National Corp
Pennsylvania
$10.8M +$2.3M +98,925 +30%
P
35
&Partners
Tennessee
$10.6M +$136K +5,843 +1%
Bank of America
36
Bank of America
North Carolina
$10.6M +$9.75M +418,438 New
DIM
37
Delta Investment Management
California
$10.2M +$9.38M +402,862 New
FC
38
Financial Council
Maryland
$9.95M -$1.16M -49,773 -11%
MLRA
39
Main Line Retirement Advisors
Montana
$9.67M +$8.93M +383,442 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$6.93M -$885K -38,006 -12%
PA
41
PFG Advisors
Arizona
$6.86M +$1.42M +60,890 +29%
BFC
42
Bedel Financial Consulting
Indiana
$6.57M +$129K +5,552 +2%
AWS
43
Atria Wealth Solutions
New York
$6.37M +$5.88M +252,477 New
SFWC
44
Strategic Family Wealth Counselors
New Jersey
$6.18M +$33.4K +1,435 +0.6%
CWS
45
Confluence Wealth Services
Pennsylvania
$6.02M +$486K +20,857 +10%
BA
46
Ballew Advisors
Mississippi
$5.4M +$13.9K +598 +0.3%
SFA
47
Souders Financial Advisors
Ohio
$5.38M -$1.36M -58,254 -21%
WI
48
Wintrust Investments
Illinois
$5.34M +$4.43M +190,243 +895%
AAS
49
Avantax Advisory Services
Texas
$4.96M +$2.67M +114,803 +140%
PAG
50
Private Advisor Group
New Jersey
$4.96M +$1.25M +53,469 +38%

CGGR Hedge Fund Activity: Q2 2023 in Review

173 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q2 2023, worth a combined $1.62B — up 44% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CGGR positions and 7 closed out — a net gain of 31 holders — while 99 added to existing stakes and 27 trimmed.

The largest buyer was Jane Street, adding an estimated $37.3M. The largest seller was Advisory Services Network, cutting an estimated $2.59M.

  • 173 institutional investors held Capital Group Growth ETF (CGGR) as of Q2 2023, up from 144 in Q1 2023.
  • Funds reported $1.62B of Capital Group Growth ETF stock for Q2 2023, up 44% quarter-over-quarter.
  • 38 funds opened new Capital Group Growth ETF positions in Q2 2023 and 7 closed out, a net change of +31 holders.
  • The largest Capital Group Growth ETF buyer in Q2 2023 was Jane Street, an estimated $37.3M added.
  • The largest Capital Group Growth ETF seller in Q2 2023 was Advisory Services Network, an estimated $2.59M sold.

Based on aggregated 13F filings for Q2 2023.