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Capital Group Growth ETF

201 hedge funds and large institutions have $1.92B invested in Capital Group Growth ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 121 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 10

256% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 34

19% more capital invested

Capital invested by funds: $1.62B → $1.92B (+$308M)

16% more funds holding

Funds holding: 173201 (+28)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

1.66% more ownership

Funds ownership: 69.21%70.86% (+1.7%)

Holders
201
Holders Change
+28
Holders Change %
+16.18%
% of All Funds
3.19%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
40
Increased
121
Reduced
34
Closed
10
Calls
$9K
Puts
Net Calls
+$9K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
1
Capital Group Private Client Services
California
$282M +$26.3M +1,036,038 +10%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$158M +$90.7M +3,571,987 +125%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$119M +$10M +394,434 +9%
LPL Financial
4
LPL Financial
California
$110M +$13.1M +515,441 +13%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$72M +$16.1M +634,966 +28%
Bank of America
6
Bank of America
North Carolina
$69M +$60.9M +2,397,143 +573%
SEIA
7
Signature Estate & Investment Advisors
California
$55.4M -$4.2M -165,357 -7%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$53.1M +$3.13M +123,359 +6%
Osaic Holdings
9
Osaic Holdings
Arizona
$52.6M +$2.69M +105,786 +5%
MML Investors Services
10
MML Investors Services
Massachusetts
$49.3M +$773K +30,467 +2%
FSA
11
Financial Security Advisor
Virginia
$48.2M +$49.9M +1,966,444 New
RJA
12
Raymond James & Associates
Florida
$43.6M +$2.48M +97,878 +6%
NECFA
13
New England Capital Financial Advisors
Connecticut
$40.1M -$3.52M -138,820 -8%
Wells Fargo
14
Wells Fargo
California
$35.8M +$9.31M +366,690 +33%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$35.7M +$17M +669,654 +85%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$35.5M -$2.32M -91,225 -6%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$30.5M +$3.99M +157,196 +14%
UBS Group
18
UBS Group
Switzerland
$30.2M +$5.07M +199,625 +19%
CAN
19
Cetera Advisor Networks
California
$22.5M +$7.66M +301,698 +49%
GKWIM
20
Gerber Kawasaki Wealth & Investment Management
California
$20.8M -$1.18M -46,661 -5%
GRP
21
Global Retirement Partners
California
$19.5M +$232K +9,134 +1%
SIAS
22
Summit Investment Advisory Services
Minnesota
$19.4M +$907K +35,745 +5%
AWC
23
Adamsbrown Wealth Consultants
Kansas
$19M -$2.89M -114,026 -13%
Jane Street
24
Jane Street
New York
$17.7M -$25.6M -1,008,348 -58%
Stifel Financial
25
Stifel Financial
Missouri
$17.6M +$3.74M +147,353 +26%