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Capital Group Growth ETF

353 hedge funds and large institutions have $5.36B invested in Capital Group Growth ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 220 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 62

242% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 12

22% more capital invested

Capital invested by funds: $4.4B → $5.36B (+$965M)

7% more funds holding

Funds holding: 330353 (+23)

0% more funds holding in top 10

Funds holding in top 10: 3030 (0)

0.38% less ownership

Funds ownership: 71.76%71.38% (-0.38%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $205K

Holders
353
Holders Change
+23
Holders Change %
+6.97%
% of All Funds
5.07%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
41
Increased
220
Reduced
62
Closed
12
Calls
Puts
$205K
Net Calls
-$205K
Net Calls Change
-$264K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
101
EverSource Wealth Advisors
Alabama
$5.4M +$1.83M +55,347 +55%
AI
102
Atria Investments
North Carolina
$4.95M -$354K -10,675 -7%
VF
103
Vawter Financial
Ohio
$4.95M +$80.4K +2,425 +2%
Marshall Wace
104
Marshall Wace
United Kingdom
$4.94M +$4.71M +142,048 New
DIM
105
Delta Investment Management
California
$4.91M -$32.2K -972 -0.7%
FWS
106
FinDec Wealth Services
California
$4.87M +$101K +3,059 +2%
BWA
107
BlueChip Wealth Advisors
Georgia
$4.79M +$152K +4,601 +3%
AssetMark Inc
108
AssetMark Inc
California
$4.71M +$86.3K +2,605 +2%
SAM
109
Smartleaf Asset Management
Massachusetts
$4.54M +$4.34M +130,820 New
TAM
110
Townsend Asset Management
North Carolina
$4.51M +$209K +6,319 +5%
KPWS
111
Kestra Private Wealth Services
Texas
$4.38M +$764K +23,057 +22%
VAS
112
Vestmark Advisory Solutions
Massachusetts
$4.3M +$386K +11,636 +10%
FFS
113
Founders Financial Securities
Maryland
$4.21M +$526K +15,873 +15%
PS
114
Principal Securities
Iowa
$4.2M +$416K +12,543 +12%
CFG
115
Cooper Financial Group
California
$4.12M +$797K +24,034 +25%
SFM
116
Signet Financial Management
New Jersey
$4.08M +$73.7K +2,225 +2%
CAM
117
Cozad Asset Management
Illinois
$4.06M +$631K +19,039 +19%
BFG
118
Bleakley Financial Group
New Jersey
$3.89M +$228K +6,894 +7%
IFG
119
Independent Financial Group
California
$3.89M +$269K +8,116 +8%
CA
120
Calton & Associates
Florida
$3.86M +$270K +8,159 +8%
DJSG
121
D.J. St. Germain
Massachusetts
$3.85M +$594K +17,915 +19%
DWP
122
Destiny Wealth Partners
Florida
$3.81M +$91.5K +2,761 +3%
CRI
123
Colonial River Investments
Virginia
$3.79M +$108K +3,246 +3%
OC
124
Oppenheimer & Co
New York
$3.73M +$2.39M +72,154 +205%
CCFM
125
Clear Creek Financial Management
Washington
$3.72M +$349K +10,528 +11%

CGGR Hedge Fund Activity: Q3 2024 in Review

353 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q3 2024, worth a combined $5.36B — up 22% from $4.4B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CGGR positions and 12 closed out — a net gain of 29 holders — while 220 added to existing stakes and 62 trimmed.

The largest buyer was LPL Financial, adding an estimated $81.4M. The largest seller was Jane Street, cutting an estimated $13.1M.

  • 353 institutional investors held Capital Group Growth ETF (CGGR) as of Q3 2024, up from 330 in Q2 2024.
  • Funds reported $5.36B of Capital Group Growth ETF stock for Q3 2024, up 22% quarter-over-quarter.
  • 41 funds opened new Capital Group Growth ETF positions in Q3 2024 and 12 closed out, a net change of +29 holders.
  • The largest Capital Group Growth ETF buyer in Q3 2024 was LPL Financial, an estimated $81.4M added.
  • The largest Capital Group Growth ETF seller in Q3 2024 was Jane Street, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2024.