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Capital Group Growth ETF

600 hedge funds and large institutions have $15B invested in Capital Group Growth ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 354 increasing their positions, 128 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 128

15% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 47

1.48% more ownership

Funds ownership: 76.09%77.57% (+1.5%)

4% more capital invested

Capital invested by funds: $14.4B → $15B (+$574M)

1% less funds holding

Funds holding: 608600 (-8)

16% less funds holding in top 10

Funds holding in top 10: 9378 (-15)

Holders
600
Holders Change
-8
Holders Change %
-1.32%
% of All Funds
7.39%
Holding in Top 10
78
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.13%
% of All Funds
0.96%
New
54
Increased
354
Reduced
128
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
501
Whipplewood Advisors
Colorado
$272K +$55.3K +1,280 +23%
DIA
502
Dana Investment Advisors
Wisconsin
$270K
SF
503
Symphony Financial
Texas
$269K +$289K +6,704 New
WG
504
Warner Group
Connecticut
$265K -$6.04M -139,873 -95%
HA
505
Herold Advisors
New York
$265K -$58.4K -1,353 -17%
PFG
506
Prosperity Financial Group
California
$265K -$10.8K -251 -4%
SC
507
Sapient Capital
Indiana
$260K
WA
508
WESPAC Advisors
California
$259K -$56.1K -1,300 -17%
GFG
509
Goldstone Financial Group
Illinois
$252K
CRWM
510
Castle Rock Wealth Management
California
$250K +$173 +4 +0.1%
CAAS
511
Capital Asset Advisory Services
Michigan
$247K +$239K +5,540 New
CIM
512
Capital Investment Management
Missouri
$245K +$263K +6,098 New
TFA
513
Transamerica Financial Advisors
Florida
$243K +$117K +2,709 +81%
AFAS
514
Acorn Financial Advisory Services
Virginia
$243K -$86.6K -2,006 -25%
CSIC
515
Clifford Swan Investment Counsel
California
$242K +$260K +6,023 New
RFP
516
Root Financial Partners
California
$241K -$106K -2,445 -29%
MGIA
517
Moneta Group Investment Advisors
Missouri
$239K +$257K +5,950 New
RFA
518
Rollins Financial Advisors
New York
$239K
FWS
519
FinDec Wealth Services
California
$238K -$173 -4 -0.1%
TA
520
TrueWealth Advisors
Alabama
$236K -$14.7K -340 -5%
PS
521
Planned Solutions
California
$235K +$3.71K +86 +1%
HWM
522
HRC Wealth Management
Idaho
$233K +$251K +5,809 New
US Bancorp
523
US Bancorp
Minnesota
$229K -$48.8K -1,130 -17%
CWG
524
Crown Wealth Group
North Carolina
$227K
CPIA
525
Cornell Pochily Investment Advisors
New York
$226K