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Capital Group Growth ETF

144 hedge funds and large institutions have $1.12B invested in Capital Group Growth ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more call options, than puts

Call options by funds: $22K | Put options by funds: $4K

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

273% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 22

28% more capital invested

Capital invested by funds: $873M → $1.12B (+$247M)

16% more funds holding

Funds holding: 124144 (+20)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

5.26% less ownership

Funds ownership: 71.01%65.75% (-5.3%)

Holders
144
Holders Change
+20
Holders Change %
+16.13%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
29
Increased
82
Reduced
22
Closed
6
Calls
$22K
Puts
$4K
Net Calls
+$18K
Net Calls Change
+$18K
Name Holding Trade Value Shares
Change
Change in
Stake
WS
101
Wedbush Securities
California
$494K
SWMG
102
Signature Wealth Management Group
Georgia
$490K -$12.4K -573 -3%
MA
103
Mutual Advisors
Nebraska
$488K -$28.6K -1,316 -6%
WI
104
Wintrust Investments
Illinois
$477K +$56.1K +2,583 +14%
Capital International Investors
105
Capital International Investors
California
$449K -$434K -20,000 -50%
SWM
106
Silverlake Wealth Management
Vermont
$443K +$2.48K +114 +0.6%
RCAG
107
Rehmann Capital Advisory Group
Michigan
$438K
1WA
108
180 Wealth Advisors
Washington
$432K +$40.8K +1,878 +11%
WIP
109
WealthCare Investment Partners
Rhode Island
$428K +$414K +19,067 New
PCIA
110
Prime Capital Investment Advisors
Kansas
$413K +$400K +18,400 New
LC
111
Lincoln Capital
Nebraska
$413K +$64.6K +2,973 +19%
BMWM
112
Brown Miller Wealth Management
Virginia
$379K -$222K -10,223 -38%
Citadel Advisors
113
Citadel Advisors
Florida
$371K +$359K +16,512 New
AF
114
Advisornet Financial
Minnesota
$361K
RJT
115
Raymond James Trust
Florida
$359K
WWP
116
WR Wealth Planners
Missouri
$357K +$19.8K +911 +6%
PFS
117
Prospera Financial Services
Texas
$349K
SCM
118
SOL Capital Management
Maryland
$329K +$318K +14,630 New
CFGS
119
Concourse Financial Group Securities
Alabama
$327K +$82.3K +3,789 +35%
FMN
120
Financial Management Network
California
$322K +$21.2K +977 +7%
CIAS
121
CFS Investment Advisory Services
New Jersey
$315K +$68.3K +3,147 +29%
Renaissance Technologies
122
Renaissance Technologies
New York
$312K +$302K +13,900 New
AWM
123
AE Wealth Management
Kansas
$269K -$6.06K -279 -2%
CHJWM
124
Carlton Hofferkamp & Jenks Wealth Management
Texas
$264K +$9.68K +446 +4%
EWA
125
EverSource Wealth Advisors
Alabama
$262K +$565 +26 +0.2%

CGGR Hedge Fund Activity: Q1 2023 in Review

144 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q1 2023, worth a combined $1.12B — up 28% from $873M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CGGR positions and 6 closed out — a net gain of 23 holders — while 82 added to existing stakes and 22 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $33.8M. The largest seller was Royal Bank of Canada, cutting an estimated $12.4M.

  • 144 institutional investors held Capital Group Growth ETF (CGGR) as of Q1 2023, up from 124 in Q4 2022.
  • Funds reported $1.12B of Capital Group Growth ETF stock for Q1 2023, up 28% quarter-over-quarter.
  • 29 funds opened new Capital Group Growth ETF positions in Q1 2023 and 6 closed out, a net change of +23 holders.
  • The largest Capital Group Growth ETF buyer in Q1 2023 was Capital Group Private Client Services, an estimated $33.8M added.
  • The largest Capital Group Growth ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2023.