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Capital Group Growth ETF

451 hedge funds and large institutions have $7.28B invested in Capital Group Growth ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 289 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 82

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

6% more funds holding in top 10

Funds holding in top 10: 5154 (+3)

3% more funds holding

Funds holding: 438451 (+13)

0.55% more ownership

Funds ownership: 72.95%73.49% (+0.55%)

33% less capital invested

Capital invested by funds: $10.8B → $7.28B (-$3.52B)

Holders
451
Holders Change
+13
Holders Change %
+2.97%
% of All Funds
6.05%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
0.72%
New
41
Increased
289
Reduced
82
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
101
CLG LLC
California
$7.87M +$457K +12,222 +6%
OPPS
102
Obsidian Personal Planning Solutions
Maryland
$7.69M +$368K +9,842 +5%
VA
103
VestGen Advisors
Illinois
$7.52M +$8.22M +219,669 New
ASN
104
Advisory Services Network
Georgia
$7.41M -$11.1M -296,476 -58%
WC
105
Weil Company
California
$7.37M +$2.84M +75,985 +55%
RHP
106
Royal Harbor Partners
Texas
$7.37M -$7.73M -206,723 -49%
FFS
107
Founders Financial Securities
Maryland
$7.37M +$3.17M +84,807 +67%
William Blair & Company
108
William Blair & Company
Illinois
$7.36M +$972K +25,979 +14%
EWA
109
EverSource Wealth Advisors
Alabama
$7.12M +$1.61M +42,998 +26%
CRI
110
Colonial River Investments
Virginia
$7M +$3.58M +95,564 +88%
EWA
111
EQ Wealth Advisors
Texas
$6.99M +$1.8M +48,067 +31%
GPW
112
Genesis Private Wealth
Virginia
$6.97M +$377K +10,068 +5%
AFA
113
AA Financial Advisors
Ohio
$6.73M +$289K +7,727 +4%
BFG
114
Beacon Financial Group
Texas
$6.6M -$354K -9,467 -5%
B
115
BetterWealth
California
$6.4M +$619K +16,531 +10%
MIAS
116
Mason Investment Advisory Services
Virginia
$6.37M +$1.37M +36,675 +25%
CWA
117
Clearview Wealth Advisors
Oregon
$6.34M -$505K -13,492 -7%
BB
118
Burford Brothers
Texas
$6.33M +$204K +5,448 +3%
FFA
119
Farther Finance Advisors
California
$6.26M +$3.73M +99,708 +122%
EH
120
Equitable Holdings
New York
$5.98M +$3.77M +100,742 +137%
STA
121
Smith Thornton Advisors
Alabama
$5.97M +$3.73M +99,725 +134%
GLA
122
Good Life Advisors
Pennsylvania
$5.8M -$146K -3,907 -2%
MA
123
Mutual Advisors
Nebraska
$5.77M +$3.75M +100,174 +152%
FHA
124
Flagship Harbor Advisors
Massachusetts
$5.67M +$896K +23,948 +17%
SAM
125
Smartleaf Asset Management
Massachusetts
$5.54M +$570K +15,227 +10%

CGGR Hedge Fund Activity: Q1 2025 in Review

451 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q1 2025, worth a combined $7.28B — down 33% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CGGR positions and 19 closed out — a net gain of 22 holders — while 289 added to existing stakes and 82 trimmed.

The largest buyer was LPL Financial, adding an estimated $227M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $45.8M sold.

  • 451 institutional investors held Capital Group Growth ETF (CGGR) as of Q1 2025, up from 438 in Q4 2024.
  • Funds reported $7.28B of Capital Group Growth ETF stock for Q1 2025, down 33% quarter-over-quarter.
  • 41 funds opened new Capital Group Growth ETF positions in Q1 2025 and 19 closed out, a net change of +22 holders.
  • The largest Capital Group Growth ETF buyer in Q1 2025 was LPL Financial, an estimated $227M added.
  • The largest Capital Group Growth ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $45.8M sold.

Based on aggregated 13F filings for Q1 2025.