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Capital Group Growth ETF

173 hedge funds and large institutions have $1.62B invested in Capital Group Growth ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

267% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 27

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

44% more capital invested

Capital invested by funds: $1.12B → $1.62B (+$497M)

20% more funds holding

Funds holding: 144173 (+29)

3.46% more ownership

Funds ownership: 65.75%69.21% (+3.5%)

Holders
173
Holders Change
+29
Holders Change %
+20.14%
% of All Funds
2.72%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.2%
New
38
Increased
99
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
CapWealth Advisors
Tennessee
$1.91M -$34.6K -1,484 -2%
CBFP
77
Cedar Brook Financial Partners
Ohio
$1.82M +$48.1K +2,065 +3%
William Blair & Company
78
William Blair & Company
Illinois
$1.79M +$252K +10,825 +18%
WF
79
Wayfinding Financial
Washington
$1.74M -$57.8K -2,481 -4%
DJSG
80
D.J. St. Germain
Massachusetts
$1.73M +$1.6M +68,529 New
LF
81
Lantz Financial
Illinois
$1.7M +$220K +9,459 +16%
CTC
82
Central Trust Company
Missouri
$1.61M -$118K -5,054 -7%
CP
83
Capital Planning
Washington
$1.53M +$26.1K +1,122 +2%
CFA
84
CWS Financial Advisors
Michigan
$1.46M -$146K -6,258 -10%
Mariner
85
Mariner
Kansas
$1.44M +$431K +18,524 +48%
SWA
86
Stratos Wealth Advisors
Ohio
$1.37M +$126K +5,408 +11%
ACA
87
Aptus Capital Advisors
Alabama
$1.34M -$123K -5,274 -9%
MWM
88
Madison Wealth Management
Ohio
$1.31M +$177K +7,621 +17%
BA
89
Bridge Advisory
California
$1.27M +$25.2K +1,080 +2%
MWM
90
Meridian Wealth Management
Kentucky
$1.22M +$185K +7,945 +20%
AFM
91
Armstrong Fleming & Moore
District of Columbia
$1.22M +$1.13M +48,318 New
FP
92
Financial Perspectives
Minnesota
$1.15M +$68.2K +2,927 +7%
AL
93
ACAS LLC
California
$1.14M +$217K +9,313 +26%
HighTower Advisors
94
HighTower Advisors
Illinois
$1.13M +$818K +35,125 +367%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$1.11M -$1.46M -62,872 -59%
WP
96
WealthSource Partners
California
$1.11M +$32.1K +1,377 +3%
RJT
97
Raymond James Trust
Florida
$1.03M +$575K +24,701 +155%
TWM
98
Tradition Wealth Management
Minnesota
$1.01M
CWC
99
Carolinas Wealth Consulting
North Carolina
$995K +$23.9K +1,028 +3%
BFS
100
Bard Financial Services
Connecticut
$990K

CGGR Hedge Fund Activity: Q2 2023 in Review

173 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q2 2023, worth a combined $1.62B — up 44% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CGGR positions and 7 closed out — a net gain of 31 holders — while 99 added to existing stakes and 27 trimmed.

The largest buyer was Jane Street, adding an estimated $37.3M. The largest seller was Advisory Services Network, cutting an estimated $2.59M.

  • 173 institutional investors held Capital Group Growth ETF (CGGR) as of Q2 2023, up from 144 in Q1 2023.
  • Funds reported $1.62B of Capital Group Growth ETF stock for Q2 2023, up 44% quarter-over-quarter.
  • 38 funds opened new Capital Group Growth ETF positions in Q2 2023 and 7 closed out, a net change of +31 holders.
  • The largest Capital Group Growth ETF buyer in Q2 2023 was Jane Street, an estimated $37.3M added.
  • The largest Capital Group Growth ETF seller in Q2 2023 was Advisory Services Network, an estimated $2.59M sold.

Based on aggregated 13F filings for Q2 2023.