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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
BMWM
176
Brown Miller Wealth Management
Virginia
$508K +$29.1K +1,124 +7%
OWA
177
Octavia Wealth Advisors
Ohio
$503K +$461K +17,829 New
HAIM
178
Hunter Associates Investment Management
Pennsylvania
$497K
CFGS
179
Concourse Financial Group Securities
Alabama
$494K +$54.8K +2,121 +14%
OC
180
Oppenheimer & Co
New York
$490K +$65.5K +2,532 +17%
SWMG
181
Signature Wealth Management Group
Georgia
$490K +$448K +17,345 New
WWA
182
WCG Wealth Advisors
Nevada
$474K +$434K +16,780 New
Comerica Bank
183
Comerica Bank
Texas
$473K -$3.31K -128 -0.8%
AWM
184
Axxcess Wealth Management
California
$467K +$215K +8,305 +101%
FMN
185
Financial Management Network
California
$459K +$8.51K +329 +2%
BW
186
Bison Wealth
Georgia
$457K +$905 +35 +0.2%
CA
187
CGN Advisors
Kansas
$422K +$48.6K +1,881 +14%
SN
188
Sittner & Nelson
Oregon
$419K +$58.2K +2,250 +18%
Creative Planning
189
Creative Planning
Kansas
$419K +$52.4K +2,025 +16%
BFA
190
Bill Few Associates
Pennsylvania
$416K +$46K +1,780 +14%
GLA
191
Good Life Advisors
Pennsylvania
$411K +$376K +14,548 New
AWA
192
Arkadios Wealth Advisors
Georgia
$390K +$357K +13,816 New
Mercer Global Advisors
193
Mercer Global Advisors
Colorado
$389K -$663K -25,661 -65%
SWMG
194
Sard Wealth Management Group
Georgia
$385K +$353K +13,634 New
SRCM
195
Signature Resources Capital Management
California
$385K +$352K +13,622 New
OWA
196
ORBA Wealth Advisors
Illinois
$380K +$348K +13,471 New
Natixis Advisors
197
Natixis Advisors
Massachusetts
$371K +$340K +13,144 New
LA
198
LexAurum Advisors
Kansas
$370K +$339K +13,117 New
KWM
199
Kingsview Wealth Management
Oregon
$367K +$41.1K +1,589 +14%
CHJWM
200
Carlton Hofferkamp & Jenks Wealth Management
Texas
$363K +$181 +7 +0.1%

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.