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Capital Group Growth ETF

608 hedge funds and large institutions have $14.4B invested in Capital Group Growth ETF in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 352 increasing their positions, 107 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

524% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 17

229% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 107

29% more funds holding in top 10

Funds holding in top 10: 7293 (+21)

18% more capital invested

Capital invested by funds: $12.2B → $14.4B (+$2.15B)

16% more funds holding

Funds holding: 526608 (+82)

1.3% more ownership

Funds ownership: 74.79%76.09% (+1.3%)

Holders
608
Holders Change
+82
Holders Change %
+15.59%
% of All Funds
7.4%
Holding in Top 10
93
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+29.17%
% of All Funds
1.13%
New
106
Increased
352
Reduced
107
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
101
Capital Analysts LLC
Pennsylvania
$13.7M +$1M +22,709 +8%
SI
102
Stephens Inc
Arkansas
$13.6M +$846K +19,150 +7%
SLP
103
Storen Legacy Partners
Indiana
$13.6M +$13.5M +305,016 New
BFG
104
Beacon Financial Group
Texas
$13.4M +$79.2K +1,793 +0.6%
EWA
105
EverSource Wealth Advisors
Alabama
$13.3M +$1.23M +27,815 +10%
FFS
106
Founders Financial Securities
Maryland
$13.3M +$2.35M +53,305 +22%
BA
107
Ballew Advisors
Mississippi
$13.3M -$5.17K -117 -0%
WIP
108
WealthCare Investment Partners
Rhode Island
$13M +$703K +15,911 +6%
MIAS
109
Mason Investment Advisory Services
Virginia
$12.6M +$1.21M +27,341 +11%
CRI
110
Colonial River Investments
Virginia
$12.6M +$793K +17,970 +7%
BFC
111
Bedel Financial Consulting
Indiana
$12.5M -$246K -5,564 -2%
BCA
112
Bay Colony Advisors
Massachusetts
$12.4M +$632K +14,314 +5%
SFWC
113
Strategic Family Wealth Counselors
New Jersey
$12.3M +$66.4K +1,503 +0.5%
MHB
114
Midwest Heritage Bank
Iowa
$12.3M -$338K -7,666 -3%
ASN
115
Advisory Services Network
Georgia
$12.2M -$414K -9,373 -3%
OC
116
Oppenheimer & Co
New York
$12.2M +$4.5M +102,021 +59%
Ameriprise
117
Ameriprise
Minnesota
$11.9M +$10.3M +232,681 +655%
Natixis Advisors
118
Natixis Advisors
Massachusetts
$11.9M +$4.26M +96,380 +56%
LWM
119
LongView Wealth Management
Georgia
$11.8M +$843K +19,084 +8%
Mariner
120
Mariner
Kansas
$11.5M +$1.31M +29,686 +13%
AIA
121
Armor Investment Advisors
North Carolina
$11.3M -$435K -9,845 -4%
SA
122
Sovran Advisors
California
$11.2M -$318K -7,200 -3%
IFPL
123
Investments & Financial Planning LLC
Kentucky
$11.1M -$669K -15,154 -6%
AWM
124
Apollon Wealth Management
South Carolina
$10.9M +$1.5M +33,933 +16%
EWA
125
EQ Wealth Advisors
Texas
$10.8M +$188K +4,256 +2%