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Capital Group Growth ETF

201 hedge funds and large institutions have $1.92B invested in Capital Group Growth ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 121 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 10

256% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 34

19% more capital invested

Capital invested by funds: $1.62B → $1.92B (+$308M)

16% more funds holding

Funds holding: 173201 (+28)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

1.66% more ownership

Funds ownership: 69.21%70.86% (+1.7%)

Holders
201
Holders Change
+28
Holders Change %
+16.18%
% of All Funds
3.19%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
40
Increased
121
Reduced
34
Closed
10
Calls
$9K
Puts
Net Calls
+$9K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
101
Stratos Wealth Advisors
Ohio
$1.19M -$143K -5,625 -10%
MWM
102
Meridian Wealth Management
Kentucky
$1.19M +$1.42K +56 +0.1%
Envestnet Portfolio Solutions
103
Envestnet Portfolio Solutions
Illinois
$1.18M +$1.22M +48,047 New
FP
104
Financial Perspectives
Minnesota
$1.15M +$34.4K +1,355 +3%
WP
105
WealthSource Partners
California
$1.07M -$8.86K -349 -0.8%
CWC
106
Carolinas Wealth Consulting
North Carolina
$1.05M +$117K +4,600 +12%
Koshinski Asset Management
107
Koshinski Asset Management
Illinois
$1.04M +$151K +5,939 +16%
BCI
108
Brinker Capital Investments
Pennsylvania
$1.04M +$1.08M +42,479 New
OPS
109
Orion Portfolio Solutions
Nebraska
$1.04M +$1.08M +42,479 New
GWANC
110
Guardian Wealth Advisors (North Carolina)
North Carolina
$997K +$1.03M +40,675 New
CRI
111
Colonial River Investments
Virginia
$995K +$1.03M +40,618 New
RJT
112
Raymond James Trust
Florida
$990K -$6.83K -269 -0.7%
OW
113
Olistico Wealth
Oklahoma
$984K +$114K +4,482 +13%
TWM
114
Tradition Wealth Management
Minnesota
$980K +$127 +5 +0%
PI
115
Parkside Investments
Illinois
$980K +$1.02M +40,000 New
NS
116
NBC Securities
Alabama
$980K +$1.02M +40,022 New
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$966K +$1M +39,426 New
FFS
118
Founders Financial Securities
Maryland
$965K +$146K +5,740 +17%
Renaissance Technologies
119
Renaissance Technologies
New York
$921K +$569K +22,400 +147%
CAM
120
Cozad Asset Management
Illinois
$872K +$187K +7,371 +26%
BFA
121
Beacon Financial Advisory
Ohio
$867K +$102K +4,020 +13%
CWM
122
Cornerstone Wealth Management
Missouri
$823K +$1.52K +60 +0.2%
CA
123
Continuum Advisory
Idaho
$793K +$369K +14,536 +81%
SS
124
Sunbelt Securities
Texas
$755K +$782K +30,824 New
IFG
125
Independent Financial Group
California
$732K +$435K +17,131 +135%