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Capital Group Growth ETF

201 hedge funds and large institutions have $1.92B invested in Capital Group Growth ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 121 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 10

256% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 34

19% more capital invested

Capital invested by funds: $1.62B → $1.92B (+$308M)

16% more funds holding

Funds holding: 173201 (+28)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

1.66% more ownership

Funds ownership: 69.21%70.86% (+1.7%)

Holders
201
Holders Change
+28
Holders Change %
+16.18%
% of All Funds
3.19%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
40
Increased
121
Reduced
34
Closed
10
Calls
$9K
Puts
Net Calls
+$9K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
VF
76
Vawter Financial
Ohio
$2.23M -$616K -24,268 -21%
BFG
77
Bleakley Financial Group
New Jersey
$2.21M +$235K +9,273 +11%
SS
78
Simplicity Solutions
Minnesota
$2.21M +$235K +9,273 +11%
William Blair & Company
79
William Blair & Company
Illinois
$2.01M +$280K +11,028 +16%
SPC
80
Sigma Planning Corp
Michigan
$1.96M +$1.42M +55,994 +234%
HAS
81
HBW Advisory Services
California
$1.93M +$1.09M +42,947 +119%
MA
82
Mutual Advisors
Nebraska
$1.82M +$1.15M +45,424 +157%
CBFP
83
Cedar Brook Financial Partners
Ohio
$1.82M +$54K +2,126 +3%
CA
84
CapWealth Advisors
Tennessee
$1.82M -$33.8K -1,333 -2%
MWM
85
Madison Wealth Management
Ohio
$1.81M +$550K +21,670 +42%
HighTower Advisors
86
HighTower Advisors
Illinois
$1.77M +$706K +27,805 +62%
DJSG
87
D.J. St. Germain
Massachusetts
$1.76M +$88.2K +3,474 +5%
LF
88
Lantz Financial
Illinois
$1.72M +$74.8K +2,947 +4%
EWA
89
Exencial Wealth Advisors
Oklahoma
$1.64M -$439K -17,305 -21%
CFA
90
CWS Financial Advisors
Michigan
$1.55M +$144K +5,681 +10%
BFG
91
Beacon Financial Group
Texas
$1.54M +$1.52M +59,779 New
CTC
92
Central Trust Company
Missouri
$1.51M -$50.3K -1,983 -3%
WF
93
Wayfinding Financial
Washington
$1.47M -$171K -6,752 -10%
CP
94
Capital Planning
Washington
$1.47M -$18.8K -741 -1%
VAS
95
Vestmark Advisory Solutions
Massachusetts
$1.46M +$1.51M +59,528 New
Mariner
96
Mariner
Kansas
$1.44M +$48.1K +1,895 +3%
AL
97
ACAS LLC
California
$1.36M +$266K +10,479 +23%
BAG
98
Bridgewealth Advisory Group
California
$1.31M +$1.14M +44,768 +512%
AFM
99
Armstrong Fleming & Moore
District of Columbia
$1.25M +$69.8K +2,750 +6%
BA
100
Bridge Advisory
California
$1.25M +$18.3K +719 +1%