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Capital Group Growth ETF

94 hedge funds and large institutions have $454M invested in Capital Group Growth ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 9

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

67% more capital invested

Capital invested by funds: $271M → $454M (+$183M)

21% more funds holding

Funds holding: 7894 (+16)

0.61% more ownership

Funds ownership: 65.79%66.39% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
94
Holders Change
+16
Holders Change %
+20.51%
% of All Funds
1.62%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
24
Increased
52
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Madison Wealth Management
Ohio
$578K +$403K +18,845 +175%
PAG
52
Private Advisor Group
New Jersey
$524K -$32.2K -1,507 -5%
HI
53
Harbour Investments
Wisconsin
$454K
CWM
54
Cornerstone Wealth Management
Missouri
$449K +$91.9K +4,300 +23%
FP
55
Financial Perspectives
Minnesota
$430K +$62.2K +2,912 +15%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$374K +$410K +19,183 New
RCAG
57
Rehmann Capital Advisory Group
Michigan
$370K +$32.6K +1,525 +9%
SWM
58
Silverlake Wealth Management
Vermont
$367K
WI
59
Wintrust Investments
Illinois
$365K -$3.03K -142 -0.8%
BAM
60
Belpointe Asset Management
Nevada
$357K +$210K +9,840 +117%
VA
61
Valmark Advisers
Ohio
$352K +$60.6K +2,836 +19%
CP
62
Capital Planning
Washington
$345K -$17.9K -836 -5%
CA
63
Calton & Associates
Florida
$345K +$378K +17,710 New
SWMG
64
Signature Wealth Management Group
Georgia
$312K -$17.4K -814 -5%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$302K +$330K +15,451 New
APA
66
American Portfolios Advisors
New York
$302K +$68.1K +3,189 +26%
LC
67
Lincoln Capital
Nebraska
$301K +$90.5K +4,235 +38%
AWS
68
Atria Wealth Solutions
New York
$267K +$292K +13,668 New
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$263K -$42.7K -2,000 -13%
BMWM
70
Brown Miller Wealth Management
Virginia
$258K +$50.3K +2,355 +22%
WWP
71
WR Wealth Planners
Missouri
$257K +$175K +8,174 +163%
BFS
72
Bard Financial Services
Connecticut
$244K +$267K +12,500 New
MA
73
Mutual Advisors
Nebraska
$238K +$261K +12,202 New
BC
74
Barrett & Company
Rhode Island
$233K +$250K +11,687 New
AWM
75
AE Wealth Management
Kansas
$228K +$250K +11,697 New

CGGR Hedge Fund Activity: Q3 2022 in Review

94 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q3 2022, worth a combined $454M — up 67% from $271M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CGGR positions and 7 closed out — a net gain of 17 holders — while 52 added to existing stakes and 9 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $70.3M. The largest seller was Capital International Investors, cutting an estimated $18.2M.

  • 94 institutional investors held Capital Group Growth ETF (CGGR) as of Q3 2022, up from 78 in Q2 2022.
  • Funds reported $454M of Capital Group Growth ETF stock for Q3 2022, up 67% quarter-over-quarter.
  • 24 funds opened new Capital Group Growth ETF positions in Q3 2022 and 7 closed out, a net change of +17 holders.
  • The largest Capital Group Growth ETF buyer in Q3 2022 was Capital Group Private Client Services, an estimated $70.3M added.
  • The largest Capital Group Growth ETF seller in Q3 2022 was Capital International Investors, an estimated $18.2M sold.

Based on aggregated 13F filings for Q3 2022.