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Capital Group Growth ETF

294 hedge funds and large institutions have $3.73B invested in Capital Group Growth ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 174 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 10

211% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 56

37% more capital invested

Capital invested by funds: $2.73B → $3.73B (+$1B)

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

11% more funds holding

Funds holding: 264294 (+30)

0.18% more ownership

Funds ownership: 71.35%71.53% (+0.18%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
294
Holders Change
+30
Holders Change %
+11.36%
% of All Funds
4.24%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.4%
New
44
Increased
174
Reduced
56
Closed
10
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
176
Natixis Advisors
Massachusetts
$906K +$456K +15,168 +115%
SWM
177
Silverlake Wealth Management
Vermont
$830K +$139K +4,630 +22%
WWA
178
WCG Wealth Advisors
Nevada
$829K +$275K +9,135 +54%
WAM
179
WealthTrust Asset Management
Florida
$810K +$117K +3,875 +18%
LC
180
Lincoln Capital
Nebraska
$799K +$96.6K +3,214 +15%
IAS
181
Investment Advisory Services
Texas
$741K +$68K +2,260 +11%
OC
182
Oppenheimer & Co
New York
$739K +$172K +5,735 +33%
MSAM
183
Moloney Securities Asset Management
Missouri
$717K +$5.41K +180 +0.8%
GFG
184
Goldstone Financial Group
Illinois
$715K +$672K +22,363 New
ATPW
185
Ashton Thomas Private Wealth
Arizona
$715K -$61.4K -2,043 -8%
RCAG
186
Rehmann Capital Advisory Group
Michigan
$687K +$301 +10 +0%
Capital International Investors
187
Capital International Investors
California
$678K -$1.89K -63 -0.3%
BTWM
188
Baker Tilly Wealth Management
Wisconsin
$662K +$25K +830 +4%
1WA
189
180 Wealth Advisors
Washington
$648K +$23.3K +776 +4%
LWM
190
Lodestone Wealth Management
Washington
$620K +$24.3K +807 +4%
BMWM
191
Brown Miller Wealth Management
Virginia
$575K -$30 -1 -0%
CFGS
192
Concourse Financial Group Securities
Alabama
$570K +$8.9K +296 +2%
CA
193
CGN Advisors
Kansas
$565K +$81.7K +2,718 +18%
HAIM
194
Hunter Associates Investment Management
Pennsylvania
$563K
Creative Planning
195
Creative Planning
Kansas
$557K +$77.5K +2,577 +17%
VCM
196
Virtue Capital Management
Tennessee
$546K +$520K +17,296 New
Cerity Partners
197
Cerity Partners
New York
$541K +$124K +4,110 +32%
WF
198
Warner Financial
Maryland
$527K +$495K +16,460 New
OWA
199
Octavia Wealth Advisors
Ohio
$525K -$42.9K -1,426 -8%
SN
200
Sittner & Nelson
Oregon
$519K +$40.9K +1,360 +9%