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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
BCM
151
Brookstone Capital Management
Illinois
$4.4M -$613K -16,385 -11%
FFS
152
Forge Financial Services
Oklahoma
$4.38M +$8.38K +224 +0.2%
CFG
153
Cooper Financial Group
California
$4.36M +$426K +11,384 +10%
BAG
154
Bridgewealth Advisory Group
California
$4.36M -$1.84M -49,204 -28%
TFS
155
Thoroughbred Financial Services
Tennessee
$4.34M +$1.65M +44,082 +53%
CF
156
Centaurus Financial
California
$4.26M +$2.52M +67,330 +118%
DJSG
157
D.J. St. Germain
Massachusetts
$4.23M +$62.1K +1,659 +1%
CCA
158
Cypress Capital Advisors
Tennessee
$4.23M +$923K +24,660 +25%
RFWA
159
RPg Family Wealth Advisory
Massachusetts
$4.18M +$4.57M +122,046 New
DWP
160
Destiny Wealth Partners
Florida
$4.04M +$206K +5,502 +5%
HAS
161
HBW Advisory Services
California
$4.01M +$579K +15,471 +15%
CA
162
Calton & Associates
Florida
$4M +$433K +11,569 +11%
AI
163
Atria Investments
North Carolina
$3.93M -$197K -5,257 -4%
OW
164
Olistico Wealth
Oklahoma
$3.92M +$319K +8,521 +8%
DIM
165
Delta Investment Management
California
$3.81M -$1.06M -28,353 -20%
KCIC
166
Kuhn & Co Investment Counsel
Illinois
$3.77M +$207K +5,519 +5%
BCI
167
Brinker Capital Investments
Pennsylvania
$3.75M +$840K +22,445 +26%
OPS
168
Orion Portfolio Solutions
Nebraska
$3.75M +$840K +22,445 +26%
ARC
169
Advisor Resource Council
Texas
$3.68M +$4.02M +107,306 New
CFA
170
CWS Financial Advisors
Michigan
$3.62M +$885K +23,646 +29%
MMH
171
Menora Mivtachim Holdings
Israel
$3.6M +$3.93M +105,026 New
RWP
172
Ridgeline Wealth Planning
Ohio
$3.59M +$57.3K +1,531 +1%
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$3.58M -$257K -6,870 -6%
MOS
174
MGO One Seven
Ohio
$3.52M -$3.24M -86,654 -46%
IWM
175
IMG Wealth Management
Florida
$3.5M +$45.2K +1,207 +1%

CGGR Hedge Fund Activity: Q1 2025 in Review

451 of the 7,458 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.