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Capital Group Growth ETF

294 hedge funds and large institutions have $3.73B invested in Capital Group Growth ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 174 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 10

211% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 56

37% more capital invested

Capital invested by funds: $2.73B → $3.73B (+$1B)

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

11% more funds holding

Funds holding: 264294 (+30)

0.18% more ownership

Funds ownership: 71.35%71.53% (+0.18%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
294
Holders Change
+30
Holders Change %
+11.36%
% of All Funds
4.24%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.4%
New
44
Increased
174
Reduced
56
Closed
10
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
1
Capital Group Private Client Services
California
$504M +$59.9M +1,990,616 +14%
LPL Financial
2
LPL Financial
California
$287M +$90.6M +3,014,111 +51%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$270M +$20M +666,574 +9%
Bank of America
4
Bank of America
North Carolina
$220M +$38.5M +1,280,209 +23%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$178M +$15.2M +505,610 +10%
Wells Fargo
6
Wells Fargo
California
$131M +$51.9M +1,725,806 +73%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$127M +$19.6M +653,122 +20%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$82.1M +$15.9M +528,248 +26%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$82M +$62.3M +2,072,971 +424%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$79.4M +$3.75M +124,671 +5%
RJA
11
Raymond James & Associates
Florida
$76M +$11M +364,208 +18%
MML Investors Services
12
MML Investors Services
Massachusetts
$75.7M +$3.31M +109,940 +5%
SEIA
13
Signature Estate & Investment Advisors
California
$72.9M +$2.04M +67,924 +3%
Osaic Holdings
14
Osaic Holdings
Arizona
$69M +$1.21M +40,397 +2%
FSA
15
Financial Security Advisor
Virginia
$65.3M +$468K +15,549 +0.8%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$56.2M +$5.04M +167,782 +11%
UBS Group
17
UBS Group
Switzerland
$54.9M +$6.56M +218,026 +15%
NECFA
18
New England Capital Financial Advisors
Connecticut
$51.4M -$529K -17,594 -1%
CAN
19
Cetera Advisor Networks
California
$46.2M +$9.08M +301,899 +26%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$45.4M -$21.1K -702 -0%
KAS
21
Kestra Advisory Services
Texas
$32.9M +$5.59M +185,981 +22%
Stifel Financial
22
Stifel Financial
Missouri
$30.2M +$2.15M +71,566 +8%
LNC
23
Lincoln National Corp
Pennsylvania
$27.5M +$4.84M +160,959 +23%
GRP
24
Global Retirement Partners
California
$26.3M -$165K -5,477 -0.7%
CA
25
Cetera Advisors
Colorado
$25.7M +$7.05M +234,415 +41%