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Capital Group Growth ETF

451 hedge funds and large institutions have $7.28B invested in Capital Group Growth ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 289 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 82

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

6% more funds holding in top 10

Funds holding in top 10: 5154 (+3)

3% more funds holding

Funds holding: 438451 (+13)

0.55% more ownership

Funds ownership: 72.95%73.49% (+0.55%)

33% less capital invested

Capital invested by funds: $10.8B → $7.28B (-$3.52B)

Holders
451
Holders Change
+13
Holders Change %
+2.97%
% of All Funds
6.05%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
0.72%
New
41
Increased
289
Reduced
82
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
126
F.L. Putnam Investment Management
Massachusetts
$5.41M -$126K -3,371 -2%
LSL
127
Legacy Solutions LLC
Pennsylvania
$5.3M -$31.5K -843 -0.5%
MFG
128
Merit Financial Group
Georgia
$5.27M +$1.32M +35,249 +30%
PS
129
Principal Securities
Iowa
$5.22M
AssetMark Inc
130
AssetMark Inc
California
$5.18M +$397K +10,616 +8%
VF
131
Vawter Financial
Ohio
$5.11M -$5.72K -153 -0.1%
IFG
132
Independent Financial Group
California
$5.02M +$565K +15,099 +11%
5W
133
5T Wealth
California
$5M -$45.7K -1,222 -0.8%
SFC
134
Swisher Financial Concepts
Ohio
$4.98M +$5.14M +137,429 +1,746%
BWA
135
BlueChip Wealth Advisors
Georgia
$4.95M +$167K +4,464 +3%
IPA
136
Investment Planning Advisors
Georgia
$4.94M +$5.4M +144,357 New
BFG
137
Bleakley Financial Group
New Jersey
$4.93M +$655K +17,509 +14%
VAS
138
Vestmark Advisory Solutions
Massachusetts
$4.85M +$428K +11,442 +9%
ACA
139
Aptus Capital Advisors
Alabama
$4.84M +$1.23M +32,977 +30%
AF
140
Allworth Financial
California
$4.79M +$448K +11,983 +9%
KCP
141
Kera Capital Partners
California
$4.78M +$565K +15,099 +12%
OC
142
Oppenheimer & Co
New York
$4.78M +$748K +19,978 +17%
CAM
143
Cozad Asset Management
Illinois
$4.76M +$480K +12,840 +10%
CAL
144
Capital Analysts LLC
Pennsylvania
$4.66M +$4.01M +107,129 +369%
TCWM
145
Total Clarity Wealth Management
Illinois
$4.65M -$33.5K -894 -0.7%
WWM
146
Western Wealth Management
Colorado
$4.63M +$1.75M +46,680 +53%
Koshinski Asset Management
147
Koshinski Asset Management
Illinois
$4.61M +$909K +24,285 +22%
SWP
148
Sagespring Wealth Partners
Tennessee
$4.6M +$1.06M +28,328 +27%
TAM
149
Townsend Asset Management
North Carolina
$4.55M +$89.5K +2,391 +2%
CCFM
150
Clear Creek Financial Management
Washington
$4.52M +$626K +16,723 +15%

CGGR Hedge Fund Activity: Q1 2025 in Review

451 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q1 2025, worth a combined $7.28B — down 33% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CGGR positions and 19 closed out — a net gain of 22 holders — while 289 added to existing stakes and 82 trimmed.

The largest buyer was LPL Financial, adding an estimated $227M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $45.8M sold.

  • 451 institutional investors held Capital Group Growth ETF (CGGR) as of Q1 2025, up from 438 in Q4 2024.
  • Funds reported $7.28B of Capital Group Growth ETF stock for Q1 2025, down 33% quarter-over-quarter.
  • 41 funds opened new Capital Group Growth ETF positions in Q1 2025 and 19 closed out, a net change of +22 holders.
  • The largest Capital Group Growth ETF buyer in Q1 2025 was LPL Financial, an estimated $227M added.
  • The largest Capital Group Growth ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $45.8M sold.

Based on aggregated 13F filings for Q1 2025.