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Capital Group Growth ETF

602 hedge funds and large institutions have $15B invested in Capital Group Growth ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 356 increasing their positions, 128 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 128

13% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 48

1.48% more ownership

Funds ownership: 76.11%77.59% (+1.5%)

4% more capital invested

Capital invested by funds: $14.4B → $15B (+$575M)

1% less funds holding

Funds holding: 609602 (-7)

16% less funds holding in top 10

Funds holding in top 10: 9378 (-15)

Holders
602
Holders Change
-7
Holders Change %
-1.15%
% of All Funds
7.37%
Holding in Top 10
78
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.13%
% of All Funds
0.95%
New
54
Increased
356
Reduced
128
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
151
tru Independence
Oregon
$8.63M +$832K +19,270 +10%
B
152
BetterWealth
California
$8.58M +$334K +7,735 +4%
MMH
153
Menora Mivtachim Holdings
Israel
$8.42M
BFS
154
Boyer Financial Services
California
$8.37M +$747K +17,312 +9%
Qube Research & Technologies (QRT)
155
Qube Research & Technologies (QRT)
United Kingdom
$8.3M +$6.47M +149,855 +264%
EWA
156
EP Wealth Advisors
California
$8.3M -$305K -7,061 -3%
BB
157
Burford Brothers
Texas
$8.26M +$544K +12,593 +7%
STA
158
Smith Thornton Advisors
Alabama
$8.24M +$360K +8,340 +4%
WWM
159
Western Wealth Management
Colorado
$8.22M +$1.77M +41,108 +25%
IAG
160
Investmark Advisory Group
Connecticut
$8.08M -$302K -6,998 -3%
CAM
161
Cozad Asset Management
Illinois
$7.9M +$833K +19,300 +11%
AMG
162
APS Management Group
California
$7.67M +$1.4M +32,535 +21%
WIA
163
World Investment Advisors
California
$7.66M +$1.22M +28,253 +17%
TWM
164
Troutman Wealth Management
Pennsylvania
$7.6M +$81K +1,876 +1%
CCA
165
Cypress Capital Advisors
Tennessee
$7.6M +$395K +9,142 +5%
SFC
166
Swisher Financial Concepts
Ohio
$7.59M -$43.4K -1,005 -0.5%
PS
167
Principal Securities
Iowa
$7.51M +$448K +10,366 +6%
MCM
168
MAI Capital Management
Ohio
$7.47M +$1.76M +40,828 +28%
SCFS
169
Stewardship Concepts Financial Services
Washington
$7.33M +$553K +12,813 +8%
CCM
170
Charter Capital Management
Wisconsin
$7.11M +$271K +6,285 +4%
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
$6.98M +$170K +3,941 +2%
IWC
172
Integrated Wealth Concepts
Massachusetts
$6.94M +$1.57M +36,389 +27%
AI
173
Atria Investments
North Carolina
$6.89M +$1.3M +30,183 +21%
SWP
174
Stratos Wealth Partners
Ohio
$6.81M +$864K +20,013 +13%
TWM
175
Tradition Wealth Management
Minnesota
$6.79M +$5.76M +133,416 +375%

CGGR Hedge Fund Activity: Q1 2026 in Review

602 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q1 2026, worth a combined $15B — up 4% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new CGGR positions and 48 closed out — a net gain of 6 holders — while 356 added to existing stakes and 128 trimmed.

The largest buyer was LPL Financial, adding an estimated $309M. The largest seller was Financial Security Advisor, cutting an estimated $74.7M.

  • 602 institutional investors held Capital Group Growth ETF (CGGR) as of Q1 2026, down from 609 in Q4 2025.
  • Funds reported $15B of Capital Group Growth ETF stock for Q1 2026, up 4% quarter-over-quarter.
  • 54 funds opened new Capital Group Growth ETF positions in Q1 2026 and 48 closed out, a net change of +6 holders.
  • The largest Capital Group Growth ETF buyer in Q1 2026 was LPL Financial, an estimated $309M added.
  • The largest Capital Group Growth ETF seller in Q1 2026 was Financial Security Advisor, an estimated $74.7M sold.

Based on aggregated 13F filings for Q1 2026.