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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
BW
201
Bison Wealth
Georgia
$518K
HA
202
HFG Advisors
Ohio
$516K +$195K +6,490 +67%
SWMG
203
Signature Wealth Management Group
Georgia
$514K -$6.62K -220 -1%
FMN
204
Financial Management Network
California
$504K -$19.7K -655 -4%
BFA
205
Bill Few Associates
Pennsylvania
$497K +$24.4K +810 +5%
FPAS
206
Focus Partners Advisor Solutions
Missouri
$497K +$98.7K +3,283 +27%
Comerica Bank
207
Comerica Bank
Texas
$478K -$55.2K -1,836 -11%
LA
208
LexAurum Advisors
Kansas
$474K +$51.4K +1,710 +13%
WIC
209
Woodmont Investment Counsel
Tennessee
$457K +$186K +6,182 +76%
AA
210
Advisory Alpha
Michigan
$445K +$39.4K +1,311 +10%
AWA
211
Arkadios Wealth Advisors
Georgia
$442K
OWA
212
ORBA Wealth Advisors
Illinois
$437K +$5.47K +182 +1%
Mercer Global Advisors
213
Mercer Global Advisors
Colorado
$429K -$10.7K -357 -3%
WWM
214
Western Wealth Management
Colorado
$427K -$166K -5,520 -29%
HGERS
215
Householder Group Estate & Retirement Specialist
Arizona
$427K +$57.9K +1,927 +17%
MFG
216
Magnus Financial Group
New York
$421K +$396K +13,174 New
LA
217
Lynch & Associates
Indiana
$416K +$39.7K +1,320 +11%
NWMG
218
National Wealth Management Group
Ohio
$410K +$24.5K +816 +7%
SWMG
219
Sard Wealth Management Group
Georgia
$403K -$31.5K -1,048 -8%
FFA
220
Founders Financial Alliance
North Carolina
$402K +$378K +12,560 New
BAM
221
Belpointe Asset Management
Nevada
$400K +$31.8K +1,056 +9%
SRCM
222
Signature Resources Capital Management
California
$385K
NL
223
NWAM LLC
Washington
$384K +$51K +1,696 +16%
CHJWM
224
Carlton Hofferkamp & Jenks Wealth Management
Texas
$382K
IWC
225
Integrated Wealth Concepts
Massachusetts
$377K +$137K +4,562 +63%