We are live on ! Find out more
CGGR icon

Capital Group Growth ETF

201 hedge funds and large institutions have $1.92B invested in Capital Group Growth ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 121 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 10

256% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 34

19% more capital invested

Capital invested by funds: $1.62B → $1.92B (+$308M)

16% more funds holding

Funds holding: 173201 (+28)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

1.66% more ownership

Funds ownership: 69.21%70.86% (+1.7%)

Holders
201
Holders Change
+28
Holders Change %
+16.18%
% of All Funds
3.19%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
40
Increased
121
Reduced
34
Closed
10
Calls
$9K
Puts
Net Calls
+$9K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
126
Barrett & Company
Rhode Island
$725K +$169K +6,654 +29%
SWP
127
Semus Wealth Partners
Florida
$717K +$743K +29,277 New
PFA
128
Professional Financial Advisors
Nebraska
$713K +$8.78K +346 +1%
PWW
129
Pettyjohn Wood & White
Virginia
$706K
SMC
130
Smith, Moore & Co
Missouri
$680K +$450K +17,723 +177%
SWM
131
Spire Wealth Management
Virginia
$659K +$108K +4,267 +19%
WWP
132
WR Wealth Planners
Missouri
$644K +$154K +6,073 +30%
DADC
133
D.A. Davidson & Co
Montana
$642K +$42.4K +1,669 +7%
AF
134
Advisornet Financial
Minnesota
$632K +$65K +2,559 +11%
ATPW
135
Ashton Thomas Private Wealth
Arizona
$614K +$238K +9,371 +60%
Marshall Wace
136
Marshall Wace
United Kingdom
$595K +$616K +24,273 New
SWM
137
Silverlake Wealth Management
Vermont
$528K +$3.71K +146 +0.7%
PCIA
138
Prime Capital Investment Advisors
Kansas
$528K +$54.5K +2,148 +11%
KPWS
139
Kestra Private Wealth Services
Texas
$509K +$527K +20,756 New
AFAS
140
Acorn Financial Advisory Services
Virginia
$507K -$18.2K -718 -3%
Capital International Investors
141
Capital International Investors
California
$506K -$1.34K -53 -0.3%
LC
142
Lincoln Capital
Nebraska
$504K +$17.7K +699 +4%
EWA
143
EverSource Wealth Advisors
Alabama
$497K +$226K +8,913 +78%
MSAM
144
Moloney Securities Asset Management
Missouri
$489K +$21.8K +858 +4%
1WA
145
180 Wealth Advisors
Washington
$483K -$2.26K -89 -0.4%
SCM
146
SOL Capital Management
Maryland
$480K +$7.36K +290 +2%
RCAG
147
Rehmann Capital Advisory Group
Michigan
$478K +$203 +8 +0%
Jones Financial Companies
148
Jones Financial Companies
Missouri
$475K +$492K +19,376 New
WS
149
Wedbush Securities
California
$470K -$74.3K -2,926 -13%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$468K +$485K +19,097 New