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Capital Group Growth ETF

124 hedge funds and large institutions have $873M invested in Capital Group Growth ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 5

533% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 6

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

92% more capital invested

Capital invested by funds: $454M → $873M (+$419M)

32% more funds holding

Funds holding: 94124 (+30)

4.62% more ownership

Funds ownership: 66.39%71.01% (+4.6%)

Holders
124
Holders Change
+30
Holders Change %
+31.91%
% of All Funds
1.99%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
38
Increased
75
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
51
Merit Financial Group
Georgia
$2M +$1.16M +56,872 +131%
VF
52
Vawter Financial
Ohio
$1.87M +$1.91M +93,962 New
OMC
53
Old Mission Capital
Illinois
$1.6M -$201K -9,897 -11%
CA
54
CapWealth Advisors
Tennessee
$1.56M
DC
55
Davenport & Co
Virginia
$1.51M +$256K +12,580 +20%
MHB
56
Midwest Heritage Bank
Iowa
$1.48M +$554K +27,242 +58%
AAS
57
Avantax Advisory Services
Texas
$1.45M +$354K +17,417 +32%
VA
58
Valmark Advisers
Ohio
$1.36M +$1.02M +49,954 +277%
CBFP
59
Cedar Brook Financial Partners
Ohio
$1.33M +$1.15M +56,642 +559%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$1.21M +$227K +11,140 +22%
IFPL
61
Investments & Financial Planning LLC
Kentucky
$1.1M +$1.12M +54,935 New
CP
62
Capital Planning
Washington
$1.08M +$738K +36,259 +205%
BA
63
Bridge Advisory
California
$1M +$15.6K +769 +2%
AAS
64
Ameritas Advisory Services
Nebraska
$998K +$1.02M +50,040 New
HI
65
Harbour Investments
Wisconsin
$955K +$511K +25,119 +110%
MWM
66
Madison Wealth Management
Ohio
$880K +$295K +14,517 +49%
LF
67
Lantz Financial
Illinois
$879K +$897K +44,075 New
SWA
68
Stratos Wealth Advisors
Ohio
$872K +$890K +43,733 New
OC
69
Oppenheimer & Co
New York
$865K +$883K +43,397 New
WAM
70
WNY Asset Management
New York
$836K +$853K +41,923 New
Capital International Investors
71
Capital International Investors
California
$798K
William Blair & Company
72
William Blair & Company
Illinois
$795K +$811K +39,860 New
FP
73
Financial Perspectives
Minnesota
$755K +$322K +15,827 +72%
Mariner
74
Mariner
Kansas
$742K +$141K +6,938 +23%
CWC
75
Carolinas Wealth Consulting
North Carolina
$721K +$726K +35,678 +7,222%

CGGR Hedge Fund Activity: Q4 2022 in Review

124 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q4 2022, worth a combined $873M — up 92% from $454M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CGGR positions and 6 closed out — a net gain of 32 holders — while 75 added to existing stakes and 5 trimmed.

The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $45.2M. The largest seller was CFS Investment Advisory Services, cutting an estimated $3.52M.

  • 124 institutional investors held Capital Group Growth ETF (CGGR) as of Q4 2022, up from 94 in Q3 2022.
  • Funds reported $873M of Capital Group Growth ETF stock for Q4 2022, up 92% quarter-over-quarter.
  • 38 funds opened new Capital Group Growth ETF positions in Q4 2022 and 6 closed out, a net change of +32 holders.
  • The largest Capital Group Growth ETF buyer in Q4 2022 was Signature Estate & Investment Advisors, an estimated $45.2M added.
  • The largest Capital Group Growth ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $3.52M sold.

Based on aggregated 13F filings for Q4 2022.