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Capital Group Growth ETF

144 hedge funds and large institutions have $1.12B invested in Capital Group Growth ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more call options, than puts

Call options by funds: $22K | Put options by funds: $4K

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

273% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 22

28% more capital invested

Capital invested by funds: $873M → $1.12B (+$247M)

16% more funds holding

Funds holding: 124144 (+20)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

5.26% less ownership

Funds ownership: 71.01%65.75% (-5.3%)

Holders
144
Holders Change
+20
Holders Change %
+16.13%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
29
Increased
82
Reduced
22
Closed
6
Calls
$22K
Puts
$4K
Net Calls
+$18K
Net Calls Change
+$18K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$1.18M +$1.14M +52,624 New
AAS
77
Ameritas Advisory Services
Nebraska
$1.17M +$49.3K +2,271 +5%
BA
78
Bridge Advisory
California
$1.1M -$24.9K -1,145 -2%
SWA
79
Stratos Wealth Advisors
Ohio
$1.1M +$111K +5,113 +12%
MWM
80
Madison Wealth Management
Ohio
$998K +$6.64K +306 +0.7%
WP
81
WealthSource Partners
California
$957K +$925K +42,593 New
FP
82
Financial Perspectives
Minnesota
$955K +$101K +4,646 +12%
MWM
83
Meridian Wealth Management
Kentucky
$909K +$879K +40,461 New
TWM
84
Tradition Wealth Management
Minnesota
$899K +$869K +40,006 New
BFS
85
Bard Financial Services
Connecticut
$882K +$163K +7,500 +24%
SG
86
Stonnington Group
California
$868K +$834K +38,400 New
Mariner
87
Mariner
Kansas
$863K +$25.8K +1,190 +3%
CWC
88
Carolinas Wealth Consulting
North Carolina
$860K +$46.4K +2,139 +6%
WAM
89
WNY Asset Management
New York
$838K -$100K -4,628 -11%
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$822K +$159K +7,320 +25%
AL
91
ACAS LLC
California
$805K +$107K +4,916 +16%
PWW
92
Pettyjohn Wood & White
Virginia
$641K -$13.6K -625 -2%
BFA
93
Beacon Financial Advisory
Ohio
$635K +$387K +17,816 +171%
CWM
94
Cornerstone Wealth Management
Missouri
$576K +$557K +25,646 New
BAM
95
Belpointe Asset Management
Nevada
$554K +$74.4K +3,425 +16%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$552K +$534K +24,595 New
FFS
97
Founders Financial Securities
Maryland
$507K +$214K +9,860 +78%
DADC
98
D.A. Davidson & Co
Montana
$506K +$18.5K +852 +4%
SWM
99
Spire Wealth Management
Virginia
$505K +$488K +22,481 New
SPC
100
Sigma Planning Corp
Michigan
$500K +$98.4K +4,533 +26%

CGGR Hedge Fund Activity: Q1 2023 in Review

144 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q1 2023, worth a combined $1.12B — up 28% from $873M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CGGR positions and 6 closed out — a net gain of 23 holders — while 82 added to existing stakes and 22 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $33.8M. The largest seller was Royal Bank of Canada, cutting an estimated $12.4M.

  • 144 institutional investors held Capital Group Growth ETF (CGGR) as of Q1 2023, up from 124 in Q4 2022.
  • Funds reported $1.12B of Capital Group Growth ETF stock for Q1 2023, up 28% quarter-over-quarter.
  • 29 funds opened new Capital Group Growth ETF positions in Q1 2023 and 6 closed out, a net change of +23 holders.
  • The largest Capital Group Growth ETF buyer in Q1 2023 was Capital Group Private Client Services, an estimated $33.8M added.
  • The largest Capital Group Growth ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2023.