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Capital Group Growth ETF

264 hedge funds and large institutions have $2.73B invested in Capital Group Growth ETF in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 150 increasing their positions, 35 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,133% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 3

450% more call options, than puts

Call options by funds: $11K | Put options by funds: $2K

329% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 35

64% more funds holding in top 10

Funds holding in top 10: 1423 (+9)

42% more capital invested

Capital invested by funds: $1.92B → $2.73B (+$807M)

31% more funds holding

Funds holding: 201264 (+63)

0.48% more ownership

Funds ownership: 70.86%71.35% (+0.48%)

Holders
264
Holders Change
+63
Holders Change %
+31.34%
% of All Funds
3.85%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.34%
New
67
Increased
150
Reduced
35
Closed
3
Calls
$11K
Puts
$2K
Net Calls
+$9K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MLRA
51
Main Line Retirement Advisors
Montana
$9.25M +$8.48M +327,845 New
ASN
52
Advisory Services Network
Georgia
$8.93M +$3.29M +127,181 +67%
BFC
53
Bedel Financial Consulting
Indiana
$7.62M +$180K +6,963 +3%
SFWC
54
Strategic Family Wealth Counselors
New Jersey
$7.41M +$375K +14,520 +6%
ACA
55
Aptus Capital Advisors
Alabama
$6.34M +$3.03M +117,178 +109%
IFPL
56
Investments & Financial Planning LLC
Kentucky
$6.31M +$2.63M +101,773 +84%
HI
57
Harbour Investments
Wisconsin
$6.22M +$1.58M +61,139 +38%
AAS
58
Avantax Advisory Services
Texas
$6.2M +$147K +5,691 +3%
SFA
59
Souders Financial Advisors
Ohio
$6.06M +$186K +7,188 +3%
WI
60
Wintrust Investments
Illinois
$6.05M -$32.7K -1,266 -0.6%
BA
61
Ballew Advisors
Mississippi
$6.02M -$18.5K -714 -0.3%
IAG
62
Investmark Advisory Group
Connecticut
$5.87M +$514K +19,862 +11%
BAM
63
Bellevue Asset Management
Washington
$5.85M +$5.36M +207,242 New
AIA
64
Armor Investment Advisors
North Carolina
$5.62M +$248K +9,595 +5%
JP Morgan Chase
65
JP Morgan Chase
New York
$5.48M +$5.02M +194,171 New
HighTower Advisors
66
HighTower Advisors
Illinois
$5.4M +$3.07M +118,660 +164%
DWP
67
Daymark Wealth Partners
Ohio
$5.36M +$4.91M +189,919 New
EA
68
Eclectic Associates
California
$5.34M +$613K +23,720 +14%
PFS
69
Prospera Financial Services
Texas
$5.07M +$733K +28,356 +19%
Corient Private Wealth
70
Corient Private Wealth
Florida
$4.97M -$296K -11,436 -6%
VA
71
Valmark Advisers
Ohio
$4.69M +$1.69M +65,194 +65%
LWM
72
LongView Wealth Management
Georgia
$4.49M +$4.14M +160,243 New
SPIA
73
Steward Partners Investment Advisory
New York
$4.48M +$170K +6,581 +4%
Jones Financial Companies
74
Jones Financial Companies
Missouri
$4.34M +$3.47M +134,226 +693%
FWS
75
FinDec Wealth Services
California
$4.3M +$3.94M +152,436 New

CGGR Hedge Fund Activity: Q4 2023 in Review

264 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q4 2023, worth a combined $2.73B — up 42% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new CGGR positions and 3 closed out — a net gain of 64 holders — while 150 added to existing stakes and 35 trimmed.

The largest buyer was Bank of America, adding an estimated $72.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $10.9M sold.

  • 264 institutional investors held Capital Group Growth ETF (CGGR) as of Q4 2023, up from 201 in Q3 2023.
  • Funds reported $2.73B of Capital Group Growth ETF stock for Q4 2023, up 42% quarter-over-quarter.
  • 67 funds opened new Capital Group Growth ETF positions in Q4 2023 and 3 closed out, a net change of +64 holders.
  • The largest Capital Group Growth ETF buyer in Q4 2023 was Bank of America, an estimated $72.3M added.
  • The largest Capital Group Growth ETF seller in Q4 2023 was Susquehanna International Group, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2023.