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Capital Group Growth ETF

173 hedge funds and large institutions have $1.62B invested in Capital Group Growth ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

267% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 27

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

44% more capital invested

Capital invested by funds: $1.12B → $1.62B (+$497M)

20% more funds holding

Funds holding: 144173 (+29)

3.46% more ownership

Funds ownership: 65.75%69.21% (+3.5%)

Holders
173
Holders Change
+29
Holders Change %
+20.14%
% of All Funds
2.72%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.2%
New
38
Increased
99
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
51
Armor Investment Advisors
North Carolina
$4.83M +$119K +5,120 +3%
Corient Private Wealth
52
Corient Private Wealth
Florida
$4.73M +$4.37M +187,584 New
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$4.69M +$449K +19,260 +12%
OMC
54
Old Mission Capital
Illinois
$4.39M +$765K +32,829 +23%
IAG
55
Investmark Advisory Group
Connecticut
$4.23M +$387K +16,617 +11%
Truist Financial
56
Truist Financial
North Carolina
$3.96M -$988K -42,407 -21%
EA
57
Eclectic Associates
California
$3.91M +$215K +9,221 +6%
SPIA
58
Steward Partners Investment Advisory
New York
$3.84M -$160K -6,875 -4%
CSPIA
59
Cary Street Partners Investment Advisory
Virginia
$3.79M +$72.5K +3,111 +2%
ASN
60
Advisory Services Network
Georgia
$3.78M -$2.59M -111,053 -43%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$3.17M +$315K +13,527 +12%
VF
62
Vawter Financial
Ohio
$2.9M +$102K +4,383 +4%
FA
63
Faithward Advisors
Pennsylvania
$2.81M -$130K -5,573 -5%
MFG
64
Merit Financial Group
Georgia
$2.72M +$33.6K +1,441 +1%
IFPL
65
Investments & Financial Planning LLC
Kentucky
$2.68M +$514K +22,089 +26%
HI
66
Harbour Investments
Wisconsin
$2.63M +$642K +27,546 +36%
CA
67
Calton & Associates
Florida
$2.5M -$11.4K -489 -0.5%
MHB
68
Midwest Heritage Bank
Iowa
$2.33M
EWA
69
Exencial Wealth Advisors
Oklahoma
$2.13M +$1.96M +84,364 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$2.1M +$1.94M +83,258 New
BFG
71
Bleakley Financial Group
New Jersey
$2.04M +$1.88M +80,736 New
SS
72
Simplicity Solutions
Minnesota
$2.04M +$1.88M +80,736 New
TAM
73
Townsend Asset Management
North Carolina
$2.04M +$253K +10,850 +16%
VA
74
Valmark Advisers
Ohio
$2.03M +$238K +10,207 +15%
DC
75
Davenport & Co
Virginia
$1.94M +$75.7K +3,249 +4%

CGGR Hedge Fund Activity: Q2 2023 in Review

173 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q2 2023, worth a combined $1.62B — up 44% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CGGR positions and 7 closed out — a net gain of 31 holders — while 99 added to existing stakes and 27 trimmed.

The largest buyer was Jane Street, adding an estimated $37.3M. The largest seller was Advisory Services Network, cutting an estimated $2.59M.

  • 173 institutional investors held Capital Group Growth ETF (CGGR) as of Q2 2023, up from 144 in Q1 2023.
  • Funds reported $1.62B of Capital Group Growth ETF stock for Q2 2023, up 44% quarter-over-quarter.
  • 38 funds opened new Capital Group Growth ETF positions in Q2 2023 and 7 closed out, a net change of +31 holders.
  • The largest Capital Group Growth ETF buyer in Q2 2023 was Jane Street, an estimated $37.3M added.
  • The largest Capital Group Growth ETF seller in Q2 2023 was Advisory Services Network, an estimated $2.59M sold.

Based on aggregated 13F filings for Q2 2023.