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Capital Group Growth ETF

353 hedge funds and large institutions have $5.36B invested in Capital Group Growth ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 220 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 62

242% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 12

22% more capital invested

Capital invested by funds: $4.4B → $5.36B (+$965M)

7% more funds holding

Funds holding: 330353 (+23)

0% more funds holding in top 10

Funds holding in top 10: 3030 (0)

0.38% less ownership

Funds ownership: 71.76%71.38% (-0.38%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $205K

Holders
353
Holders Change
+23
Holders Change %
+6.97%
% of All Funds
5.07%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
41
Increased
220
Reduced
62
Closed
12
Calls
Puts
$205K
Net Calls
-$205K
Net Calls Change
-$264K
Name Holding Trade Value Shares
Change
Change in
Stake
IAG
76
Investmark Advisory Group
Connecticut
$8.22M +$197K +5,947 +3%
AL
77
ACAS LLC
California
$8.1M +$377K +11,378 +5%
HighTower Advisors
78
HighTower Advisors
Illinois
$8.09M +$996K +30,043 +15%
IFPL
79
Investments & Financial Planning LLC
Kentucky
$8.08M -$108K -3,244 -1%
DWP
80
Daymark Wealth Partners
Ohio
$8.03M +$739K +22,308 +11%
EA
81
Eclectic Associates
California
$7.99M +$1.38M +41,743 +22%
BAM
82
Bellevue Asset Management
Washington
$7.97M -$15.7K -475 -0.2%
DADC
83
D.A. Davidson & Co
Montana
$7.81M +$1.84M +55,471 +33%
SFA
84
Souders Financial Advisors
Ohio
$7.67M +$15.4K +464 +0.2%
AF
85
Advisornet Financial
Minnesota
$7.32M +$5.01M +151,077 +255%
BCA
86
Bay Colony Advisors
Massachusetts
$7.28M +$6.18M +186,612 +828%
OPPS
87
Obsidian Personal Planning Solutions
Maryland
$6.94M +$526K +15,869 +9%
CWA
88
Clearview Wealth Advisors
Oregon
$6.81M +$820K +24,751 +14%
AFA
89
AA Financial Advisors
Ohio
$6.62M +$1.14M +34,519 +22%
Mariner
90
Mariner
Kansas
$6.6M +$2.16M +65,033 +52%
AWM
91
Axxcess Wealth Management
California
$6.46M +$74.9K +2,259 +1%
BFG
92
Beacon Financial Group
Texas
$6.39M -$439K -13,244 -7%
SMC
93
Smith, Moore & Co
Missouri
$6.31M +$624K +18,821 +12%
MOS
94
MGO One Seven
Ohio
$6.07M +$305K +9,200 +6%
BB
95
Burford Brothers
Texas
$5.88M +$326K +9,823 +6%
BAG
96
Bridgewealth Advisory Group
California
$5.85M +$194K +5,863 +4%
William Blair & Company
97
William Blair & Company
Illinois
$5.79M +$903K +27,238 +20%
MHB
98
Midwest Heritage Bank
Iowa
$5.64M +$141K +4,262 +3%
FLPIM
99
F.L. Putnam Investment Management
Massachusetts
$5.61M -$108K -3,256 -2%
Envestnet Portfolio Solutions
100
Envestnet Portfolio Solutions
Illinois
$5.55M +$1.83M +55,203 +53%

CGGR Hedge Fund Activity: Q3 2024 in Review

353 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q3 2024, worth a combined $5.36B — up 22% from $4.4B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CGGR positions and 12 closed out — a net gain of 29 holders — while 220 added to existing stakes and 62 trimmed.

The largest buyer was LPL Financial, adding an estimated $81.4M. The largest seller was Jane Street, cutting an estimated $13.1M.

  • 353 institutional investors held Capital Group Growth ETF (CGGR) as of Q3 2024, up from 330 in Q2 2024.
  • Funds reported $5.36B of Capital Group Growth ETF stock for Q3 2024, up 22% quarter-over-quarter.
  • 41 funds opened new Capital Group Growth ETF positions in Q3 2024 and 12 closed out, a net change of +29 holders.
  • The largest Capital Group Growth ETF buyer in Q3 2024 was LPL Financial, an estimated $81.4M added.
  • The largest Capital Group Growth ETF seller in Q3 2024 was Jane Street, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2024.