CGGE

Capital Group Global Equity ETF
CGGE

Overview Fund Activity

80 hedge funds and large institutions have $454M invested in Capital Group Global Equity ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 34 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+36
Holders Change %
+81.82%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
38
Increased
34
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$114M
2
CGPCS
Capital Group Private Client Services
California
$80.5M
3
LFG
Larson Financial Group
Missouri
$23.5M
4
IPA
Investment Planning Advisors
Georgia
$16.8M
5
NA
NewEdge Advisors
Louisiana
$12.5M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
$3.38M
2
Capital International Investors
Capital International Investors
California
$2.38M
3
Jane Street
Jane Street
New York
$1.01M
4
AWS
Atria Wealth Solutions
New York
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$592K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWP
51
Gateway Wealth Partners
Wisconsin
$667K +$106K +3,637 +19%
Stifel Financial
52
Stifel Financial
Missouri
$608K +$336K +11,500 +123%
Osaic Holdings
53
Osaic Holdings
Arizona
$592K -$280K -9,955 -32%
SFS
54
Security Financial Services
Indiana
$567K +$567K +19,426 New
OP
55
ORG Partners
Indiana
$550K +$515K +17,735 +1,460%
BWP
56
Balboa Wealth Partners
Arizona
$442K +$442K +15,145 New
IWC
57
Integrated Wealth Concepts
Massachusetts
$421K +$421K +14,410 New
BFG
58
Bleakley Financial Group
New Jersey
$297K +$847 +29 +0.3%
TFS
59
Thoroughbred Financial Services
Tennessee
$289K +$289K +9,919 New
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$263K +$263K +8,995 New
MCA
61
MSH Capital Advisors
Arizona
$261K +$261K +8,953 New
MA
62
Mutual Advisors
Nebraska
$256K +$256K +8,601 New
CL
63
CLG LLC
California
$249K +$249K +8,514 New
DC
64
Davenport & Co
Virginia
$245K +$245K +8,400 New
ARC
65
Advisor Resource Council
Texas
$229K +$229K +7,840 New
MFA
66
Mayflower Financial Advisors
Massachusetts
$221K +$221K +7,567 New
GWM
67
Geneos Wealth Management
Colorado
$208K +$175K +6,007 +535%
AFM
68
Armstrong Fleming & Moore
District of Columbia
$207K +$207K +7,089 New
PA
69
PFG Advisors
Arizona
$202K +$202K +6,904 New
SN
70
Sittner & Nelson
Oregon
$201K – – –
WA
71
Whipplewood Advisors
Colorado
$42.3K +$42.3K +1,450 New
IA
72
IFP Advisors
Florida
$35.3K +$15.7K +539 +80%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$29K +$29K +983 New
FFA
74
Farther Finance Advisors
California
$18.1K +$18.1K +621 New
Morgan Stanley
75
Morgan Stanley
New York
$10.5K +$10.5K +358 New
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