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Capital Group Growth ETF

451 hedge funds and large institutions have $7.28B invested in Capital Group Growth ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 289 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 82

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

6% more funds holding in top 10

Funds holding in top 10: 5154 (+3)

3% more funds holding

Funds holding: 438451 (+13)

0.55% more ownership

Funds ownership: 72.95%73.49% (+0.55%)

33% less capital invested

Capital invested by funds: $10.8B → $7.28B (-$3.52B)

Holders
451
Holders Change
+13
Holders Change %
+2.97%
% of All Funds
6.05%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
0.72%
New
41
Increased
289
Reduced
82
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
51
Ergawealth Advisors
Illinois
$20.8M +$310K +8,273 +1%
Truist Financial
52
Truist Financial
North Carolina
$20.1M +$1.12M +30,046 +5%
EA
53
Eclectic Associates
California
$20M +$4.02M +107,449 +23%
VA
54
Valmark Advisers
Ohio
$17.1M +$3.71M +99,166 +25%
GFG
55
Greenbush Financial Group
New York
$17.1M +$1.31M +35,003 +8%
DADC
56
D.A. Davidson & Co
Montana
$16.7M +$5.17M +138,176 +39%
AF
57
Advisornet Financial
Minnesota
$16.3M +$7.87M +210,434 +79%
HI
58
Harbour Investments
Wisconsin
$16.2M +$3.16M +84,548 +22%
FC
59
Financial Council
Maryland
$14.6M +$169K +4,509 +1%
AAS
60
Avantax Advisory Services
Texas
$14.5M +$968K +25,862 +6%
MWM
61
Mission Wealth Management
California
$14.1M +$15.5M +413,133 New
EWA
62
Exencial Wealth Advisors
Oklahoma
$13.9M -$225K -6,024 -1%
AAS
63
Ameritas Advisory Services
Nebraska
$13.8M -$170K -4,538 -1%
MLRA
64
Main Line Retirement Advisors
Montana
$13.4M +$389K +10,396 +3%
CWM
65
Challenger Wealth Management
California
$13.4M +$6.88M +183,765 +89%
IA
66
IFP Advisors
Florida
$13.1M +$14.1M +377,910 +8,496%
OMC
67
Old Mission Capital
Illinois
$12.6M +$13.7M +366,909 New
PA
68
PFG Advisors
Arizona
$12.5M +$167K +4,472 +1%
GWA
69
Gutierrez Wealth Advisory
Arkansas
$12.3M +$421K +11,257 +3%
Mariner
70
Mariner
Kansas
$12.2M +$4.46M +119,152 +51%
DC
71
Davenport & Co
Virginia
$12.1M +$1.69M +45,105 +15%
BEI
72
Benjamin Edwards Inc
Missouri
$11.7M +$1.77M +47,372 +16%
SFA
73
Souders Financial Advisors
Ohio
$11.3M +$2.33M +62,241 +23%
Goldman Sachs
74
Goldman Sachs
New York
$11M +$7.6M +203,151 +174%
KPWS
75
Kestra Private Wealth Services
Texas
$10.8M +$6.43M +171,801 +121%

CGGR Hedge Fund Activity: Q1 2025 in Review

451 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q1 2025, worth a combined $7.28B — down 33% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CGGR positions and 19 closed out — a net gain of 22 holders — while 289 added to existing stakes and 82 trimmed.

The largest buyer was LPL Financial, adding an estimated $227M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $45.8M sold.

  • 451 institutional investors held Capital Group Growth ETF (CGGR) as of Q1 2025, up from 438 in Q4 2024.
  • Funds reported $7.28B of Capital Group Growth ETF stock for Q1 2025, down 33% quarter-over-quarter.
  • 41 funds opened new Capital Group Growth ETF positions in Q1 2025 and 19 closed out, a net change of +22 holders.
  • The largest Capital Group Growth ETF buyer in Q1 2025 was LPL Financial, an estimated $227M added.
  • The largest Capital Group Growth ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $45.8M sold.

Based on aggregated 13F filings for Q1 2025.