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Capital Group Growth ETF

264 hedge funds and large institutions have $2.73B invested in Capital Group Growth ETF in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 150 increasing their positions, 35 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,133% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 3

450% more call options, than puts

Call options by funds: $11K | Put options by funds: $2K

329% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 35

64% more funds holding in top 10

Funds holding in top 10: 1423 (+9)

42% more capital invested

Capital invested by funds: $1.92B → $2.73B (+$807M)

31% more funds holding

Funds holding: 201264 (+63)

0.48% more ownership

Funds ownership: 70.86%71.35% (+0.48%)

Holders
264
Holders Change
+63
Holders Change %
+31.34%
% of All Funds
3.85%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.34%
New
67
Increased
150
Reduced
35
Closed
3
Calls
$11K
Puts
$2K
Net Calls
+$9K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$22.2M +$1.66M +64,032 +9%
AWC
27
Adamsbrown Wealth Consultants
Kansas
$21.3M -$537K -20,788 -3%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$21M +$646K +24,980 +3%
BPFA
29
Barnes Pettey Financial Advisors
Mississippi
$20.9M +$747K +28,892 +4%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$20.4M +$3.6M +139,391 +24%
LNC
31
Lincoln National Corp
Pennsylvania
$19.7M +$3.2M +123,890 +22%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$18.8M +$1.77M +68,590 +12%
NA
33
NewEdge Advisors
Louisiana
$17.2M +$1.52M +58,845 +11%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$17.1M +$91.5K +3,538 +0.6%
EA
35
Ergawealth Advisors
Illinois
$16.5M -$60.4K -2,335 -0.4%
CA
36
Cetera Advisors
Colorado
$16.1M +$292K +11,289 +2%
H
37
HoyleCohen
California
$15.5M +$107K +4,144 +0.8%
CWS
38
Confluence Wealth Services
Pennsylvania
$14.1M +$5.79M +223,896 +81%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$13.8M +$5.6M +216,423 +79%
AWS
40
Atria Wealth Solutions
New York
$13.1M +$4.93M +190,734 +70%
VFPI
41
Vantage Financial Partners (Illinois)
Illinois
$13M +$11.9M +459,292 New
GWM
42
Geneos Wealth Management
Colorado
$12.7M +$11.5M +444,334 +10,319%
OMC
43
Old Mission Capital
Illinois
$12.2M -$1.33M -51,561 -11%
PAG
44
Private Advisor Group
New Jersey
$11.8M +$3.53M +136,369 +48%
P
45
&Partners
Tennessee
$11.3M -$460K -17,810 -4%
FC
46
Financial Council
Maryland
$10.8M -$25K -967 -0.3%
PA
47
PFG Advisors
Arizona
$10.6M +$1.87M +72,155 +24%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$9.81M +$4.62M +178,594 +106%
Truist Financial
49
Truist Financial
North Carolina
$9.59M -$373K -14,411 -4%
CSPIA
50
Cary Street Partners Investment Advisory
Virginia
$9.58M -$31.8K -1,228 -0.4%

CGGR Hedge Fund Activity: Q4 2023 in Review

264 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q4 2023, worth a combined $2.73B — up 42% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new CGGR positions and 3 closed out — a net gain of 64 holders — while 150 added to existing stakes and 35 trimmed.

The largest buyer was Bank of America, adding an estimated $72.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $10.9M sold.

  • 264 institutional investors held Capital Group Growth ETF (CGGR) as of Q4 2023, up from 201 in Q3 2023.
  • Funds reported $2.73B of Capital Group Growth ETF stock for Q4 2023, up 42% quarter-over-quarter.
  • 67 funds opened new Capital Group Growth ETF positions in Q4 2023 and 3 closed out, a net change of +64 holders.
  • The largest Capital Group Growth ETF buyer in Q4 2023 was Bank of America, an estimated $72.3M added.
  • The largest Capital Group Growth ETF seller in Q4 2023 was Susquehanna International Group, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2023.