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Capital Group Growth ETF

438 hedge funds and large institutions have $10.8B invested in Capital Group Growth ETF in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 234 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

827% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 11

225% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 72

101% more capital invested

Capital invested by funds: $5.36B → $10.8B (+$5.43B)

70% more funds holding in top 10

Funds holding in top 10: 3051 (+21)

24% more funds holding

Funds holding: 353438 (+85)

1.57% more ownership

Funds ownership: 71.38%72.95% (+1.6%)

Holders
438
Holders Change
+85
Holders Change %
+24.08%
% of All Funds
5.77%
Holding in Top 10
51
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+70%
% of All Funds
0.67%
New
102
Increased
234
Reduced
72
Closed
11
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$212K
Name Holding Trade Value Shares
Change
Change in
Stake
OW
151
Olistico Wealth
Oklahoma
$3.94M +$312K +8,481 +9%
SWP
152
Sagespring Wealth Partners
Tennessee
$3.93M +$3.89M +105,835 New
CA
153
Calton & Associates
Florida
$3.91M -$213K -5,790 -5%
KCIC
154
Kuhn & Co Investment Counsel
Illinois
$3.89M +$5.62K +153 +0.1%
RWP
155
Ridgeline Wealth Planning
Ohio
$3.84M +$3.79M +103,224 New
HAS
156
HBW Advisory Services
California
$3.78M +$126K +3,431 +3%
IWM
157
IMG Wealth Management
Florida
$3.75M +$3.71M +100,855 New
CCA
158
Cypress Capital Advisors
Tennessee
$3.67M +$3.63M +98,704 New
SB
159
Strategic Blueprint
Georgia
$3.51M +$3.46M +94,315 New
EW
160
Entruity Wealth
California
$3.51M +$3.46M +94,309 New
NAS
161
NWF Advisory Services
California
$3.45M +$1.89M +51,549 +125%
MCM
162
MAI Capital Management
Ohio
$3.41M +$327K +8,907 +11%
WWM
163
Western Wealth Management
Colorado
$3.29M +$787K +21,418 +32%
LF
164
Lantz Financial
Illinois
$3.29M +$135K +3,666 +4%
DAS
165
Dynamic Advisor Solutions
Arizona
$3.25M -$80.8K -2,200 -2%
BCI
166
Brinker Capital Investments
Pennsylvania
$3.24M +$1.14M +31,105 +56%
OPS
167
Orion Portfolio Solutions
Nebraska
$3.24M +$1.14M +31,105 +56%
MFG
168
Magnus Financial Group
New York
$3.18M +$166K +4,519 +6%
LWP
169
LeClair Wealth Partners
Ohio
$3.15M +$3.11M +84,616 New
Jane Street
170
Jane Street
New York
$3.12M +$23.8K +649 +0.8%
MEAC
171
M.E. Allison & Co
Texas
$3.1M +$3.06M +83,343 New
RA
172
RFG Advisory
Alabama
$3.1M +$2.79M +75,957 +1,034%
TFS
173
Thoroughbred Financial Services
Tennessee
$3.08M +$2.47M +67,134 +429%
CFA
174
CWS Financial Advisors
Michigan
$3.05M +$470K +12,793 +18%
FFA
175
Farther Finance Advisors
California
$3.03M +$2.96M +80,660 +9,958%

CGGR Hedge Fund Activity: Q4 2024 in Review

438 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q4 2024, worth a combined $10.8B — up 101% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new CGGR positions and 11 closed out — a net gain of 91 holders — while 234 added to existing stakes and 72 trimmed.

The largest buyer was LPL Financial, adding an estimated $159M. The largest seller was Goldman Sachs, cutting an estimated $36.4M.

  • 438 institutional investors held Capital Group Growth ETF (CGGR) as of Q4 2024, up from 353 in Q3 2024.
  • Funds reported $10.8B of Capital Group Growth ETF stock for Q4 2024, up 101% quarter-over-quarter.
  • 102 funds opened new Capital Group Growth ETF positions in Q4 2024 and 11 closed out, a net change of +91 holders.
  • The largest Capital Group Growth ETF buyer in Q4 2024 was LPL Financial, an estimated $159M added.
  • The largest Capital Group Growth ETF seller in Q4 2024 was Goldman Sachs, an estimated $36.4M sold.

Based on aggregated 13F filings for Q4 2024.