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Capital Group Growth ETF

353 hedge funds and large institutions have $5.36B invested in Capital Group Growth ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 220 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 62

242% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 12

22% more capital invested

Capital invested by funds: $4.4B → $5.36B (+$965M)

7% more funds holding

Funds holding: 330353 (+23)

0% more funds holding in top 10

Funds holding in top 10: 3030 (0)

0.38% less ownership

Funds ownership: 71.76%71.38% (-0.38%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $205K

Holders
353
Holders Change
+23
Holders Change %
+6.97%
% of All Funds
5.07%
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
41
Increased
220
Reduced
62
Closed
12
Calls
Puts
$205K
Net Calls
-$205K
Net Calls Change
-$264K
Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
1
Capital Group Private Client Services
California
$674M +$75.4M +2,274,189 +13%
LPL Financial
2
LPL Financial
California
$433M +$81.4M +2,456,913 +25%
Bank of America
3
Bank of America
North Carolina
$351M +$71.4M +2,153,540 +27%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$324M +$11.9M +359,838 +4%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$237M +$34.6M +1,045,316 +18%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$220M +$41.1M +1,240,501 +24%
Wells Fargo
7
Wells Fargo
California
$188M +$18.6M +559,777 +12%
Morgan Stanley
8
Morgan Stanley
New York
$186M +$56.4M +1,702,198 +47%
RJA
9
Raymond James & Associates
Florida
$136M +$17.1M +517,412 +15%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$135M +$23.8M +718,074 +23%
Osaic Holdings
11
Osaic Holdings
Arizona
$107M +$9.29M +280,390 +10%
UBS Group
12
UBS Group
Switzerland
$104M +$15M +453,303 +18%
SEIA
13
Signature Estate & Investment Advisors
California
$103M +$19.4M +586,545 +25%
MML Investors Services
14
MML Investors Services
Massachusetts
$93.5M +$15.1M +456,991 +20%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$89M +$1.63M +49,075 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$79.2M +$6.52M +196,608 +9%
FSA
17
Financial Security Advisor
Virginia
$72.9M +$1.05M +31,544 +2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$72.7M +$12.3M +371,039 +22%
KAS
19
Kestra Advisory Services
Texas
$62.8M +$5.58M +168,377 +10%
NECFA
20
New England Capital Financial Advisors
Connecticut
$53.3M -$2.3M -69,403 -4%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$52.8M +$1.52M +45,725 +3%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$51.5M +$21.8M +657,864 +79%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$42.1M +$8.28M +249,696 +26%
NA
24
NewEdge Advisors
Louisiana
$39.7M +$5.74M +173,318 +18%
Goldman Sachs
25
Goldman Sachs
New York
$38.5M +$35.8M +1,080,431 +4,173%

CGGR Hedge Fund Activity: Q3 2024 in Review

353 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q3 2024, worth a combined $5.36B — up 22% from $4.4B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CGGR positions and 12 closed out — a net gain of 29 holders — while 220 added to existing stakes and 62 trimmed.

The largest buyer was LPL Financial, adding an estimated $81.4M. The largest seller was Jane Street, cutting an estimated $13.1M.

  • 353 institutional investors held Capital Group Growth ETF (CGGR) as of Q3 2024, up from 330 in Q2 2024.
  • Funds reported $5.36B of Capital Group Growth ETF stock for Q3 2024, up 22% quarter-over-quarter.
  • 41 funds opened new Capital Group Growth ETF positions in Q3 2024 and 12 closed out, a net change of +29 holders.
  • The largest Capital Group Growth ETF buyer in Q3 2024 was LPL Financial, an estimated $81.4M added.
  • The largest Capital Group Growth ETF seller in Q3 2024 was Jane Street, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2024.