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Capital Group Growth ETF

124 hedge funds and large institutions have $873M invested in Capital Group Growth ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 5

533% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 6

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

92% more capital invested

Capital invested by funds: $454M → $873M (+$419M)

32% more funds holding

Funds holding: 94124 (+30)

4.62% more ownership

Funds ownership: 66.39%71.01% (+4.6%)

Holders
124
Holders Change
+30
Holders Change %
+31.91%
% of All Funds
1.99%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
38
Increased
75
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
1
Capital Group Private Client Services
California
$164M +$32.4M +1,593,806 +24%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$77.1M +$38.4M +1,885,673 +95%
LPL Financial
3
LPL Financial
California
$55.9M +$25.3M +1,240,999 +79%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$45.5M +$17.7M +869,086 +62%
SEIA
5
Signature Estate & Investment Advisors
California
$44.3M +$45.2M +2,221,256 New
NECFA
6
New England Capital Financial Advisors
Connecticut
$38.6M +$36.8M +1,808,274 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$35.9M +$28.8M +1,415,393 +369%
RJA
8
Raymond James & Associates
Florida
$30.5M +$13M +637,331 +71%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$26.5M +$7.85M +385,784 +41%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$20M +$11M +540,731 +117%
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$19M +$2.53M +124,294 +15%
Osaic Holdings
12
Osaic Holdings
Arizona
$18.4M +$5.12M +251,743 +38%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$18.2M +$18.1M +891,566 +4,648%
AWC
14
Adamsbrown Wealth Consultants
Kansas
$17.8M +$2.9M +142,477 +19%
MML Investors Services
15
MML Investors Services
Massachusetts
$15.1M +$7.3M +358,645 +90%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$12.6M +$1.2M +58,751 +10%
BPFA
17
Barnes Pettey Financial Advisors
Mississippi
$11.3M +$3.81M +187,164 +49%
FC
18
Financial Council
Maryland
$10.4M +$6.48M +318,510 +157%
H
19
HoyleCohen
California
$10.2M +$10.2M +499,266 +4,589%
PA
20
Prism Advisors
California
$9.84M +$1.1M +53,937 +12%
EA
21
Ergawealth Advisors
Illinois
$9.21M +$9.4M +462,119 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$9.2M +$2.36M +116,174 +34%
Stifel Financial
23
Stifel Financial
Missouri
$9.01M +$815K +40,042 +10%
CAN
24
Cetera Advisor Networks
California
$8.96M +$4.48M +219,928 +96%
KAS
25
Kestra Advisory Services
Texas
$8.91M +$4.04M +198,641 +80%

CGGR Hedge Fund Activity: Q4 2022 in Review

124 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q4 2022, worth a combined $873M — up 92% from $454M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CGGR positions and 6 closed out — a net gain of 32 holders — while 75 added to existing stakes and 5 trimmed.

The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $45.2M. The largest seller was CFS Investment Advisory Services, cutting an estimated $3.52M.

  • 124 institutional investors held Capital Group Growth ETF (CGGR) as of Q4 2022, up from 94 in Q3 2022.
  • Funds reported $873M of Capital Group Growth ETF stock for Q4 2022, up 92% quarter-over-quarter.
  • 38 funds opened new Capital Group Growth ETF positions in Q4 2022 and 6 closed out, a net change of +32 holders.
  • The largest Capital Group Growth ETF buyer in Q4 2022 was Signature Estate & Investment Advisors, an estimated $45.2M added.
  • The largest Capital Group Growth ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $3.52M sold.

Based on aggregated 13F filings for Q4 2022.