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Capital Group Growth ETF

173 hedge funds and large institutions have $1.62B invested in Capital Group Growth ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

267% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 27

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

44% more capital invested

Capital invested by funds: $1.12B → $1.62B (+$497M)

20% more funds holding

Funds holding: 144173 (+29)

3.46% more ownership

Funds ownership: 65.75%69.21% (+3.5%)

Holders
173
Holders Change
+29
Holders Change %
+20.14%
% of All Funds
2.72%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.2%
New
38
Increased
99
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
126
Prospera Financial Services
Texas
$493K +$93.9K +4,030 +26%
RCAG
127
Rehmann Capital Advisory Group
Michigan
$492K
PCIA
128
Prime Capital Investment Advisors
Kansas
$489K +$23.3K +1,000 +5%
SCM
129
SOL Capital Management
Maryland
$487K +$109K +4,668 +32%
MSAM
130
Moloney Securities Asset Management
Missouri
$482K +$445K +19,097 New
WIP
131
WealthCare Investment Partners
Rhode Island
$466K -$16.1K -690 -4%
CA
132
Continuum Advisory
Idaho
$450K +$416K +17,844 New
BMWM
133
Brown Miller Wealth Management
Virginia
$425K
ATPW
134
Ashton Thomas Private Wealth
Arizona
$396K +$365K +15,684 New
FMN
135
Financial Management Network
California
$392K +$24.8K +1,063 +7%
Renaissance Technologies
136
Renaissance Technologies
New York
$383K +$30.3K +1,300 +9%
CFGS
137
Concourse Financial Group Securities
Alabama
$372K +$3.4K +146 +1%
CIAS
138
CFS Investment Advisory Services
New Jersey
$360K +$6.17K +265 +2%
BAM
139
Belpointe Asset Management
Nevada
$349K -$252K -10,825 -44%
AWM
140
AE Wealth Management
Kansas
$333K +$27.7K +1,191 +10%
LWM
141
Lodestone Wealth Management
Washington
$330K +$304K +13,070 New
IFG
142
Independent Financial Group
California
$321K +$296K +12,729 New
PTC
143
Private Trust Company
Ohio
$318K +$100K +4,296 +52%
AA
144
Advisory Alpha
Michigan
$318K +$293K +12,587 New
BFA
145
Bill Few Associates
Pennsylvania
$317K +$30.3K +1,300 +12%
CHJWM
146
Carlton Hofferkamp & Jenks Wealth Management
Texas
$313K +$14K +599 +5%
WAM
147
WealthTrust Asset Management
Florida
$300K +$277K +11,909 New
SHFP
148
Second Half Financial Partners
Florida
$295K +$272K +11,697 New
EWA
149
EverSource Wealth Advisors
Alabama
$287K -$6.29K -270 -2%
Morgan Stanley
150
Morgan Stanley
New York
$277K +$24.1K +1,035 +10%

CGGR Hedge Fund Activity: Q2 2023 in Review

173 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q2 2023, worth a combined $1.62B — up 44% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CGGR positions and 7 closed out — a net gain of 31 holders — while 99 added to existing stakes and 27 trimmed.

The largest buyer was Jane Street, adding an estimated $37.3M. The largest seller was Advisory Services Network, cutting an estimated $2.59M.

  • 173 institutional investors held Capital Group Growth ETF (CGGR) as of Q2 2023, up from 144 in Q1 2023.
  • Funds reported $1.62B of Capital Group Growth ETF stock for Q2 2023, up 44% quarter-over-quarter.
  • 38 funds opened new Capital Group Growth ETF positions in Q2 2023 and 7 closed out, a net change of +31 holders.
  • The largest Capital Group Growth ETF buyer in Q2 2023 was Jane Street, an estimated $37.3M added.
  • The largest Capital Group Growth ETF seller in Q2 2023 was Advisory Services Network, an estimated $2.59M sold.

Based on aggregated 13F filings for Q2 2023.