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Capital Group Growth ETF

444 hedge funds and large institutions have $7.25B invested in Capital Group Growth ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 285 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
54
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$782M
CGPCS
2
Capital Group Private Client Services
California
$748M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$400M
Bank of America
4
Bank of America
North Carolina
$391M
Morgan Stanley
5
Morgan Stanley
New York
$327M
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$311M
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$277M
Wells Fargo
8
Wells Fargo
California
$268M
Raymond James Financial
9
Raymond James Financial
Florida
$266M
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$170M
Osaic Holdings
11
Osaic Holdings
Arizona
$143M
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$126M
UBS Group
13
UBS Group
Switzerland
$123M
Jones Financial Companies
14
Jones Financial Companies
Missouri
$114M
MML Investors Services
15
MML Investors Services
Massachusetts
$95.9M
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$94.1M
SEIA
17
Signature Estate & Investment Advisors
California
$88.9M
FSA
18
Financial Security Advisor
Virginia
$70.2M
WAM
19
WNY Asset Management
New York
$70.1M
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$68.8M
KAS
21
Kestra Advisory Services
Texas
$62.6M
KIM
22
Kestra Investment Management
Texas
$61M
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$55.5M
PAG
24
Private Advisor Group
New Jersey
$51.3M
Stifel Financial
25
Stifel Financial
Missouri
$50.8M