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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
Qube Research & Technologies (QRT)
151
Qube Research & Technologies (QRT)
United Kingdom
$453K +$470K +18,500 New
WIP
152
WealthCare Investment Partners
Rhode Island
$453K +$2.36K +93 +0.5%
HAIM
153
Hunter Associates Investment Management
Pennsylvania
$431K +$447K +17,600 New
LWM
154
Lodestone Wealth Management
Washington
$430K +$113K +4,465 +34%
BTWM
155
Baker Tilly Wealth Management
Wisconsin
$426K +$192K +7,575 +77%
Comerica Bank
156
Comerica Bank
Texas
$414K +$429K +16,892 New
BMWM
157
Brown Miller Wealth Management
Virginia
$413K +$51 +2 +0%
BW
158
Bison Wealth
Georgia
$396K +$410K +16,156 New
FMN
159
Financial Management Network
California
$396K +$21K +827 +5%
WAM
160
WealthTrust Asset Management
Florida
$393K +$105K +4,126 +35%
CFGS
161
Concourse Financial Group Securities
Alabama
$377K +$17.2K +678 +5%
OC
162
Oppenheimer & Co
New York
$364K +$121K +4,752 +47%
CIAS
163
CFS Investment Advisory Services
New Jersey
$340K -$10.4K -408 -3%
PTC
164
Private Trust Company
Ohio
$338K +$30.7K +1,211 +10%
CA
165
CGN Advisors
Kansas
$320K +$331K +13,053 New
BFA
166
Bill Few Associates
Pennsylvania
$317K +$9.9K +390 +3%
Creative Planning
167
Creative Planning
Kansas
$314K +$325K +12,821 New
SN
168
Sittner & Nelson
Oregon
$309K +$190K +7,500 +147%
AA
169
Advisory Alpha
Michigan
$309K +$254 +10 +0.1%
CHJWM
170
Carlton Hofferkamp & Jenks Wealth Management
Texas
$299K +$7.62K +300 +2%
BAM
171
Belpointe Asset Management
Nevada
$295K -$45.7K -1,800 -13%
TCWM
172
Total Clarity Wealth Management
Illinois
$282K +$292K +11,517 New
KWM
173
Kingsview Wealth Management
Oregon
$279K +$62.5K +2,464 +28%
CC
174
Cypress Capital
Tennessee
$277K +$69.8K +2,749 +32%
Morgan Stanley
175
Morgan Stanley
New York
$269K