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Capital Group Growth ETF

78 hedge funds and large institutions have $271M invested in Capital Group Growth ETF in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 17 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,833% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 3

1,600% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 1

443% more capital invested

Capital invested by funds: $49.9M → $271M (+$221M)

239% more funds holding

Funds holding: 2378 (+55)

25.89% more ownership

Funds ownership: 39.9%65.79% (+26%)

Holders
78
Holders Change
+55
Holders Change %
+239.13%
% of All Funds
1.31%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.07%
New
58
Increased
17
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$309K +$168K +7,457 +93%
VA
52
Valmark Advisers
Ohio
$304K +$343K +15,225 New
EFS
53
Essex Financial Services
Connecticut
$253K +$285K +12,666 New
AIA
54
Armor Investment Advisors
North Carolina
$252K +$284K +12,620 New
APA
55
American Portfolios Advisors
New York
$245K +$189K +8,405 +217%
IFPL
56
Investments & Financial Planning LLC
Kentucky
$242K +$274K +12,139 New
LC
57
Lincoln Capital
Nebraska
$224K +$252K +11,203 New
RJT
58
Raymond James Trust
Florida
$221K +$250K +11,072 New
CHJWM
59
Carlton Hofferkamp & Jenks Wealth Management
Texas
$220K +$239K +10,588 New
FFS
60
Founders Financial Securities
Maryland
$220K +$248K +11,000 New
H
61
HoyleCohen
California
$217K +$245K +10,880 New
BMWM
62
Brown Miller Wealth Management
Virginia
$217K +$246K +10,905 New
MWM
63
Madison Wealth Management
Ohio
$215K +$243K +10,770 New
CFGS
64
Concourse Financial Group Securities
Alabama
$196K +$153K +6,791 +224%
GRP
65
Global Retirement Partners
California
$168K +$188K +8,352 +16,704%
BAM
66
Belpointe Asset Management
Nevada
$168K +$190K +8,440 New
CF
67
Centaurus Financial
California
$115K +$130K +5,751 New
WWP
68
WR Wealth Planners
Missouri
$100K +$113K +5,020 New
SN
69
Sittner & Nelson
Oregon
$66K +$74.4K +3,300 New
IA
70
IFP Advisors
Florida
$25K
CFD
71
Creative Financial Designs
Indiana
$20K +$22.5K +1,000 New
SWM
72
Selective Wealth Management
Virginia
$20K +$22.5K +1,000 New
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$19K +$21.4K +950 New
PFS
74
Prospera Financial Services
Texas
$11K +$12.8K +567 New
CWC
75
Carolinas Wealth Consulting
North Carolina
$10K +$11.1K +494 New

CGGR Hedge Fund Activity: Q2 2022 in Review

78 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q2 2022, worth a combined $271M — up 443% from $49.9M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new CGGR positions and 3 closed out — a net gain of 55 holders — while 17 added to existing stakes and 1 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $71.7M. The largest seller was Capital International Investors, cutting an estimated $1.46M.

  • 78 institutional investors held Capital Group Growth ETF (CGGR) as of Q2 2022, up from 23 in Q1 2022.
  • Funds reported $271M of Capital Group Growth ETF stock for Q2 2022, up 443% quarter-over-quarter.
  • 58 funds opened new Capital Group Growth ETF positions in Q2 2022 and 3 closed out, a net change of +55 holders.
  • The largest Capital Group Growth ETF buyer in Q2 2022 was Capital Group Private Client Services, an estimated $71.7M added.
  • The largest Capital Group Growth ETF seller in Q2 2022 was Capital International Investors, an estimated $1.46M sold.

Based on aggregated 13F filings for Q2 2022.