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Capital Group Growth ETF

124 hedge funds and large institutions have $873M invested in Capital Group Growth ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 5

533% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 6

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

92% more capital invested

Capital invested by funds: $454M → $873M (+$419M)

32% more funds holding

Funds holding: 94124 (+30)

4.62% more ownership

Funds ownership: 66.39%71.01% (+4.6%)

Holders
124
Holders Change
+30
Holders Change %
+31.91%
% of All Funds
1.99%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
38
Increased
75
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
76
Bard Financial Services
Connecticut
$633K +$392K +19,250 +154%
AL
77
ACAS LLC
California
$617K +$630K +30,946 New
Koshinski Asset Management
78
Koshinski Asset Management
Illinois
$584K +$596K +29,266 New
PWW
79
Pettyjohn Wood & White
Virginia
$581K +$593K +29,150 New
BMWM
80
Brown Miller Wealth Management
Virginia
$540K +$281K +13,827 +104%
NA
81
NewEdge Advisors
Louisiana
$508K +$2.97M +145,792 +48%
SIAS
82
Summit Investment Advisory Services
Minnesota
$502K +$512K +25,182 New
MA
83
Mutual Advisors
Nebraska
$460K +$221K +10,856 +89%
SWMG
84
Signature Wealth Management Group
Georgia
$447K +$131K +6,436 +40%
WS
85
Wedbush Securities
California
$438K +$447K +21,974 New
DADC
86
D.A. Davidson & Co
Montana
$432K +$205K +10,096 +87%
BAM
87
Belpointe Asset Management
Nevada
$423K +$60K +2,950 +16%
SWM
88
Silverlake Wealth Management
Vermont
$391K +$15.7K +773 +4%
RCAG
89
Rehmann Capital Advisory Group
Michigan
$389K +$11.1K +544 +3%
1WA
90
180 Wealth Advisors
Washington
$384K +$354K +17,377 New
WI
91
Wintrust Investments
Illinois
$372K -$997 -49 -0.3%
SPC
92
Sigma Planning Corp
Michigan
$354K +$361K +17,732 New
AF
93
Advisornet Financial
Minnesota
$321K +$231K +11,355 +241%
RJT
94
Raymond James Trust
Florida
$318K +$99.5K +4,892 +44%
LC
95
Lincoln Capital
Nebraska
$310K +$2.14K +105 +0.7%
PFS
96
Prospera Financial Services
Texas
$310K +$316K +15,529 New
WWP
97
WR Wealth Planners
Missouri
$299K +$36.3K +1,783 +14%
PAG
98
Private Advisor Group
New Jersey
$297K +$1.59M +78,223 +291%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$270K +$276K +13,565 New
FMN
100
Financial Management Network
California
$269K +$273K +13,408 New

CGGR Hedge Fund Activity: Q4 2022 in Review

124 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q4 2022, worth a combined $873M — up 92% from $454M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CGGR positions and 6 closed out — a net gain of 32 holders — while 75 added to existing stakes and 5 trimmed.

The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $45.2M. The largest seller was CFS Investment Advisory Services, cutting an estimated $3.52M.

  • 124 institutional investors held Capital Group Growth ETF (CGGR) as of Q4 2022, up from 94 in Q3 2022.
  • Funds reported $873M of Capital Group Growth ETF stock for Q4 2022, up 92% quarter-over-quarter.
  • 38 funds opened new Capital Group Growth ETF positions in Q4 2022 and 6 closed out, a net change of +32 holders.
  • The largest Capital Group Growth ETF buyer in Q4 2022 was Signature Estate & Investment Advisors, an estimated $45.2M added.
  • The largest Capital Group Growth ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $3.52M sold.

Based on aggregated 13F filings for Q4 2022.