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Capital Group Growth ETF

94 hedge funds and large institutions have $454M invested in Capital Group Growth ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 9

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

67% more capital invested

Capital invested by funds: $271M → $454M (+$183M)

21% more funds holding

Funds holding: 7894 (+16)

0.61% more ownership

Funds ownership: 65.79%66.39% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
94
Holders Change
+16
Holders Change %
+20.51%
% of All Funds
1.62%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
24
Increased
52
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
76
Founders Financial Securities
Maryland
$227K +$13.4K +625 +6%
DADC
77
D.A. Davidson & Co
Montana
$226K +$247K +11,581 New
RJT
78
Raymond James Trust
Florida
$216K
H
79
HoyleCohen
California
$212K
CBFP
80
Cedar Brook Financial Partners
Ohio
$198K +$216K +10,131 New
CFGS
81
Concourse Financial Group Securities
Alabama
$193K +$1.2K +56 +0.6%
EWA
82
EverSource Wealth Advisors
Alabama
$178K +$195K +9,111 New
GRP
83
Global Retirement Partners
California
$172K +$534 +25 +0.3%
HGERS
84
Householder Group Estate & Retirement Specialist
Arizona
$136K +$149K +6,970 New
CF
85
Centaurus Financial
California
$112K
AF
86
Advisornet Financial
Minnesota
$92K +$101K +4,719 New
SN
87
Sittner & Nelson
Oregon
$78K +$15K +700 +21%
IA
88
IFP Advisors
Florida
$73K +$41.1K +1,924 +196%
CFD
89
Creative Financial Designs
Indiana
$39K +$21.4K +1,001 +100%
SWM
90
Selective Wealth Management
Virginia
$20K
CWC
91
Carolinas Wealth Consulting
North Carolina
$10K
CIAS
92
CFS Investment Advisory Services
New Jersey
$9K +$3.93M +183,851 New
ME
93
McIlrath & Eck
Washington
$8K
HWM
94
Horizon Wealth Management
Illinois
-$3.16M -158,271 Closed
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
-$1.46M -72,901 Closed
EFS
96
Essex Financial Services
Connecticut
-$253K -12,666 Closed
CHJWM
97
Carlton Hofferkamp & Jenks Wealth Management
Texas
-$220K -10,588 Closed
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
-$19K -950 Closed
PFS
99
Prospera Financial Services
Texas
-$11K -567 Closed
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
-$6K -300 Closed

CGGR Hedge Fund Activity: Q3 2022 in Review

94 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q3 2022, worth a combined $454M — up 67% from $271M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CGGR positions and 7 closed out — a net gain of 17 holders — while 52 added to existing stakes and 9 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $70.3M. The largest seller was Capital International Investors, cutting an estimated $18.2M.

  • 94 institutional investors held Capital Group Growth ETF (CGGR) as of Q3 2022, up from 78 in Q2 2022.
  • Funds reported $454M of Capital Group Growth ETF stock for Q3 2022, up 67% quarter-over-quarter.
  • 24 funds opened new Capital Group Growth ETF positions in Q3 2022 and 7 closed out, a net change of +17 holders.
  • The largest Capital Group Growth ETF buyer in Q3 2022 was Capital Group Private Client Services, an estimated $70.3M added.
  • The largest Capital Group Growth ETF seller in Q3 2022 was Capital International Investors, an estimated $18.2M sold.

Based on aggregated 13F filings for Q3 2022.