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Capital Group Growth ETF

438 hedge funds and large institutions have $10.8B invested in Capital Group Growth ETF in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 234 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

827% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 11

225% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 72

101% more capital invested

Capital invested by funds: $5.36B → $10.8B (+$5.43B)

70% more funds holding in top 10

Funds holding in top 10: 3051 (+21)

24% more funds holding

Funds holding: 353438 (+85)

1.57% more ownership

Funds ownership: 71.38%72.95% (+1.6%)

Holders
438
Holders Change
+85
Holders Change %
+24.08%
% of All Funds
5.77%
Holding in Top 10
51
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+70%
% of All Funds
0.67%
New
102
Increased
234
Reduced
72
Closed
11
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$212K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$10.3M +$210K +5,728 +2%
HighTower Advisors
77
HighTower Advisors
Illinois
$10.1M +$1.41M +38,426 +17%
SFWC
78
Strategic Family Wealth Counselors
New Jersey
$10M +$136K +3,690 +1%
SFA
79
Souders Financial Advisors
Ohio
$10M +$1.79M +48,633 +22%
AF
80
Advisornet Financial
Minnesota
$9.86M +$2.01M +54,734 +26%
AL
81
ACAS LLC
California
$9.72M +$479K +13,038 +6%
PSCM
82
Per Stirling Capital Management
Texas
$9.65M +$37.5K +1,020 +0.4%
AIA
83
Armor Investment Advisors
North Carolina
$9.62M +$268K +7,302 +3%
BA
84
Ballew Advisors
Mississippi
$9.06M +$182K +4,965 +2%
BCA
85
Bay Colony Advisors
Massachusetts
$8.99M +$1.21M +32,842 +16%
IFPL
86
Investments & Financial Planning LLC
Kentucky
$8.95M +$315K +8,570 +4%
Mariner
87
Mariner
Kansas
$8.76M +$1.69M +46,087 +24%
IAG
88
Investmark Advisory Group
Connecticut
$8.76M -$21.3K -579 -0.2%
BAM
89
Bellevue Asset Management
Washington
$8.5M -$18.3K -497 -0.2%
DWP
90
Daymark Wealth Partners
Ohio
$8.41M -$167K -4,543 -2%
Marshall Wace
91
Marshall Wace
United Kingdom
$8.41M +$3.09M +84,079 +59%
OPPS
92
Obsidian Personal Planning Solutions
Maryland
$8.29M +$427K +11,636 +6%
SMC
93
Smith, Moore & Co
Missouri
$8.2M +$1.44M +39,165 +22%
CL
94
CLG LLC
California
$8.09M +$8M +217,657 New
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
$7.71M +$1.76M +47,973 +30%
CWM
96
Challenger Wealth Management
California
$7.67M +$7.58M +206,358 New
SA
97
Sovran Advisors
California
$7.63M +$7.53M +204,951 New
BFG
98
Beacon Financial Group
Texas
$7.52M +$685K +18,639 +10%
CWA
99
Clearview Wealth Advisors
Oregon
$7.38M +$97.6K +2,658 +1%
MHB
100
Midwest Heritage Bank
Iowa
$7.29M +$1.25M +33,894 +21%

CGGR Hedge Fund Activity: Q4 2024 in Review

438 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q4 2024, worth a combined $10.8B — up 101% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new CGGR positions and 11 closed out — a net gain of 91 holders — while 234 added to existing stakes and 72 trimmed.

The largest buyer was LPL Financial, adding an estimated $159M. The largest seller was Goldman Sachs, cutting an estimated $36.4M.

  • 438 institutional investors held Capital Group Growth ETF (CGGR) as of Q4 2024, up from 353 in Q3 2024.
  • Funds reported $10.8B of Capital Group Growth ETF stock for Q4 2024, up 101% quarter-over-quarter.
  • 102 funds opened new Capital Group Growth ETF positions in Q4 2024 and 11 closed out, a net change of +91 holders.
  • The largest Capital Group Growth ETF buyer in Q4 2024 was LPL Financial, an estimated $159M added.
  • The largest Capital Group Growth ETF seller in Q4 2024 was Goldman Sachs, an estimated $36.4M sold.

Based on aggregated 13F filings for Q4 2024.