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Capital Group Growth ETF

330 hedge funds and large institutions have $4.4B invested in Capital Group Growth ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 196 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,967% more call options, than puts

Call options by funds: $62K | Put options by funds: $3K

364% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 11

300% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 49

18% more capital invested

Capital invested by funds: $3.73B → $4.4B (+$666M)

12% more funds holding

Funds holding: 294330 (+36)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

0.23% more ownership

Funds ownership: 71.53%71.76% (+0.23%)

Holders
330
Holders Change
+36
Holders Change %
+12.24%
% of All Funds
4.77%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.43%
New
51
Increased
196
Reduced
49
Closed
11
Calls
$62K
Puts
$3K
Net Calls
+$59K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
WF
201
Warner Financial
Maryland
$731K +$183K +5,754 +35%
OL
202
Owen LaRue
Kentucky
$722K -$1.88M -59,150 -73%
Creative Planning
203
Creative Planning
Kansas
$719K +$141K +4,435 +25%
AWA
204
Arkadios Wealth Advisors
Georgia
$714K +$250K +7,882 +57%
CFB
205
Cullen/Frost Bankers
Texas
$711K +$686K +21,622 New
NAS
206
NWF Advisory Services
California
$711K +$453K +14,269 +194%
RCAG
207
Rehmann Capital Advisory Group
Michigan
$706K
WAM
208
WealthTrust Asset Management
Florida
$681K -$146K -4,612 -18%
1WA
209
180 Wealth Advisors
Washington
$676K -$5.55K -175 -0.9%
Comerica Bank
210
Comerica Bank
Texas
$664K +$167K +5,272 +35%
LWM
211
Lodestone Wealth Management
Washington
$639K +$761 +24 +0.1%
CA
212
CGN Advisors
Kansas
$609K +$27.7K +873 +5%
IWC
213
Integrated Wealth Concepts
Massachusetts
$604K +$209K +6,577 +56%
BMWM
214
Brown Miller Wealth Management
Virginia
$592K
BFA
215
Bill Few Associates
Pennsylvania
$589K +$74.7K +2,355 +15%
HAIM
216
Hunter Associates Investment Management
Pennsylvania
$579K
OWA
217
Octavia Wealth Advisors
Ohio
$567K +$25.5K +804 +5%
FA
218
Faithward Advisors
Pennsylvania
$563K -$3.16M -99,496 -85%
SWMG
219
Signature Wealth Management Group
Georgia
$559K -$3.9K -123 -0.7%
Cerity Partners
220
Cerity Partners
New York
$556K
WIC
221
Woodmont Investment Counsel
Tennessee
$550K +$77.8K +2,451 +17%
LA
222
LexAurum Advisors
Kansas
$549K +$58.8K +1,852 +12%
FMN
223
Financial Management Network
California
$544K +$4.25K +134 +0.8%
TFS
224
Thoroughbred Financial Services
Tennessee
$543K +$247K +7,796 +89%
WFS
225
WealthGarden F.S.
California
$538K +$519K +16,345 New