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Capital Group Growth ETF

124 hedge funds and large institutions have $873M invested in Capital Group Growth ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 5

533% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 6

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

92% more capital invested

Capital invested by funds: $454M → $873M (+$419M)

32% more funds holding

Funds holding: 94124 (+30)

4.62% more ownership

Funds ownership: 66.39%71.01% (+4.6%)

Holders
124
Holders Change
+30
Holders Change %
+31.91%
% of All Funds
1.99%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
38
Increased
75
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
101
Founders Financial Securities
Maryland
$253K +$22K +1,083 +9%
CHJWM
102
Carlton Hofferkamp & Jenks Wealth Management
Texas
$249K +$228K +11,189 New
AWM
103
AE Wealth Management
Kansas
$245K +$11.7K +577 +5%
IA
104
IFP Advisors
Florida
$239K +$136K +6,677 +230%
BC
105
Barrett & Company
Rhode Island
$233K
EWA
106
EverSource Wealth Advisors
Alabama
$232K +$51.4K +2,525 +28%
BFA
107
Bill Few Associates
Pennsylvania
$225K +$229K +11,260 New
CIAS
108
CFS Investment Advisory Services
New Jersey
$217K -$3.52M -172,975 -94%
CFGS
109
Concourse Financial Group Securities
Alabama
$215K +$18.4K +903 +9%
BFA
110
Beacon Financial Advisory
Ohio
$208K +$213K +10,448 New
GRP
111
Global Retirement Partners
California
$176K +$7.63K +375 +4%
CF
112
Centaurus Financial
California
$142K +$28.2K +1,387 +24%
DJSG
113
D.J. St. Germain
Massachusetts
$115K +$118K +5,779 New
PTC
114
Private Trust Company
Ohio
$96K +$97.7K +4,800 New
SN
115
Sittner & Nelson
Oregon
$79.8K
USCWA
116
U.S. Capital Wealth Advisors
Texas
$47.7K +$48.6K +2,390 New
CFD
117
Creative Financial Designs
Indiana
$46.8K +$7.06K +347 +17%
MCC
118
Money Concepts Capital
Florida
$34.1K +$34.8K +1,712 New
Morgan Stanley
119
Morgan Stanley
New York
$32K +$32.7K +1,605 New
AF
120
Affiance Financial
Minnesota
$32K +$32.6K +1,603 New
IWP
121
IAG Wealth Partners
Wisconsin
$9.87K +$10.1K +495 New
ME
122
McIlrath & Eck
Washington
$8.41K
Fidelity Investments
123
Fidelity Investments
Massachusetts
$1.14K +$1.16K +57 New
BC
124
Burleson & Co
California
$40
Renaissance Technologies
125
Renaissance Technologies
New York
-$1.1M -56,600 Closed

CGGR Hedge Fund Activity: Q4 2022 in Review

124 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q4 2022, worth a combined $873M — up 92% from $454M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CGGR positions and 6 closed out — a net gain of 32 holders — while 75 added to existing stakes and 5 trimmed.

The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $45.2M. The largest seller was CFS Investment Advisory Services, cutting an estimated $3.52M.

  • 124 institutional investors held Capital Group Growth ETF (CGGR) as of Q4 2022, up from 94 in Q3 2022.
  • Funds reported $873M of Capital Group Growth ETF stock for Q4 2022, up 92% quarter-over-quarter.
  • 38 funds opened new Capital Group Growth ETF positions in Q4 2022 and 6 closed out, a net change of +32 holders.
  • The largest Capital Group Growth ETF buyer in Q4 2022 was Signature Estate & Investment Advisors, an estimated $45.2M added.
  • The largest Capital Group Growth ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $3.52M sold.

Based on aggregated 13F filings for Q4 2022.