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Capital Group Growth ETF

264 hedge funds and large institutions have $2.73B invested in Capital Group Growth ETF in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 150 increasing their positions, 35 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,133% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 3

450% more call options, than puts

Call options by funds: $11K | Put options by funds: $2K

329% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 35

64% more funds holding in top 10

Funds holding in top 10: 1423 (+9)

42% more capital invested

Capital invested by funds: $1.92B → $2.73B (+$807M)

31% more funds holding

Funds holding: 201264 (+63)

0.48% more ownership

Funds ownership: 70.86%71.35% (+0.48%)

Holders
264
Holders Change
+63
Holders Change %
+31.34%
% of All Funds
3.85%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.34%
New
67
Increased
150
Reduced
35
Closed
3
Calls
$11K
Puts
$2K
Net Calls
+$9K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
76
Beacon Financial Group
Texas
$4.19M +$2.29M +88,512 +148%
BFEC
77
Benjamin F. Edwards & Company
Missouri
$4.17M +$371K +14,334 +11%
AFA
78
AA Financial Advisors
Ohio
$3.76M +$3.44M +133,203 New
DC
79
Davenport & Co
Virginia
$3.73M +$696K +26,910 +26%
AssetMark Inc
80
AssetMark Inc
California
$3.73M +$263K +10,180 +8%
MFG
81
Merit Financial Group
Georgia
$3.57M +$163K +6,315 +5%
VF
82
Vawter Financial
Ohio
$3.52M +$879K +33,989 +37%
FA
83
Faithward Advisors
Pennsylvania
$3.51M +$221K +8,540 +8%
HTC
84
Haverford Trust Company
Pennsylvania
$3.49M +$3.2M +123,789 New
BB
85
Burford Brothers
Texas
$3.48M +$3.19M +123,195 New
DWP
86
Destiny Wealth Partners
Florida
$3.43M -$440K -17,001 -12%
William Blair & Company
87
William Blair & Company
Illinois
$3.23M +$845K +32,686 +40%
Renaissance Technologies
88
Renaissance Technologies
New York
$3.2M +$1.96M +75,700 +201%
TAM
89
Townsend Asset Management
North Carolina
$3.18M +$386K +14,920 +15%
BFG
90
Bleakley Financial Group
New Jersey
$3.03M +$448K +17,321 +19%
SS
91
Simplicity Solutions
Minnesota
$3.03M +$448K +17,321 +19%
MA
92
Mutual Advisors
Nebraska
$2.96M +$791K +30,600 +41%
CA
93
Calton & Associates
Florida
$2.85M +$2.61M +100,814 New
AL
94
ACAS LLC
California
$2.77M +$1.1M +42,572 +76%
Morgan Stanley
95
Morgan Stanley
New York
$2.76M +$2.25M +86,838 +790%
MHB
96
Midwest Heritage Bank
Iowa
$2.75M +$67.2K +2,601 +3%
WWP
97
WR Wealth Planners
Missouri
$2.73M +$1.82M +70,348 +268%
BAG
98
Bridgewealth Advisory Group
California
$2.68M +$1.08M +41,586 +78%
KCIC
99
Kuhn & Co Investment Counsel
Illinois
$2.45M +$2.24M +86,820 New
Mariner
100
Mariner
Kansas
$2.43M +$703K +27,174 +46%

CGGR Hedge Fund Activity: Q4 2023 in Review

264 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q4 2023, worth a combined $2.73B — up 42% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new CGGR positions and 3 closed out — a net gain of 64 holders — while 150 added to existing stakes and 35 trimmed.

The largest buyer was Bank of America, adding an estimated $72.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $10.9M sold.

  • 264 institutional investors held Capital Group Growth ETF (CGGR) as of Q4 2023, up from 201 in Q3 2023.
  • Funds reported $2.73B of Capital Group Growth ETF stock for Q4 2023, up 42% quarter-over-quarter.
  • 67 funds opened new Capital Group Growth ETF positions in Q4 2023 and 3 closed out, a net change of +64 holders.
  • The largest Capital Group Growth ETF buyer in Q4 2023 was Bank of America, an estimated $72.3M added.
  • The largest Capital Group Growth ETF seller in Q4 2023 was Susquehanna International Group, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2023.