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Capital Group Growth ETF

353 hedge funds and large institutions have $5.36B invested in Capital Group Growth ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 220 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 62

242% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 12

22% more capital invested

Capital invested by funds: $4.4B → $5.36B (+$965M)

7% more funds holding

Funds holding: 330353 (+23)

0% more funds holding in top 10

Funds holding in top 10: 3030 (0)

0.38% less ownership

Funds ownership: 71.76%71.38% (-0.38%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $205K

Holders
353
Holders Change
+23
Holders Change %
+6.97%
% of All Funds
5.07%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
41
Increased
220
Reduced
62
Closed
12
Calls
Puts
$205K
Net Calls
-$205K
Net Calls Change
-$264K
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
26
Kestra Investment Management
Texas
$38.3M -$8.33M -251,337 -19%
Stifel Financial
27
Stifel Financial
Missouri
$36.1M -$401K -12,101 -1%
GRP
28
Global Retirement Partners
California
$30.7M +$407K +12,288 +1%
SA
29
Sanctuary Advisors
Indiana
$30.6M -$644K -19,445 -2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$30.1M +$7.88M +237,921 +38%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$29.9M +$823K +24,828 +3%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$29.6M +$6.42M +193,768 +29%
SEI Investments
33
SEI Investments
Pennsylvania
$29.5M +$2.18M +65,669 +8%
PAG
34
Private Advisor Group
New Jersey
$29.1M +$3.48M +104,995 +14%
AWC
35
Adamsbrown Wealth Consultants
Kansas
$28.7M +$127K +3,837 +0.5%
JBA
36
Johnson Bixby & Associates
Washington
$27.4M +$693K +20,917 +3%
SIAS
37
Summit Investment Advisory Services
Minnesota
$27.1M +$25.8M +778,923 New
GKWIM
38
Gerber Kawasaki Wealth & Investment Management
California
$27.1M -$905K -27,318 -3%
AWS
39
Atria Wealth Solutions
New York
$25.7M +$5.9M +177,989 +32%
BPFA
40
Barnes Pettey Financial Advisors
Mississippi
$25.3M -$122K -3,674 -0.5%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$24M +$4.16M +125,443 +22%
CWS
42
Confluence Wealth Services
Pennsylvania
$22.6M +$791K +23,853 +4%
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$22.5M +$21.4M +645,482 New
GWM
44
Geneos Wealth Management
Colorado
$22.3M -$255K -7,707 -1%
EA
45
Ergawealth Advisors
Illinois
$20.7M +$650K +19,622 +3%
Truist Financial
46
Truist Financial
North Carolina
$19.3M +$5.51M +166,380 +43%
PFS
47
Prospera Financial Services
Texas
$18.7M +$4.63M +139,705 +35%
HTC
48
Haverford Trust Company
Pennsylvania
$18.7M +$2.16M +65,314 +14%
ASN
49
Advisory Services Network
Georgia
$17M
JP Morgan Chase
50
JP Morgan Chase
New York
$16.9M +$2.43M +73,399 +18%

CGGR Hedge Fund Activity: Q3 2024 in Review

353 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q3 2024, worth a combined $5.36B — up 22% from $4.4B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CGGR positions and 12 closed out — a net gain of 29 holders — while 220 added to existing stakes and 62 trimmed.

The largest buyer was LPL Financial, adding an estimated $81.4M. The largest seller was Jane Street, cutting an estimated $13.1M.

  • 353 institutional investors held Capital Group Growth ETF (CGGR) as of Q3 2024, up from 330 in Q2 2024.
  • Funds reported $5.36B of Capital Group Growth ETF stock for Q3 2024, up 22% quarter-over-quarter.
  • 41 funds opened new Capital Group Growth ETF positions in Q3 2024 and 12 closed out, a net change of +29 holders.
  • The largest Capital Group Growth ETF buyer in Q3 2024 was LPL Financial, an estimated $81.4M added.
  • The largest Capital Group Growth ETF seller in Q3 2024 was Jane Street, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2024.