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Capital Group Growth ETF

330 hedge funds and large institutions have $4.4B invested in Capital Group Growth ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 196 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,967% more call options, than puts

Call options by funds: $62K | Put options by funds: $3K

364% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 11

300% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 49

18% more capital invested

Capital invested by funds: $3.73B → $4.4B (+$666M)

12% more funds holding

Funds holding: 294330 (+36)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

0.23% more ownership

Funds ownership: 71.53%71.76% (+0.23%)

Holders
330
Holders Change
+36
Holders Change %
+12.24%
% of All Funds
4.77%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.43%
New
51
Increased
196
Reduced
49
Closed
11
Calls
$62K
Puts
$3K
Net Calls
+$59K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
1
Capital Group Private Client Services
California
$563M +$42.7M +1,347,165 +9%
LPL Financial
2
LPL Financial
California
$328M +$32.2M +1,016,246 +11%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$295M +$17M +536,251 +6%
Bank of America
4
Bank of America
North Carolina
$261M +$33.4M +1,052,282 +15%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$190M +$6.17M +194,550 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$167M +$34.9M +1,099,783 +28%
Wells Fargo
7
Wells Fargo
California
$159M +$23.4M +738,877 +18%
Morgan Stanley
8
Morgan Stanley
New York
$120M +$93.6M +2,949,074 +416%
RJA
9
Raymond James & Associates
Florida
$111M +$31.8M +1,002,988 +42%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$104M +$18.8M +591,968 +23%
Osaic Holdings
11
Osaic Holdings
Arizona
$91.6M +$19.9M +628,601 +29%
UBS Group
12
UBS Group
Switzerland
$83.1M +$25.8M +812,750 +47%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$82.5M -$1.82M -57,434 -2%
SEIA
14
Signature Estate & Investment Advisors
California
$78M +$2.87M +90,585 +4%
MML Investors Services
15
MML Investors Services
Massachusetts
$73.4M -$4.28M -134,847 -6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$68.4M -$12.8M -402,588 -16%
FSA
17
Financial Security Advisor
Virginia
$68M +$760K +23,965 +1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$56.5M -$1.28M -40,386 -2%
KAS
19
Kestra Advisory Services
Texas
$53.8M +$19.3M +609,377 +59%
NECFA
20
New England Capital Financial Advisors
Connecticut
$52.6M -$209K -6,598 -0.4%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$48.4M +$1.66M +52,172 +4%
KIM
22
Kestra Investment Management
Texas
$44.4M +$42.9M +1,350,830 New
Stifel Financial
23
Stifel Financial
Missouri
$34.5M +$3.34M +105,142 +11%
NA
24
NewEdge Advisors
Louisiana
$31.8M +$7.54M +237,601 +33%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$31.6M +$8.17M +257,480 +37%