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Capital Group Growth ETF

264 hedge funds and large institutions have $2.73B invested in Capital Group Growth ETF in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 150 increasing their positions, 35 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,133% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 3

450% more call options, than puts

Call options by funds: $11K | Put options by funds: $2K

329% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 35

64% more funds holding in top 10

Funds holding in top 10: 1423 (+9)

42% more capital invested

Capital invested by funds: $1.92B → $2.73B (+$807M)

31% more funds holding

Funds holding: 201264 (+63)

0.48% more ownership

Funds ownership: 70.86%71.35% (+0.48%)

Holders
264
Holders Change
+63
Holders Change %
+31.34%
% of All Funds
3.85%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.34%
New
67
Increased
150
Reduced
35
Closed
3
Calls
$11K
Puts
$2K
Net Calls
+$9K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
101
Cedar Brook Financial Partners
Ohio
$2.27M +$148K +5,713 +8%
PI
102
Parkside Investments
Illinois
$2.26M +$1.03M +40,000 +100%
HAS
103
HBW Advisory Services
California
$2.25M +$22.3K +863 +1%
VAS
104
Vestmark Advisory Solutions
Massachusetts
$2.24M +$510K +19,738 +33%
DJSG
105
D.J. St. Germain
Massachusetts
$2.12M +$82.6K +3,195 +4%
CTC
106
Central Trust Company
Missouri
$2.11M +$337K +13,025 +21%
LF
107
Lantz Financial
Illinois
$2.1M +$107K +4,135 +6%
CA
108
CapWealth Advisors
Tennessee
$2.09M -$8.46K -327 -0.4%
WAM
109
WNY Asset Management
New York
$2.02M +$1.57M +60,654 +556%
SMC
110
Smith, Moore & Co
Missouri
$1.95M +$1.07M +41,255 +149%
EWA
111
Exencial Wealth Advisors
Oklahoma
$1.94M +$39.7K +1,536 +2%
PSCM
112
Per Stirling Capital Management
Texas
$1.93M +$1.77M +68,306 New
OL
113
Owen LaRue
Kentucky
$1.85M +$1.69M +65,490 New
CFA
114
CWS Financial Advisors
Michigan
$1.84M +$44.8K +1,732 +3%
CP
115
Capital Planning
Washington
$1.83M +$127K +4,907 +8%
FFS
116
Founders Financial Securities
Maryland
$1.7M +$540K +20,905 +53%
SWA
117
Stratos Wealth Advisors
Ohio
$1.7M +$299K +11,571 +24%
Envestnet Portfolio Solutions
118
Envestnet Portfolio Solutions
Illinois
$1.63M +$249K +9,647 +20%
WF
119
Wayfinding Financial
Washington
$1.63M -$57.3K -2,217 -4%
SPC
120
Sigma Planning Corp
Michigan
$1.57M -$628K -24,290 -30%
CAM
121
Cozad Asset Management
Illinois
$1.55M +$496K +19,179 +54%
IFG
122
Independent Financial Group
California
$1.51M +$609K +23,571 +79%
KPWS
123
Kestra Private Wealth Services
Texas
$1.46M +$802K +31,034 +150%
AFM
124
Armstrong Fleming & Moore
District of Columbia
$1.44M +$26 +1 +0%
OW
125
Olistico Wealth
Oklahoma
$1.41M +$253K +9,802 +24%

CGGR Hedge Fund Activity: Q4 2023 in Review

264 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q4 2023, worth a combined $2.73B — up 42% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new CGGR positions and 3 closed out — a net gain of 64 holders — while 150 added to existing stakes and 35 trimmed.

The largest buyer was Bank of America, adding an estimated $72.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $10.9M sold.

  • 264 institutional investors held Capital Group Growth ETF (CGGR) as of Q4 2023, up from 201 in Q3 2023.
  • Funds reported $2.73B of Capital Group Growth ETF stock for Q4 2023, up 42% quarter-over-quarter.
  • 67 funds opened new Capital Group Growth ETF positions in Q4 2023 and 3 closed out, a net change of +64 holders.
  • The largest Capital Group Growth ETF buyer in Q4 2023 was Bank of America, an estimated $72.3M added.
  • The largest Capital Group Growth ETF seller in Q4 2023 was Susquehanna International Group, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2023.