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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
Qube Research & Technologies (QRT)
151
Qube Research & Technologies (QRT)
United Kingdom
$830K +$282K +10,915 +59%
AAS
152
Ameritas Advisory Services
Nebraska
$826K -$2.27M -87,901 -76%
CC
153
Cypress Capital
Tennessee
$823K +$461K +17,841 +158%
PFA
154
Professional Financial Advisors
Nebraska
$821K
PWW
155
Pettyjohn Wood & White
Virginia
$817K +$3.23K +125 +0.4%
WIP
156
WealthCare Investment Partners
Rhode Island
$811K +$270K +10,439 +57%
SCM
157
SOL Capital Management
Maryland
$792K +$219K +8,480 +43%
DADC
158
D.A. Davidson & Co
Montana
$778K +$34.7K +1,343 +5%
CIAS
159
CFS Investment Advisory Services
New Jersey
$753K +$330K +12,778 +92%
ATPW
160
Ashton Thomas Private Wealth
Arizona
$689K -$16.9K -653 -3%
PCIA
161
Prime Capital Investment Advisors
Kansas
$670K +$56.4K +2,180 +10%
CRI
162
Colonial River Investments
Virginia
$656K -$450K -17,394 -43%
EA
163
Everpar Advisors
Oklahoma
$633K +$580K +22,420 New
MSAM
164
Moloney Securities Asset Management
Missouri
$627K +$58.6K +2,266 +11%
LC
165
Lincoln Capital
Nebraska
$614K +$31K +1,200 +6%
RCAG
166
Rehmann Capital Advisory Group
Michigan
$606K +$50.7K +1,961 +10%
WAM
167
WealthTrust Asset Management
Florida
$605K +$140K +5,411 +34%
SWM
168
Silverlake Wealth Management
Vermont
$601K -$6.62K -256 -1%
Capital International Investors
169
Capital International Investors
California
$600K +$14.9K +578 +3%
EWA
170
EverSource Wealth Advisors
Alabama
$595K +$20.3K +787 +4%
IAS
171
Investment Advisory Services
Texas
$590K +$318K +12,297 +143%
BTWM
172
Baker Tilly Wealth Management
Wisconsin
$561K +$64.1K +2,480 +14%
1WA
173
180 Wealth Advisors
Washington
$544K -$5.95K -230 -1%
WWM
174
Western Wealth Management
Colorado
$533K +$488K +18,874 New
LWM
175
Lodestone Wealth Management
Washington
$525K +$27.1K +1,050 +6%

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.