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Capital Group Growth ETF

608 hedge funds and large institutions have $14.4B invested in Capital Group Growth ETF in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 352 increasing their positions, 107 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

524% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 17

229% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 107

29% more funds holding in top 10

Funds holding in top 10: 7293 (+21)

18% more capital invested

Capital invested by funds: $12.2B → $14.4B (+$2.15B)

16% more funds holding

Funds holding: 526608 (+82)

1.3% more ownership

Funds ownership: 74.79%76.09% (+1.3%)

Holders
608
Holders Change
+82
Holders Change %
+15.59%
% of All Funds
7.4%
Holding in Top 10
93
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+29.17%
% of All Funds
1.13%
New
106
Increased
352
Reduced
107
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$88.1M +$2.58M +58,433 +3%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$82M +$1.62M +36,755 +2%
MFG
28
Merit Financial Group
Georgia
$80.1M +$12.9M +292,158 +19%
SEI Investments
29
SEI Investments
Pennsylvania
$70.9M +$10.2M +231,297 +17%
NA
30
NewEdge Advisors
Louisiana
$64.9M +$6.7M +151,771 +12%
NECFA
31
New England Capital Financial Advisors
Connecticut
$63.3M -$988K -22,386 -2%
JBA
32
Johnson Bixby & Associates
Washington
$62M +$2.16M +48,837 +4%
PFS
33
Prospera Financial Services
Texas
$58.2M +$5.35M +121,240 +10%
AWM
34
Aprio Wealth Management
Georgia
$57.4M +$50.4M +1,140,465 +755%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$57.3M +$48.7M +1,103,280 +593%
CIA
36
Concurrent Investment Advisors
Florida
$55.3M +$29.9M +677,835 +120%
GVAG
37
Great Valley Advisor Group
Delaware
$53.5M +$4.36M +98,738 +9%
GWM
38
Geneos Wealth Management
Colorado
$53.4M +$532K +12,053 +1%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$52.9M +$259K +5,872 +0.5%
CWS
40
Confluence Wealth Services
Pennsylvania
$48.9M +$3.78M +85,709 +8%
AWC
41
Adamsbrown Wealth Consultants
Kansas
$46.2M -$135K -3,067 -0.3%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$45.4M -$1.2M -27,120 -3%
GRP
43
Global Retirement Partners
California
$39.1M +$2.28M +51,745 +6%
JF
44
JSF Financial
California
$38.9M -$391K -8,848 -1%
VA
45
Valmark Advisers
Ohio
$38.8M +$13M +295,543 +51%
SIAS
46
Summit Investment Advisory Services
Minnesota
$38.2M +$1.46M +33,010 +4%
ACM
47
Advance Capital Management
Michigan
$37.5M +$267K +6,048 +0.7%
DADC
48
D.A. Davidson & Co
Montana
$37.3M +$1.33M +30,184 +4%
BPFA
49
Barnes Pettey Financial Advisors
Mississippi
$36M +$960K +21,742 +3%
Truist Financial
50
Truist Financial
North Carolina
$35.9M +$463K +10,490 +1%