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Capital Group Growth ETF

330 hedge funds and large institutions have $4.4B invested in Capital Group Growth ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 196 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,967% more call options, than puts

Call options by funds: $62K | Put options by funds: $3K

364% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 11

300% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 49

18% more capital invested

Capital invested by funds: $3.73B → $4.4B (+$666M)

12% more funds holding

Funds holding: 294330 (+36)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

0.23% more ownership

Funds ownership: 71.53%71.76% (+0.23%)

Holders
330
Holders Change
+36
Holders Change %
+12.24%
% of All Funds
4.77%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.43%
New
51
Increased
196
Reduced
49
Closed
11
Calls
$62K
Puts
$3K
Net Calls
+$59K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
76
Souders Financial Advisors
Ohio
$7.23M +$205K +6,460 +3%
DWP
77
Daymark Wealth Partners
Ohio
$6.86M +$217K +6,841 +3%
HighTower Advisors
78
HighTower Advisors
Illinois
$6.66M +$4.32M +136,161 +205%
BFG
79
Beacon Financial Group
Texas
$6.47M +$107K +3,372 +2%
EA
80
Eclectic Associates
California
$6.18M +$89.6K +2,824 +2%
AWM
81
Axxcess Wealth Management
California
$6.03M +$4.13M +130,160 +244%
OPPS
82
Obsidian Personal Planning Solutions
Maryland
$6.03M +$452K +14,239 +8%
CWA
83
Clearview Wealth Advisors
Oregon
$5.63M +$5.43M +171,048 New
SPIA
84
Steward Partners Investment Advisory
New York
$5.62M +$153K +4,834 +3%
DADC
85
D.A. Davidson & Co
Montana
$5.56M +$636K +20,058 +13%
WI
86
Wintrust Investments
Illinois
$5.5M -$68K -2,142 -1%
MOS
87
MGO One Seven
Ohio
$5.43M +$5.24M +165,245 New
SCM
88
SOL Capital Management
Maryland
$5.43M +$3.24M +102,044 +162%
FLPIM
89
F.L. Putnam Investment Management
Massachusetts
$5.41M +$5.22M +164,637 New
SMC
90
Smith, Moore & Co
Missouri
$5.34M +$1.22M +38,365 +31%
BAG
91
Bridgewealth Advisory Group
California
$5.34M +$654K +20,616 +15%
BB
92
Burford Brothers
Texas
$5.23M +$518K +16,337 +11%
MHB
93
Midwest Heritage Bank
Iowa
$5.19M +$617K +19,448 +14%
AFA
94
AA Financial Advisors
Ohio
$5.12M +$668K +21,064 +16%
AI
95
Atria Investments
North Carolina
$5.03M -$1.37M -43,111 -22%
DC
96
Davenport & Co
Virginia
$4.68M +$327K +10,293 +8%
DIM
97
Delta Investment Management
California
$4.67M -$1.8M -56,613 -28%
VF
98
Vawter Financial
Ohio
$4.6M +$381K +12,005 +9%
William Blair & Company
99
William Blair & Company
Illinois
$4.57M +$687K +21,641 +18%
FWS
100
FinDec Wealth Services
California
$4.5M -$404K -12,720 -9%