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Capital Group Growth ETF

264 hedge funds and large institutions have $2.73B invested in Capital Group Growth ETF in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 150 increasing their positions, 35 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,133% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 3

450% more call options, than puts

Call options by funds: $11K | Put options by funds: $2K

329% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 35

64% more funds holding in top 10

Funds holding in top 10: 1423 (+9)

42% more capital invested

Capital invested by funds: $1.92B → $2.73B (+$807M)

31% more funds holding

Funds holding: 201264 (+63)

0.48% more ownership

Funds ownership: 70.86%71.35% (+0.48%)

Holders
264
Holders Change
+63
Holders Change %
+31.34%
% of All Funds
3.85%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.34%
New
67
Increased
150
Reduced
35
Closed
3
Calls
$11K
Puts
$2K
Net Calls
+$9K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HP
126
Holistic Planning
Texas
$1.4M +$1.28M +49,516 New
SS
127
Sunbelt Securities
Texas
$1.39M +$477K +18,457 +60%
MWM
128
Meridian Wealth Management
Kentucky
$1.38M +$15.3K +591 +1%
BCI
129
Brinker Capital Investments
Pennsylvania
$1.35M +$147K +5,701 +13%
OPS
130
Orion Portfolio Solutions
Nebraska
$1.35M +$147K +5,701 +13%
FP
131
Financial Perspectives
Minnesota
$1.33M +$7.78K +301 +0.6%
NS
132
NBC Securities
Alabama
$1.26M +$122K +4,727 +12%
CWC
133
Carolinas Wealth Consulting
North Carolina
$1.25M +$11.3K +438 +1%
WP
134
WealthSource Partners
California
$1.24M +$4.65K +180 +0.4%
CA
135
Continuum Advisory
Idaho
$1.23M +$290K +11,201 +35%
RJT
136
Raymond James Trust
Florida
$1.16M +$16.3K +632 +2%
GWANC
137
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.15M
BFA
138
Beacon Financial Advisory
Ohio
$1.13M +$123K +4,763 +13%
TWM
139
Tradition Wealth Management
Minnesota
$1.13M
BC
140
Barrett & Company
Rhode Island
$1.09M +$230K +8,900 +30%
SWM
141
Spire Wealth Management
Virginia
$1.05M +$255K +9,871 +37%
SWP
142
Semus Wealth Partners
Florida
$1.01M +$166K +6,430 +22%
WIA
143
World Investment Advisors
California
$967K +$886K +34,272 New
NF
144
NavPoint Financial
Minnesota
$958K +$878K +33,950 New
AF
145
Advisornet Financial
Minnesota
$940K +$195K +7,529 +29%
WS
146
Wedbush Securities
California
$934K +$359K +13,899 +72%
CWM
147
Cornerstone Wealth Management
Missouri
$932K -$15.5K -600 -2%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$931K +$359K +13,894 +73%
JBA
149
Johnson Bixby & Associates
Washington
$918K +$841K +32,536 New
PS
150
Principal Securities
Iowa
$895K +$820K +31,705 New

CGGR Hedge Fund Activity: Q4 2023 in Review

264 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q4 2023, worth a combined $2.73B — up 42% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new CGGR positions and 3 closed out — a net gain of 64 holders — while 150 added to existing stakes and 35 trimmed.

The largest buyer was Bank of America, adding an estimated $72.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $10.9M sold.

  • 264 institutional investors held Capital Group Growth ETF (CGGR) as of Q4 2023, up from 201 in Q3 2023.
  • Funds reported $2.73B of Capital Group Growth ETF stock for Q4 2023, up 42% quarter-over-quarter.
  • 67 funds opened new Capital Group Growth ETF positions in Q4 2023 and 3 closed out, a net change of +64 holders.
  • The largest Capital Group Growth ETF buyer in Q4 2023 was Bank of America, an estimated $72.3M added.
  • The largest Capital Group Growth ETF seller in Q4 2023 was Susquehanna International Group, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2023.