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Capital Group Growth ETF

451 hedge funds and large institutions have $7.28B invested in Capital Group Growth ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 289 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 82

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

6% more funds holding in top 10

Funds holding in top 10: 5154 (+3)

3% more funds holding

Funds holding: 438451 (+13)

0.55% more ownership

Funds ownership: 72.95%73.49% (+0.55%)

33% less capital invested

Capital invested by funds: $10.8B → $7.28B (-$3.52B)

Holders
451
Holders Change
+13
Holders Change %
+2.97%
% of All Funds
6.05%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
0.72%
New
41
Increased
289
Reduced
82
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$50.4M +$809K +21,617 +1%
NECFA
27
New England Capital Financial Advisors
Connecticut
$48.7M +$1.09M +29,195 +2%
NA
28
NewEdge Advisors
Louisiana
$46.9M +$4.15M +110,833 +9%
GWM
29
Geneos Wealth Management
Colorado
$44.9M +$26.2M +698,995 +117%
JBA
30
Johnson Bixby & Associates
Washington
$44.5M +$17.6M +471,228 +57%
JP Morgan Chase
31
JP Morgan Chase
New York
$35.5M +$19.3M +515,849 +99%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$35.5M +$5.17M +138,168 +15%
P
33
&Partners
Tennessee
$35M +$18.5M +493,371 +94%
PFS
34
Prospera Financial Services
Texas
$33.9M +$7.75M +207,175 +26%
SEI Investments
35
SEI Investments
Pennsylvania
$33.3M +$3.25M +86,799 +10%
JF
36
JSF Financial
California
$32.2M +$34.1M +912,600 +3,486%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$31.5M +$1.55M +41,524 +5%
AWC
38
Adamsbrown Wealth Consultants
Kansas
$31.4M +$3.27M +87,390 +11%
CWS
39
Confluence Wealth Services
Pennsylvania
$30.5M +$2.09M +55,902 +7%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$30.1M -$1.07M -28,477 -3%
ACM
41
Advance Capital Management
Michigan
$27.2M +$15.4M +410,736 +107%
GKWIM
42
Gerber Kawasaki Wealth & Investment Management
California
$26.8M -$749K -20,015 -2%
SIAS
43
Summit Investment Advisory Services
Minnesota
$26.4M -$1.24M -33,098 -4%
AWS
44
Atria Wealth Solutions
New York
$26.2M +$4.82M +128,802 +20%
BPFA
45
Barnes Pettey Financial Advisors
Mississippi
$24.9M -$213K -5,697 -0.8%
SCM
46
SOL Capital Management
Maryland
$22.6M +$7.35M +196,431 +42%
HTC
47
Haverford Trust Company
Pennsylvania
$22.5M +$2.63M +70,379 +12%
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$22M -$206K -5,500 -0.8%
AFA
49
Alpha Financial Advisors
North Carolina
$21.1M +$2.51M +67,202 +12%
SA
50
Sanctuary Advisors
Indiana
$21M -$6.97M -186,191 -23%

CGGR Hedge Fund Activity: Q1 2025 in Review

451 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q1 2025, worth a combined $7.28B — down 33% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CGGR positions and 19 closed out — a net gain of 22 holders — while 289 added to existing stakes and 82 trimmed.

The largest buyer was LPL Financial, adding an estimated $227M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $45.8M sold.

  • 451 institutional investors held Capital Group Growth ETF (CGGR) as of Q1 2025, up from 438 in Q4 2024.
  • Funds reported $7.28B of Capital Group Growth ETF stock for Q1 2025, down 33% quarter-over-quarter.
  • 41 funds opened new Capital Group Growth ETF positions in Q1 2025 and 19 closed out, a net change of +22 holders.
  • The largest Capital Group Growth ETF buyer in Q1 2025 was LPL Financial, an estimated $227M added.
  • The largest Capital Group Growth ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $45.8M sold.

Based on aggregated 13F filings for Q1 2025.