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Capital Group Growth ETF

201 hedge funds and large institutions have $1.92B invested in Capital Group Growth ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 121 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 10

256% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 34

19% more capital invested

Capital invested by funds: $1.62B → $1.92B (+$308M)

16% more funds holding

Funds holding: 173201 (+28)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

1.66% more ownership

Funds ownership: 69.21%70.86% (+1.7%)

Holders
201
Holders Change
+28
Holders Change %
+16.18%
% of All Funds
3.19%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
40
Increased
121
Reduced
34
Closed
10
Calls
$9K
Puts
Net Calls
+$9K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
WI
51
Wintrust Investments
Illinois
$5.29M +$107K +4,221 +2%
AAS
52
Avantax Advisory Services
Texas
$5.24M +$438K +17,246 +9%
BA
53
Ballew Advisors
Mississippi
$5.22M +$74.2K +2,925 +1%
SFA
54
Souders Financial Advisors
Ohio
$5.09M -$139K -5,479 -3%
AIA
55
Armor Investment Advisors
North Carolina
$4.65M -$42.5K -1,675 -0.9%
ASN
56
Advisory Services Network
Georgia
$4.64M +$996K +39,250 +26%
IAG
57
Investmark Advisory Group
Connecticut
$4.61M +$516K +20,341 +12%
Corient Private Wealth
58
Corient Private Wealth
Florida
$4.59M -$4.82K -190 -0.1%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$4.14M +$2.18M +85,770 +103%
EA
60
Eclectic Associates
California
$4.05M +$266K +10,497 +7%
HI
61
Harbour Investments
Wisconsin
$3.9M +$1.39M +54,917 +53%
SPIA
62
Steward Partners Investment Advisory
New York
$3.73M -$1.68K -66 -0%
PFS
63
Prospera Financial Services
Texas
$3.7M +$3.34M +131,544 +673%
DWP
64
Destiny Wealth Partners
Florida
$3.46M +$3.59M +141,345 New
BFEC
65
Benjamin F. Edwards & Company
Missouri
$3.27M +$195K +7,664 +6%
IFPL
66
Investments & Financial Planning LLC
Kentucky
$2.99M +$394K +15,518 +15%
AssetMark Inc
67
AssetMark Inc
California
$2.98M +$3.09M +121,817 New
MFG
68
Merit Financial Group
Georgia
$2.95M +$311K +12,260 +11%
AAS
69
Ameritas Advisory Services
Nebraska
$2.85M +$2.74M +107,861 +1,269%
FA
70
Faithward Advisors
Pennsylvania
$2.8M -$16.1K -635 -0.6%
ACA
71
Aptus Capital Advisors
Alabama
$2.63M +$1.38M +54,181 +102%
DC
72
Davenport & Co
Virginia
$2.58M +$724K +28,532 +37%
VA
73
Valmark Advisers
Ohio
$2.47M +$517K +20,355 +25%
TAM
74
Townsend Asset Management
North Carolina
$2.39M +$431K +16,984 +21%
MHB
75
Midwest Heritage Bank
Iowa
$2.32M +$58.2K +2,294 +2%