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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
Cerity Partners
201
Cerity Partners
New York
$361K +$331K +12,790 New
AA
202
Advisory Alpha
Michigan
$356K
LA
203
Latitude Advisors
Florida
$356K +$83.4K +3,225 +34%
FPAS
204
Focus Partners Advisor Solutions
Missouri
$346K +$317K +12,248 New
NWMG
205
National Wealth Management Group
Ohio
$339K +$310K +11,997 New
PTC
206
Private Trust Company
Ohio
$331K -$54.3K -2,099 -15%
LA
207
Lynch & Associates
Indiana
$330K +$41.1K +1,591 +16%
BAM
208
Belpointe Asset Management
Nevada
$324K -$14.7K -570 -5%
AFAS
209
Acorn Financial Advisory Services
Virginia
$323K -$239K -9,240 -45%
HGERS
210
Householder Group Estate & Retirement Specialist
Arizona
$322K +$39.1K +1,512 +15%
JAWM
211
J. Arnold Wealth Management
Ohio
$314K +$287K +11,119 New
TCWM
212
Total Clarity Wealth Management
Illinois
$313K -$11K -426 -4%
SCM
213
Saxony Capital Management
Missouri
$303K +$277K +10,724 New
NL
214
NWAM LLC
Washington
$297K +$2.66K +103 +1%
USCWA
215
U.S. Capital Wealth Advisors
Texas
$294K +$270K +10,431 New
CL
216
CIM LLC
New York
$289K +$243K +9,385 New
Koshinski Asset Management
217
Koshinski Asset Management
Illinois
$289K -$835K -32,295 -76%
AWM
218
Accel Wealth Management
Iowa
$286K +$3.62K +140 +1%
PAS
219
Park Avenue Securities
New York
$280K +$36.4K +1,409 +17%
IGWM
220
ICA Group Wealth Management
Colorado
$279K +$255K +9,878 New
HA
221
HFG Advisors
Ohio
$272K
IA
222
IAM Advisory
Pennsylvania
$267K
BA
223
Bridge Advisory
California
$250K -$1.09M -42,094 -83%
SWP
224
Stratos Wealth Partners
Ohio
$250K +$1.42K +55 +0.6%
KOMWMG
225
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$248K +$227K +8,788 New

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.