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Capital Group Growth ETF

144 hedge funds and large institutions have $1.12B invested in Capital Group Growth ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more call options, than puts

Call options by funds: $22K | Put options by funds: $4K

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

273% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 22

28% more capital invested

Capital invested by funds: $873M → $1.12B (+$247M)

16% more funds holding

Funds holding: 124144 (+20)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

5.26% less ownership

Funds ownership: 71.01%65.75% (-5.3%)

Holders
144
Holders Change
+20
Holders Change %
+16.13%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
29
Increased
82
Reduced
22
Closed
6
Calls
$22K
Puts
$4K
Net Calls
+$18K
Net Calls Change
+$18K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
51
Jane Street
New York
$2.9M -$3.65M -168,146 -57%
FA
52
Faithward Advisors
Pennsylvania
$2.64M -$80K -3,683 -3%
BFEC
53
Benjamin F. Edwards & Company
Missouri
$2.52M +$1.12M +51,657 +85%
VF
54
Vawter Financial
Ohio
$2.49M +$364K +16,783 +18%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$2.4M +$2.32M +106,937 New
MFG
56
Merit Financial Group
Georgia
$2.39M +$136K +6,273 +6%
Goldman Sachs
57
Goldman Sachs
New York
$2.25M +$2.17M +100,000 New
CA
58
Calton & Associates
Florida
$2.24M -$54.3K -2,500 -2%
MHB
59
Midwest Heritage Bank
Iowa
$2.08M +$390K +17,979 +24%
IFPL
60
Investments & Financial Planning LLC
Kentucky
$1.89M +$637K +29,341 +53%
AAS
61
Avantax Advisory Services
Texas
$1.84M +$203K +9,359 +13%
CA
62
CapWealth Advisors
Tennessee
$1.73M -$23.2K -1,070 -1%
HI
63
Harbour Investments
Wisconsin
$1.72M +$623K +28,707 +60%
DC
64
Davenport & Co
Virginia
$1.65M -$45.6K -2,101 -3%
VA
65
Valmark Advisers
Ohio
$1.58M +$48.2K +2,221 +3%
CBFP
66
Cedar Brook Financial Partners
Ohio
$1.58M +$73.5K +3,385 +5%
TAM
67
Townsend Asset Management
North Carolina
$1.57M +$1.52M +69,865 New
WF
68
Wayfinding Financial
Washington
$1.55M +$1.5M +69,104 New
CTC
69
Central Trust Company
Missouri
$1.55M +$1.49M +68,848 New
FTUS
70
Flow Traders U.S.
New York
$1.51M -$2.46M -113,469 -63%
CFA
71
CWS Financial Advisors
Michigan
$1.44M +$1.39M +63,984 New
William Blair & Company
72
William Blair & Company
Illinois
$1.35M +$437K +20,140 +51%
CP
73
Capital Planning
Washington
$1.33M +$119K +5,468 +10%
ACA
74
Aptus Capital Advisors
Alabama
$1.31M +$1.27M +58,385 New
LF
75
Lantz Financial
Illinois
$1.3M +$301K +13,872 +31%

CGGR Hedge Fund Activity: Q1 2023 in Review

144 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q1 2023, worth a combined $1.12B — up 28% from $873M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CGGR positions and 6 closed out — a net gain of 23 holders — while 82 added to existing stakes and 22 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $33.8M. The largest seller was Royal Bank of Canada, cutting an estimated $12.4M.

  • 144 institutional investors held Capital Group Growth ETF (CGGR) as of Q1 2023, up from 124 in Q4 2022.
  • Funds reported $1.12B of Capital Group Growth ETF stock for Q1 2023, up 28% quarter-over-quarter.
  • 29 funds opened new Capital Group Growth ETF positions in Q1 2023 and 6 closed out, a net change of +23 holders.
  • The largest Capital Group Growth ETF buyer in Q1 2023 was Capital Group Private Client Services, an estimated $33.8M added.
  • The largest Capital Group Growth ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2023.