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Capital Group Growth ETF

451 hedge funds and large institutions have $7.28B invested in Capital Group Growth ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 289 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 82

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

6% more funds holding in top 10

Funds holding in top 10: 5154 (+3)

3% more funds holding

Funds holding: 438451 (+13)

0.55% more ownership

Funds ownership: 72.95%73.49% (+0.55%)

33% less capital invested

Capital invested by funds: $10.8B → $7.28B (-$3.52B)

Holders
451
Holders Change
+13
Holders Change %
+2.97%
% of All Funds
6.05%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
0.72%
New
41
Increased
289
Reduced
82
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
201
Qube Research & Technologies (QRT)
United Kingdom
$2.78M +$1.18M +31,417 +63%
LWP
202
LeClair Wealth Partners
Ohio
$2.75M -$158K -4,233 -5%
Natixis Advisors
203
Natixis Advisors
Massachusetts
$2.74M +$699K +18,688 +30%
PI
204
Parkside Investments
Illinois
$2.74M
HFS
205
Hopwood Financial Services
Virginia
$2.7M +$164K +4,389 +6%
SS
206
Sunbelt Securities
Texas
$2.63M -$136K -3,636 -5%
FPAS
207
Focus Partners Advisor Solutions
Missouri
$2.6M +$2.18M +58,182 +326%
MWM
208
Meridian Wealth Management
Kentucky
$2.48M -$6.92K -185 -0.3%
LBC
209
Leigh Baldwin & Co
New York
$2.48M +$990K +26,450 +57%
TCG
210
Transcendent Capital Group
Oklahoma
$2.42M +$217K +5,806 +9%
SIM
211
Synergy Investment Management
Florida
$2.38M +$269K +7,177 +12%
SWM
212
Spire Wealth Management
Virginia
$2.33M +$20.6K +551 +0.8%
CA
213
CapWealth Advisors
Tennessee
$2.24M -$68.5K -1,830 -3%
SRCM
214
Signature Resources Capital Management
California
$2.19M +$269K +7,176 +13%
AIM
215
Anchor Investment Management
South Carolina
$2.18M
IA
216
IAM Advisory
Pennsylvania
$2.18M -$20.4K -544 -0.8%
CTC
217
Central Trust Company
Missouri
$2.17M +$75.2K +2,011 +3%
FC
218
Fjell Capital
North Dakota
$2.12M -$187K -5,005 -7%
SWP
219
Stratos Wealth Partners
Ohio
$2.11M +$1.16M +31,047 +102%
CF
220
Convergence Financial
Missouri
$2.09M +$2.05M +54,810 +877%
SPC
221
Sigma Planning Corp
Michigan
$2.06M +$833K +22,250 +59%
CP
222
Capital Planning
Washington
$2.04M -$54.6K -1,458 -2%
ALA
223
Atlas Legacy Advisors
California
$1.99M -$9.05M -241,981 -81%
BC
224
Barrett & Company
Rhode Island
$1.98M +$44.7K +1,195 +2%
IWC
225
Integrated Wealth Concepts
Massachusetts
$1.95M +$493K +13,180 +30%

CGGR Hedge Fund Activity: Q1 2025 in Review

451 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q1 2025, worth a combined $7.28B — down 33% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CGGR positions and 19 closed out — a net gain of 22 holders — while 289 added to existing stakes and 82 trimmed.

The largest buyer was LPL Financial, adding an estimated $227M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $45.8M sold.

  • 451 institutional investors held Capital Group Growth ETF (CGGR) as of Q1 2025, up from 438 in Q4 2024.
  • Funds reported $7.28B of Capital Group Growth ETF stock for Q1 2025, down 33% quarter-over-quarter.
  • 41 funds opened new Capital Group Growth ETF positions in Q1 2025 and 19 closed out, a net change of +22 holders.
  • The largest Capital Group Growth ETF buyer in Q1 2025 was LPL Financial, an estimated $227M added.
  • The largest Capital Group Growth ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $45.8M sold.

Based on aggregated 13F filings for Q1 2025.