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Capital Group Growth ETF

451 hedge funds and large institutions have $7.28B invested in Capital Group Growth ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 289 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 82

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

6% more funds holding in top 10

Funds holding in top 10: 5154 (+3)

3% more funds holding

Funds holding: 438451 (+13)

0.55% more ownership

Funds ownership: 72.95%73.49% (+0.55%)

33% less capital invested

Capital invested by funds: $10.8B → $7.28B (-$3.52B)

Holders
451
Holders Change
+13
Holders Change %
+2.97%
% of All Funds
6.05%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
0.72%
New
41
Increased
289
Reduced
82
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
76
LongView Wealth Management
Georgia
$10.7M +$561K +14,996 +5%
DWP
77
Daymark Wealth Partners
Ohio
$10.6M +$3.16M +84,563 +37%
SPIA
78
Steward Partners Investment Advisory
New York
$10.6M +$1.16M +30,927 +11%
BFC
79
Bedel Financial Consulting
Indiana
$10M +$86.6K +2,315 +0.8%
SB
80
Strategic Blueprint
Georgia
$9.85M +$7.23M +193,153 +205%
SA
81
Sovran Advisors
California
$9.8M +$3.62M +96,720 +47%
CIA
82
Concurrent Investment Advisors
Florida
$9.77M +$6.22M +166,329 +140%
HTWM
83
Hartmann Taylor Wealth Management
Texas
$9.65M +$10.5M +281,622 New
AL
84
ACAS LLC
California
$9.58M +$975K +26,064 +11%
CSP
85
Cary Street Partners
Virginia
$9.48M -$1.66M -44,240 -14%
SFWC
86
Strategic Family Wealth Counselors
New Jersey
$9.42M +$199K +5,318 +2%
CWA
87
Centerline Wealth Advisors
Kentucky
$9.38M -$764K -20,410 -7%
WIP
88
WealthCare Investment Partners
Rhode Island
$9.2M +$9.73M +259,976 +852%
BAM
89
Bellevue Asset Management
Washington
$9M +$1.27M +33,973 +15%
HighTower Advisors
90
HighTower Advisors
Illinois
$8.92M -$400K -10,678 -4%
AIA
91
Armor Investment Advisors
North Carolina
$8.86M +$4.71K +126 +0%
PSCM
92
Per Stirling Capital Management
Texas
$8.81M -$86.6K -2,315 -0.9%
AWM
93
Axxcess Wealth Management
California
$8.6M +$2.15M +57,506 +30%
BA
94
Ballew Advisors
Mississippi
$8.53M +$582K +15,545 +6%
IFPL
95
Investments & Financial Planning LLC
Kentucky
$8.52M +$303K +8,104 +3%
BCA
96
Bay Colony Advisors
Massachusetts
$8.44M +$154K +4,120 +2%
Envestnet Portfolio Solutions
97
Envestnet Portfolio Solutions
Illinois
$8.33M +$1.34M +35,786 +17%
IAG
98
Investmark Advisory Group
Connecticut
$8.22M +$166K +4,445 +2%
SMC
99
Smith, Moore & Co
Missouri
$8.21M +$724K +19,351 +9%
MHB
100
Midwest Heritage Bank
Iowa
$8.11M +$1.52M +40,693 +21%

CGGR Hedge Fund Activity: Q1 2025 in Review

451 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q1 2025, worth a combined $7.28B — down 33% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CGGR positions and 19 closed out — a net gain of 22 holders — while 289 added to existing stakes and 82 trimmed.

The largest buyer was LPL Financial, adding an estimated $227M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $45.8M sold.

  • 451 institutional investors held Capital Group Growth ETF (CGGR) as of Q1 2025, up from 438 in Q4 2024.
  • Funds reported $7.28B of Capital Group Growth ETF stock for Q1 2025, down 33% quarter-over-quarter.
  • 41 funds opened new Capital Group Growth ETF positions in Q1 2025 and 19 closed out, a net change of +22 holders.
  • The largest Capital Group Growth ETF buyer in Q1 2025 was LPL Financial, an estimated $227M added.
  • The largest Capital Group Growth ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $45.8M sold.

Based on aggregated 13F filings for Q1 2025.