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Capital Group Growth ETF

608 hedge funds and large institutions have $14.4B invested in Capital Group Growth ETF in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 352 increasing their positions, 107 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

524% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 17

229% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 107

29% more funds holding in top 10

Funds holding in top 10: 7293 (+21)

18% more capital invested

Capital invested by funds: $12.2B → $14.4B (+$2.15B)

16% more funds holding

Funds holding: 526608 (+82)

1.3% more ownership

Funds ownership: 74.79%76.09% (+1.3%)

Holders
608
Holders Change
+82
Holders Change %
+15.59%
% of All Funds
7.4%
Holding in Top 10
93
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+29.17%
% of All Funds
1.13%
New
106
Increased
352
Reduced
107
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
76
Davenport & Co
Virginia
$20.7M +$919K +20,806 +5%
FC
77
Financial Council
Maryland
$20.4M +$1.07M +24,166 +6%
SB
78
Strategic Blueprint
Georgia
$20.2M +$1.07M +24,314 +6%
IA
79
IFP Advisors
Florida
$19.7M +$180K +4,083 +0.9%
CWM
80
Challenger Wealth Management
California
$19.7M +$481K +10,901 +3%
AWM
81
Axxcess Wealth Management
California
$19.6M +$3.27M +74,174 +20%
AFA
82
Alpha Financial Advisors
North Carolina
$19.2M +$247K +5,588 +1%
MA
83
Mutual Advisors
Nebraska
$18.4M +$869K +19,680 +5%
MWM
84
Mission Wealth Management
California
$18.4M +$227K +5,148 +1%
HTWM
85
Hartmann Taylor Wealth Management
Texas
$17.8M +$931K +21,076 +6%
KCP
86
Kera Capital Partners
California
$17.8M -$483K -10,945 -3%
William Blair & Company
87
William Blair & Company
Illinois
$17.7M +$4.96M +112,418 +39%
EWA
88
Exencial Wealth Advisors
Oklahoma
$17.7M -$238K -5,384 -1%
MLRA
89
Main Line Retirement Advisors
Montana
$17M -$2.52M -57,116 -13%
SPIA
90
Steward Partners Investment Advisory
New York
$16.8M +$3.13M +70,792 +23%
AFA
91
AA Financial Advisors
Ohio
$16.7M +$7.46M +168,917 +82%
MBC
92
Michael Brady & Co
Ohio
$16.4M +$16.3M +369,494 New
SFA
93
Souders Financial Advisors
Ohio
$15.8M +$294K +6,663 +2%
DWP
94
Daymark Wealth Partners
Ohio
$15.8M +$1.64M +37,134 +12%
SFGP
95
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$15.7M +$761K +17,230 +5%
CL
96
CLG LLC
California
$15.4M +$4.02M +91,033 +36%
IAS
97
Integrity Advisory Solutions
Texas
$15M +$638K +14,455 +4%
FS
98
Ferguson Shapiro
Georgia
$14.6M -$607K -13,750 -4%
GWA
99
Gutierrez Wealth Advisory
Arkansas
$14.2M -$348K -7,879 -2%
SMC
100
Smith, Moore & Co
Missouri
$13.9M +$2.14M +48,551 +18%