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Capital Group Growth ETF

438 hedge funds and large institutions have $10.8B invested in Capital Group Growth ETF in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 234 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

827% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 11

225% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 72

101% more capital invested

Capital invested by funds: $5.36B → $10.8B (+$5.43B)

70% more funds holding in top 10

Funds holding in top 10: 3051 (+21)

24% more funds holding

Funds holding: 353438 (+85)

1.57% more ownership

Funds ownership: 71.38%72.95% (+1.6%)

Holders
438
Holders Change
+85
Holders Change %
+24.08%
% of All Funds
5.77%
Holding in Top 10
51
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+70%
% of All Funds
0.67%
New
102
Increased
234
Reduced
72
Closed
11
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$212K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Axxcess Wealth Management
California
$7.19M +$288K +7,835 +4%
GPW
102
Genesis Private Wealth
Virginia
$7.19M +$7.11M +193,421 New
MOS
103
MGO One Seven
Ohio
$7.04M +$551K +14,999 +9%
AFA
104
AA Financial Advisors
Ohio
$7.02M -$51.1K -1,392 -0.7%
BAG
105
Bridgewealth Advisory Group
California
$7.02M +$308K +8,393 +5%
William Blair & Company
106
William Blair & Company
Illinois
$7.02M +$828K +22,537 +14%
BB
107
Burford Brothers
Texas
$6.67M +$387K +10,535 +6%
GLA
108
Good Life Advisors
Pennsylvania
$6.44M -$4.71M -128,086 -43%
B
109
BetterWealth
California
$6.33M +$6.26M +170,353 New
EWA
110
EverSource Wealth Advisors
Alabama
$6.12M +$346K +9,412 +6%
FLPIM
111
F.L. Putnam Investment Management
Massachusetts
$6M -$845 -23 -0%
EWA
112
EQ Wealth Advisors
Texas
$5.8M +$5.73M +156,071 New
LSL
113
Legacy Solutions LLC
Pennsylvania
$5.79M +$5.72M +155,668 New
MIAS
114
Mason Investment Advisory Services
Virginia
$5.55M +$3.9M +106,287 +247%
VF
115
Vawter Financial
Ohio
$5.55M +$259K +7,052 +5%
SAM
116
Smartleaf Asset Management
Massachusetts
$5.48M +$572K +15,564 +12%
5W
117
5T Wealth
California
$5.47M +$5.41M +147,204 New
BCM
118
Brookstone Capital Management
Illinois
$5.38M +$3.01M +81,852 +130%
KPWS
119
Kestra Private Wealth Services
Texas
$5.3M +$610K +16,611 +13%
FHA
120
Flagship Harbor Advisors
Massachusetts
$5.26M +$5.2M +141,504 New
AssetMark Inc
121
AssetMark Inc
California
$5.23M +$191K +5,208 +4%
PS
122
Principal Securities
Iowa
$5.22M +$723K +19,681 +16%
BWA
123
BlueChip Wealth Advisors
Georgia
$5.2M +$81.3K +2,213 +2%
DIM
124
Delta Investment Management
California
$5.19M -$56.9K -1,549 -1%
WC
125
Weil Company
California
$5.18M +$5.12M +139,321 New

CGGR Hedge Fund Activity: Q4 2024 in Review

438 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q4 2024, worth a combined $10.8B — up 101% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new CGGR positions and 11 closed out — a net gain of 91 holders — while 234 added to existing stakes and 72 trimmed.

The largest buyer was LPL Financial, adding an estimated $159M. The largest seller was Goldman Sachs, cutting an estimated $36.4M.

  • 438 institutional investors held Capital Group Growth ETF (CGGR) as of Q4 2024, up from 353 in Q3 2024.
  • Funds reported $10.8B of Capital Group Growth ETF stock for Q4 2024, up 101% quarter-over-quarter.
  • 102 funds opened new Capital Group Growth ETF positions in Q4 2024 and 11 closed out, a net change of +91 holders.
  • The largest Capital Group Growth ETF buyer in Q4 2024 was LPL Financial, an estimated $159M added.
  • The largest Capital Group Growth ETF seller in Q4 2024 was Goldman Sachs, an estimated $36.4M sold.

Based on aggregated 13F filings for Q4 2024.