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Capital Group Growth ETF

144 hedge funds and large institutions have $1.12B invested in Capital Group Growth ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more call options, than puts

Call options by funds: $22K | Put options by funds: $4K

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

273% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 22

28% more capital invested

Capital invested by funds: $873M → $1.12B (+$247M)

16% more funds holding

Funds holding: 124144 (+20)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

5.26% less ownership

Funds ownership: 71.01%65.75% (-5.3%)

Holders
144
Holders Change
+20
Holders Change %
+16.13%
% of All Funds
2.29%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
29
Increased
82
Reduced
22
Closed
6
Calls
$22K
Puts
$4K
Net Calls
+$18K
Net Calls Change
+$18K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
126
Bill Few Associates
Pennsylvania
$253K
BC
127
Barrett & Company
Rhode Island
$249K -$13.2K -609 -5%
Morgan Stanley
128
Morgan Stanley
New York
$224K +$181K +8,352 +520%
HGERS
129
Householder Group Estate & Retirement Specialist
Arizona
$222K +$215K +9,900 New
HighTower Advisors
130
HighTower Advisors
Illinois
$216K +$208K +9,572 New
IA
131
IFP Advisors
Florida
$187K -$43K -1,982 -21%
PTC
132
Private Trust Company
Ohio
$186K +$76K +3,500 +73%
CF
133
Centaurus Financial
California
$160K
CC
134
Cypress Capital
Tennessee
$158K +$153K +7,056 New
MA
135
MCF Advisors
Kentucky
$130K +$126K +5,800 New
CAL
136
Capital Analysts LLC
Pennsylvania
$117K -$3.74M -172,295 -97%
SN
137
Sittner & Nelson
Oregon
$89.8K
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$60.7K +$9.12M +419,915 +18%
GWSG
139
GPS Wealth Strategies Group
Colorado
$53.3K +$51.6K +2,375 New
CFD
140
Creative Financial Designs
Indiana
$52.7K
IWP
141
IAG Wealth Partners
Wisconsin
$11.1K
WAS
142
Winch Advisory Services
Wisconsin
$10K +$9.97K +459 New
ME
143
McIlrath & Eck
Washington
$9.48K
HT
144
Headlands Technologies
Illinois
$1.64K +$1.58K +73 New
OC
145
Oppenheimer & Co
New York
-$865K -43,397 Closed
Bank of New York Mellon
146
Bank of New York Mellon
New York
-$270K -13,565 Closed
USCWA
147
U.S. Capital Wealth Advisors
Texas
-$47.7K -2,390 Closed
MCC
148
Money Concepts Capital
Florida
-$34.1K -1,712 Closed
AF
149
Affiance Financial
Minnesota
-$32K -1,603 Closed
Fidelity Investments
150
Fidelity Investments
Massachusetts
-$1.14K -57 Closed

CGGR Hedge Fund Activity: Q1 2023 in Review

144 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q1 2023, worth a combined $1.12B — up 28% from $873M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CGGR positions and 6 closed out — a net gain of 23 holders — while 82 added to existing stakes and 22 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $33.8M. The largest seller was Royal Bank of Canada, cutting an estimated $12.4M.

  • 144 institutional investors held Capital Group Growth ETF (CGGR) as of Q1 2023, up from 124 in Q4 2022.
  • Funds reported $1.12B of Capital Group Growth ETF stock for Q1 2023, up 28% quarter-over-quarter.
  • 29 funds opened new Capital Group Growth ETF positions in Q1 2023 and 6 closed out, a net change of +23 holders.
  • The largest Capital Group Growth ETF buyer in Q1 2023 was Capital Group Private Client Services, an estimated $33.8M added.
  • The largest Capital Group Growth ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2023.