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Capital Group Growth ETF

173 hedge funds and large institutions have $1.62B invested in Capital Group Growth ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

267% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 27

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

44% more capital invested

Capital invested by funds: $1.12B → $1.62B (+$497M)

20% more funds holding

Funds holding: 144173 (+29)

3.46% more ownership

Funds ownership: 65.75%69.21% (+3.5%)

Holders
173
Holders Change
+29
Holders Change %
+20.14%
% of All Funds
2.72%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.2%
New
38
Increased
99
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
1
Capital Group Private Client Services
California
$264M +$16.2M +696,379 +7%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$112M +$4.95M +212,439 +5%
LPL Financial
3
LPL Financial
California
$100M +$15.8M +679,156 +21%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$72.3M +$3.87M +166,283 +6%
SEIA
5
Signature Estate & Investment Advisors
California
$61.2M -$658K -28,260 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$58.1M +$20.3M +872,037 +61%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$51.6M +$5.29M +227,259 +13%
Osaic Holdings
8
Osaic Holdings
Arizona
$51.5M +$15.1M +649,939 +47%
MML Investors Services
9
MML Investors Services
Massachusetts
$50M +$26.3M +1,130,849 +133%
NECFA
10
New England Capital Financial Advisors
Connecticut
$44.8M +$263K +11,278 +0.6%
Jane Street
11
Jane Street
New York
$43.7M +$37.3M +1,603,134 +1,241%
RJA
12
Raymond James & Associates
Florida
$42.4M +$360K +15,444 +0.9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$38.8M +$7.23M +310,583 +25%
Wells Fargo
14
Wells Fargo
California
$27.6M +$9.45M +405,599 +59%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$27.4M +$2.85M +122,564 +13%
UBS Group
16
UBS Group
Switzerland
$26M +$11.9M +511,061 +98%
GKWIM
17
Gerber Kawasaki Wealth & Investment Management
California
$22.6M -$1.43M -61,192 -6%
AWC
18
Adamsbrown Wealth Consultants
Kansas
$22.4M +$63.9K +2,743 +0.3%
GRP
19
Global Retirement Partners
California
$20M +$3.35M +143,995 +22%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$19.9M +$4.72M +202,586 +35%
SIAS
21
Summit Investment Advisory Services
Minnesota
$19.1M -$1.69M -72,724 -9%
BPFA
22
Barnes Pettey Financial Advisors
Mississippi
$17.5M +$728K +31,240 +5%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$16.7M +$86.1K +3,695 +0.6%
CAN
24
Cetera Advisor Networks
California
$15.6M +$2.87M +123,174 +25%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$14.5M +$12.8M +550,862 +2,240%

CGGR Hedge Fund Activity: Q2 2023 in Review

173 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q2 2023, worth a combined $1.62B — up 44% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CGGR positions and 7 closed out — a net gain of 31 holders — while 99 added to existing stakes and 27 trimmed.

The largest buyer was Jane Street, adding an estimated $37.3M. The largest seller was Advisory Services Network, cutting an estimated $2.59M.

  • 173 institutional investors held Capital Group Growth ETF (CGGR) as of Q2 2023, up from 144 in Q1 2023.
  • Funds reported $1.62B of Capital Group Growth ETF stock for Q2 2023, up 44% quarter-over-quarter.
  • 38 funds opened new Capital Group Growth ETF positions in Q2 2023 and 7 closed out, a net change of +31 holders.
  • The largest Capital Group Growth ETF buyer in Q2 2023 was Jane Street, an estimated $37.3M added.
  • The largest Capital Group Growth ETF seller in Q2 2023 was Advisory Services Network, an estimated $2.59M sold.

Based on aggregated 13F filings for Q2 2023.