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Capital Group Global Growth Equity ETF
CGGO

Overview Fund Activity

293 hedge funds and large institutions have $7.22B invested in Capital Group Global Growth Equity ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 161 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+46
Holders Change %
+18.62%
% of All Funds
3.9%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
60
Increased
161
Reduced
48
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$3.67B
2
Morgan Stanley
Morgan Stanley
New York
$182M
3
LPL Financial
LPL Financial
California
$197M
4
CGPCS
Capital Group Private Client Services
California
$468M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$296M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$490K
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
$0
3
KAS
Kestra Advisory Services
Texas
$21.2M
4
UBS Group
UBS Group
Switzerland
$124M
5
PFS
Prospera Financial Services
Texas
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWC
226
Adamsbrown Wealth Consultants
Kansas
$324K +$6.19K +212 +2%
LF
227
Lantz Financial
Illinois
$311K +$37.3K +1,278 +14%
OWA
228
Octavia Wealth Advisors
Ohio
$308K +$1.67K +57 +0.5%
FF
229
Francis Financial
$307K – – –
SA
230
Sanctuary Advisors
Indiana
$307K -$364K -11,977 -54%
SIM
231
Synergy Investment Management
Florida
$300K +$300K +10,260 New
CW
232
CreativeOne Wealth
Kansas
$296K +$296K +10,123 New
WCWM
233
Willow Creek Wealth Management
California
$288K – – –
Bessemer Group
234
Bessemer Group
New Jersey
$285K – – –
TF
235
Tudor Financial
Ohio
$273K +$25.6K +877 +10%
LC
236
Lincoln Capital
Nebraska
$269K +$269K +9,219 New
ARC
237
Advisor Resource Council
Texas
$264K +$264K +9,040 New
MFA
238
Mayflower Financial Advisors
Massachusetts
$255K – – –
KA
239
Kovack Advisors
Florida
$247K +$247K +8,459 New
BJL
240
Brighton Jones LLC
Washington
$243K +$243K +8,333 New
MWG
241
Martin Worley Group
Utah
$243K +$243K +8,300 New
RA
242
RFG Advisory
Alabama
$242K +$23K +786 +10%
BC
243
Barrett & Company
Rhode Island
$240K +$168K +5,754 +234%
FSA
244
Financial Security Advisor
Virginia
$240K +$1.23K +42 +0.5%
SPC
245
Sigma Planning Corp
Michigan
$234K -$395K -13,521 -63%
LA
246
LexAurum Advisors
Kansas
$230K -$394K -13,492 -63%
CF
247
Centaurus Financial
California
$223K +$223K +7,631 New
HFA
248
High Falls Advisors
New York
$222K -$1.32K -45 -0.6%
Ameriprise
249
Ameriprise
Minnesota
$213K +$213K +7,302 New
ASN
250
Advisory Services Network
Georgia
$212K +$212K +7,260 New
8 9
10
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