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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
WAM
176
WNY Asset Management
New York
$267K -$545K -21,465 -66%
NL
177
NWAM LLC
Washington
$255K +$59.6K +2,347 +29%
LA
178
Lynch & Associates
Indiana
$248K +$257K +10,106 New
AWM
179
Accel Wealth Management
Iowa
$244K +$253K +9,976 New
HGERS
180
Householder Group Estate & Retirement Specialist
Arizona
$243K +$251K +9,900 New
HA
181
HFG Advisors
Ohio
$236K +$245K +9,637 New
IA
182
IAM Advisory
Pennsylvania
$232K +$508 +20 +0.2%
LA
183
Latitude Advisors
Florida
$230K +$238K +9,372 New
SWP
184
Stratos Wealth Partners
Ohio
$215K +$223K +8,790 New
TFS
185
Thoroughbred Financial Services
Tennessee
$213K +$19.2K +757 +9%
IAS
186
Investment Advisory Services
Texas
$211K +$219K +8,616 New
PAS
187
Park Avenue Securities
New York
$209K +$216K +8,527 New
FHC
188
First Heartland Consultants
Missouri
$205K
SAG
189
SageView Advisory Group
California
$203K +$211K +8,305 New
AWM
190
Axxcess Wealth Management
California
$202K +$209K +8,245 New
IA
191
IFP Advisors
Florida
$182K -$3.94K -155 -2%
GWM
192
Geneos Wealth Management
Colorado
$105K +$60.9K +2,399 +126%
GWSG
193
GPS Wealth Strategies Group
Colorado
$104K +$47.8K +1,884 +79%
CFD
194
Creative Financial Designs
Indiana
$97.2K +$18.8K +742 +23%
CAL
195
Capital Analysts LLC
Pennsylvania
$72K -$9.93K -391 -12%
FHA
196
First Horizon Advisors
Tennessee
$45.7K +$47.3K +1,864 New
PB
197
Pinnacle Bancorp
Nebraska
$15.4K +$15.2K +600 New
IWP
198
IAG Wealth Partners
Wisconsin
$12.1K
WAS
199
Winch Advisory Services
Wisconsin
$11K
ME
200
McIlrath & Eck
Washington
$10.3K