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Capital Group Growth ETF

264 hedge funds and large institutions have $2.73B invested in Capital Group Growth ETF in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 150 increasing their positions, 35 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,133% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 3

450% more call options, than puts

Call options by funds: $11K | Put options by funds: $2K

329% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 35

64% more funds holding in top 10

Funds holding in top 10: 1423 (+9)

42% more capital invested

Capital invested by funds: $1.92B → $2.73B (+$807M)

31% more funds holding

Funds holding: 201264 (+63)

0.48% more ownership

Funds ownership: 70.86%71.35% (+0.48%)

Holders
264
Holders Change
+63
Holders Change %
+31.34%
% of All Funds
3.85%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.34%
New
67
Increased
150
Reduced
35
Closed
3
Calls
$11K
Puts
$2K
Net Calls
+$9K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
1
Capital Group Private Client Services
California
$389M +$58.2M +2,252,167 +20%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$219M +$34.2M +1,321,699 +21%
LPL Financial
3
LPL Financial
California
$168M +$38M +1,470,436 +33%
Bank of America
4
Bank of America
North Carolina
$158M +$72.3M +2,794,496 +99%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$143M +$5.85M +226,416 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$93.9M +$9.97M +385,624 +13%
Wells Fargo
7
Wells Fargo
California
$66.9M +$23.5M +908,945 +62%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$66.5M +$4.9M +189,619 +9%
MML Investors Services
9
MML Investors Services
Massachusetts
$63.7M +$6.32M +244,577 +12%
SEIA
10
Signature Estate & Investment Advisors
California
$62.4M -$1.24M -48,116 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$59.8M -$776K -30,000 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$57.5M +$15.2M +589,234 +41%
FSA
13
Financial Security Advisor
Virginia
$57.2M +$1.51M +58,234 +3%
RJA
14
Raymond James & Associates
Florida
$56.8M +$5.96M +230,570 +13%
NECFA
15
New England Capital Financial Advisors
Connecticut
$45.9M -$300K -11,620 -0.7%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$44.9M +$3.44M +132,936 +9%
UBS Group
17
UBS Group
Switzerland
$42.2M +$6.85M +264,841 +22%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$40.1M +$4.56M +176,441 +14%
CAN
19
Cetera Advisor Networks
California
$32.3M +$5.77M +223,251 +24%
Stifel Financial
20
Stifel Financial
Missouri
$24.6M +$3.98M +154,003 +21%
GKWIM
21
Gerber Kawasaki Wealth & Investment Management
California
$23.8M -$136K -5,265 -0.6%
KAS
22
Kestra Advisory Services
Texas
$23.8M +$4.12M +159,235 +23%
AT
23
Arden Trust
Delaware
$23.4M +$9.56M +369,931 +81%
GRP
24
Global Retirement Partners
California
$23.3M +$716K +27,701 +3%
SIAS
25
Summit Investment Advisory Services
Minnesota
$22.7M +$287K +11,108 +1%

CGGR Hedge Fund Activity: Q4 2023 in Review

264 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q4 2023, worth a combined $2.73B — up 42% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new CGGR positions and 3 closed out — a net gain of 64 holders — while 150 added to existing stakes and 35 trimmed.

The largest buyer was Bank of America, adding an estimated $72.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $10.9M sold.

  • 264 institutional investors held Capital Group Growth ETF (CGGR) as of Q4 2023, up from 201 in Q3 2023.
  • Funds reported $2.73B of Capital Group Growth ETF stock for Q4 2023, up 42% quarter-over-quarter.
  • 67 funds opened new Capital Group Growth ETF positions in Q4 2023 and 3 closed out, a net change of +64 holders.
  • The largest Capital Group Growth ETF buyer in Q4 2023 was Bank of America, an estimated $72.3M added.
  • The largest Capital Group Growth ETF seller in Q4 2023 was Susquehanna International Group, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2023.