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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.

New
Increased
Maintained
Reduced
Closed

450% more call options, than puts

Call options by funds: $22K | Put options by funds: $4K

383% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 6

273% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 22

28% more capital invested

Capital invested by funds: $873M → $1.12B (+$247M)

16% more funds holding

Funds holding: 124144 (+20)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

5.26% less ownership

Funds ownership: 71.01%65.75% (-5.3%)

Holders
144
Holders Change
+20
Holders Change %
+16.13%
% of All Funds
2.29%
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 Holding Trade Value Shares
Change
Change in
Stake
CGPCS
1
Capital Group Private Client Services
California
$220M +$33.8M +1,558,395 +19%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$95.2M +$8.09M +372,770 +10%
LPL Financial
3
LPL Financial
California
$73.8M +$10.5M +483,804 +17%
SEIA
4
Signature Estate & Investment Advisors
California
$55.1M +$5.05M +232,614 +10%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$40.8M +$10.6M +487,885 +37%
NECFA
6
New England Capital Financial Advisors
Connecticut
$39.6M -$958K -44,138 -2%
RJA
7
Raymond James & Associates
Florida
$37.4M +$2.98M +137,295 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$32.2M +$9.28M +427,388 +43%
Osaic Holdings
9
Osaic Holdings
Arizona
$31.2M +$10.2M +469,539 +51%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$27.6M -$12.4M -569,891 -32%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$21.6M +$1.14M +52,433 +6%
GKWIM
12
Gerber Kawasaki Wealth & Investment Management
California
$21.5M +$50K +2,305 +0.2%
AWC
13
Adamsbrown Wealth Consultants
Kansas
$19.9M -$122K -5,596 -0.6%
MML Investors Services
14
MML Investors Services
Massachusetts
$19.1M +$2.06M +95,090 +13%
SIAS
15
Summit Investment Advisory Services
Minnesota
$18.7M +$17.5M +805,623 +3,199%
Wells Fargo
16
Wells Fargo
California
$15.5M +$7.78M +358,472 +108%
BPFA
17
Barnes Pettey Financial Advisors
Mississippi
$14.9M +$2.06M +94,995 +17%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$14.8M +$625K +28,793 +5%
GRP
19
Global Retirement Partners
California
$14.5M +$13.9M +638,114 +7,250%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$13.1M +$2.69M +123,716 +27%
Stifel Financial
21
Stifel Financial
Missouri
$12.9M +$2.69M +124,028 +27%
H
22
HoyleCohen
California
$11.9M +$439K +20,221 +4%
UBS Group
23
UBS Group
Switzerland
$11.7M +$3.6M +165,782 +47%
EA
24
Ergawealth Advisors
Illinois
$11.7M +$1.27M +58,337 +13%
NA
25
NewEdge Advisors
Louisiana
$11.6M +$1.51M +69,429 +16%

CGGR Hedge Fund Activity: Q1 2023 in Review

144 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q1 2023, worth a combined $1.12B — up 28% from $873M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CGGR positions and 6 closed out — a net gain of 23 holders — while 82 added to existing stakes and 22 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $33.8M. The largest seller was Royal Bank of Canada, cutting an estimated $12.4M.

  • 144 institutional investors held Capital Group Growth ETF (CGGR) as of Q1 2023, up from 124 in Q4 2022.
  • Funds reported $1.12B of Capital Group Growth ETF stock for Q1 2023, up 28% quarter-over-quarter.
  • 29 funds opened new Capital Group Growth ETF positions in Q1 2023 and 6 closed out, a net change of +23 holders.
  • The largest Capital Group Growth ETF buyer in Q1 2023 was Capital Group Private Client Services, an estimated $33.8M added.
  • The largest Capital Group Growth ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2023.