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Capital Group Growth ETF

330 hedge funds and large institutions have $4.4B invested in Capital Group Growth ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 196 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,967% more call options, than puts

Call options by funds: $62K | Put options by funds: $3K

364% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 11

300% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 49

18% more capital invested

Capital invested by funds: $3.73B → $4.4B (+$666M)

12% more funds holding

Funds holding: 294330 (+36)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

0.23% more ownership

Funds ownership: 71.53%71.76% (+0.23%)

Holders
330
Holders Change
+36
Holders Change %
+12.24%
% of All Funds
4.77%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.43%
New
51
Increased
196
Reduced
49
Closed
11
Calls
$62K
Puts
$3K
Net Calls
+$59K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
Exencial Wealth Advisors
Oklahoma
$13.8M +$1.87M +58,827 +16%
FC
52
Financial Council
Maryland
$13.6M +$542K +17,093 +4%
JP Morgan Chase
53
JP Morgan Chase
New York
$13.5M +$2.87M +90,313 +28%
PFS
54
Prospera Financial Services
Texas
$13.1M +$5.89M +185,678 +87%
Truist Financial
55
Truist Financial
North Carolina
$12.8M +$1.82M +57,372 +17%
PA
56
PFG Advisors
Arizona
$12.4M -$104K -3,268 -0.9%
MLRA
57
Main Line Retirement Advisors
Montana
$11.5M +$237K +7,461 +2%
VA
58
Valmark Advisers
Ohio
$10.8M +$3.22M +101,485 +45%
AAS
59
Ameritas Advisory Services
Nebraska
$10.5M +$2.59M +81,735 +34%
HI
60
Harbour Investments
Wisconsin
$10.2M +$1.09M +34,206 +12%
CSPIA
61
Cary Street Partners Investment Advisory
Virginia
$9.97M -$1M -31,553 -9%
WWP
62
WR Wealth Planners
Missouri
$9.78M +$527K +16,606 +6%
AF
63
Allworth Financial
California
$9.66M +$9.18M +289,362 +5,899%
AAS
64
Avantax Advisory Services
Texas
$9.66M +$1.39M +43,687 +17%
BFC
65
Bedel Financial Consulting
Indiana
$8.91M -$112K -3,522 -1%
SFWC
66
Strategic Family Wealth Counselors
New Jersey
$8.91M +$125K +3,928 +1%
BFEC
67
Benjamin F. Edwards & Company
Missouri
$8.4M +$1.97M +62,006 +32%
OMC
68
Old Mission Capital
Illinois
$8.26M -$8.24M -259,634 -51%
LWM
69
LongView Wealth Management
Georgia
$8.19M +$947K +29,846 +14%
BA
70
Ballew Advisors
Mississippi
$7.96M +$331K +10,418 +5%
IFPL
71
Investments & Financial Planning LLC
Kentucky
$7.74M +$192K +6,042 +3%
IAG
72
Investmark Advisory Group
Connecticut
$7.57M +$583K +18,385 +9%
BAM
73
Bellevue Asset Management
Washington
$7.55M -$19.6K -618 -0.3%
AIA
74
Armor Investment Advisors
North Carolina
$7.29M +$430K +13,551 +7%
AL
75
ACAS LLC
California
$7.28M +$1.43M +45,202 +26%