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Capital Group Growth ETF

608 hedge funds and large institutions have $14.4B invested in Capital Group Growth ETF in 2025 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 352 increasing their positions, 107 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

524% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 17

229% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 107

29% more funds holding in top 10

Funds holding in top 10: 7293 (+21)

18% more capital invested

Capital invested by funds: $12.2B → $14.4B (+$2.15B)

16% more funds holding

Funds holding: 526608 (+82)

1.3% more ownership

Funds ownership: 74.79%76.09% (+1.3%)

Holders
608
Holders Change
+82
Holders Change %
+15.59%
% of All Funds
7.4%
Holding in Top 10
93
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+29.17%
% of All Funds
1.13%
New
106
Increased
352
Reduced
107
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.02B +$301M +6,814,693 +18%
Morgan Stanley
2
Morgan Stanley
New York
$1.2B +$577M +13,065,920 +95%
CGPCS
3
Capital Group Private Client Services
California
$1.07B +$25.9M +585,780 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$591M +$54.4M +1,233,119 +10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$587M +$21.4M +485,654 +4%
Bank of America
6
Bank of America
North Carolina
$572M +$3.19M +72,182 +0.6%
Wells Fargo
7
Wells Fargo
California
$552M +$114M +2,580,345 +26%
Raymond James Financial
8
Raymond James Financial
Florida
$552M +$56.2M +1,271,969 +11%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$540M +$33.6M +761,802 +7%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$365M +$25M +567,057 +7%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$335M +$67.5M +1,528,478 +25%
Osaic Holdings
12
Osaic Holdings
Arizona
$305M +$43.7M +989,446 +17%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$288M +$49M +1,110,927 +21%
UBS Group
14
UBS Group
Switzerland
$233M +$12.5M +283,016 +6%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$194M +$26.9M +610,100 +16%
MML Investors Services
16
MML Investors Services
Massachusetts
$162M +$13.5M +305,755 +9%
SEIA
17
Signature Estate & Investment Advisors
California
$117M -$3.06M -69,383 -3%
KAS
18
Kestra Advisory Services
Texas
$115M +$14M +317,317 +14%
Stifel Financial
19
Stifel Financial
Missouri
$104M +$24.4M +553,253 +31%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$100M +$3.02M +68,448 +3%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$96.5M +$2.67M +60,360 +3%
KIM
22
Kestra Investment Management
Texas
$93.4M +$18.7M +423,231 +25%
P
23
&Partners
Tennessee
$92.3M +$24.3M +549,490 +36%
JP Morgan Chase
24
JP Morgan Chase
New York
$89.4M +$33.9M +768,155 +55%
FSA
25
Financial Security Advisor
Virginia
$88.7M -$6.36M -144,134 -7%