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Capital Group Growth ETF

144 hedge funds and large institutions have $1.12B invested in Capital Group Growth ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
144
Holders Change
+20
Holders Change %
+16.13%
% of All Funds
2.31%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
29
Increased
82
Reduced
22
Closed
6
Calls
$22K
Puts
$4K
Net Calls
+$18K
Net Calls Change
+$18K
Name Market Value Shares Shares
Change
Shares
Change %
CGPCS
1
Capital Group Private Client Services
California
$220M 9,784,157 +1,558,395 +19%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$95.2M 4,237,725 +372,770 +10%
LPL Financial
3
LPL Financial
California
$73.8M 3,285,867 +483,804 +17%
SEIA
4
Signature Estate & Investment Advisors
California
$55.1M 2,453,870 +232,614 +10%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$40.8M 1,816,597 +487,885 +37%
NECFA
6
New England Capital Financial Advisors
Connecticut
$39.6M 1,764,136 -44,138 -2%
RJA
7
Raymond James & Associates
Florida
$37.4M 1,666,862 +137,295 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$32.2M 1,432,061 +427,388 +43%
Osaic Holdings
9
Osaic Holdings
Arizona
$31.2M 1,391,624 +469,539 +51%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$27.6M 1,228,890 -569,891 -32%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$21.6M 963,182 +52,433 +6%
GKWIM
12
Gerber Kawasaki Wealth & Investment Management
California
$21.5M 956,999 +2,305 +0.2%
AWC
13
Adamsbrown Wealth Consultants
Kansas
$19.9M 885,687 -5,596 -0.6%
MML Investors Services
14
MML Investors Services
Massachusetts
$19.1M 850,848 +95,090 +13%
SIAS
15
Summit Investment Advisory Services
Minnesota
$18.7M 830,805 +805,623 +3,199%
Wells Fargo
16
Wells Fargo
California
$15.5M 689,643 +358,472 +108%
BPFA
17
Barnes Pettey Financial Advisors
Mississippi
$14.9M 663,809 +94,995 +17%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$14.8M 658,210 +28,793 +5%
GRP
19
Global Retirement Partners
California
$14.5M 646,916 +638,114 +7,250%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$13.1M 585,173 +123,716 +27%
Stifel Financial
21
Stifel Financial
Missouri
$12.9M 576,123 +124,028 +27%
H
22
HoyleCohen
California
$11.9M 530,367 +20,221 +4%
UBS Group
23
UBS Group
Switzerland
$11.7M 521,078 +165,782 +47%
EA
24
Ergawealth Advisors
Illinois
$11.7M 520,456 +58,337 +13%
NA
25
NewEdge Advisors
Louisiana
$11.6M 516,069 +69,429 +16%