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Capital Group Global Growth Equity ETF
CGGO

97 hedge funds and large institutions have $703M invested in Capital Group Global Growth Equity ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,350% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 2

1,350% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 4

94% more capital invested

Capital invested by funds: $363M → $703M (+$340M)

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

35% more funds holding

Funds holding: 72 → 97 (+25)

1.79% more ownership

Funds ownership: 70.06% → 71.85% (+1.8%)

Holders
97
Holders Change
+25
Holders Change %
+34.72%
% of All Funds
1.56%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
29
Increased
58
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$34.5M
2
DJSG
D.J. St. Germain
Massachusetts
+$28.5M
3
RJA
Raymond James & Associates
Florida
+$24.3M
4
CGPCS
Capital Group Private Client Services
California
+$23.7M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$18.1M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$355K
2
HW
Hamilton Wealth
California
-$252K
3
SWMG
Signature Wealth Management Group
Georgia
-$198K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$80.5K
5
AWM
Axxcess Wealth Management
California
-$44.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$5.55M +$2.56M +125,487 +91%
SFA
27
Souders Financial Advisors
Ohio
$4.99M +$483K +23,643 +11%
MSFS
28
Main Street Financial Solutions
Pennsylvania
$4.89M +$744K +36,403 +19%
USCWA
29
U.S. Capital Wealth Advisors
Texas
$4.17M +$290K +14,182 +8%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$4.12M +$2.15M +105,335 +116%
PGFC
31
Peapack-Gladstone Financial Corp
New Jersey
$3.75M +$2.3M +112,500 +170%
CSPIA
32
Cary Street Partners Investment Advisory
Virginia
$3.59M +$106K +5,193 +3%
CA
33
Carson Advisory
Georgia
$3.36M +$330K +16,150 +11%
MWM
34
Madison Wealth Management
Ohio
$3.15M +$1.09M +53,278 +55%
FMN
35
Financial Management Network
California
$3.12M +$761K +37,251 +34%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$2.71M +$648K +31,728 +33%
EA
37
Ergawealth Advisors
Illinois
$2.53M +$2.46M +120,509 New
SB
38
Strategic Blueprint
Georgia
$2.49M +$312K +15,254 +15%
OMC
39
Old Mission Capital
Illinois
$2.48M +$2.41M +117,950 New
Wells Fargo
40
Wells Fargo
California
$2.29M +$2.23M +108,939 New
CBFP
41
Cedar Brook Financial Partners
Ohio
$2.11M +$1.7M +83,072 +482%
AAS
42
Ameritas Advisory Services
Nebraska
$1.91M +$1.86M +91,086 New
SWIM
43
Smallwood Wealth Investment Management
New Jersey
$1.9M +$865K +42,344 +88%
FWA
44
FSM Wealth Advisors
Ohio
$1.9M +$988K +48,350 +115%
MA
45
Mutual Advisors
Nebraska
$1.88M +$538K +26,309 +42%
Capital International Investors
46
Capital International Investors
California
$1.68M – – –
AFA
47
Arlington Financial Advisors
California
$1.55M +$1.51M +73,977 New
CP
48
Capital Planning
Washington
$1.38M +$1.34M +65,749 New
Citadel Advisors
49
Citadel Advisors
Florida
$1.32M +$1.28M +62,724 New
BAM
50
Belpointe Asset Management
Nevada
$1.28M +$723K +35,390 +138%
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CGGO Hedge Fund Activity: Q4 2022 in Review

97 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Capital Group Global Growth Equity ETF (CGGO) for Q4 2022, worth a combined $703M — up 94% from $363M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CGGO positions and 2 closed out — a net gain of 27 holders — while 58 added to existing stakes and 4 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $34.5M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $355K sold.

  • 97 institutional investors held Capital Group Global Growth Equity ETF (CGGO) as of Q4 2022, up from 72 in Q3 2022.
  • Funds reported $703M of Capital Group Global Growth Equity ETF stock for Q4 2022, up 94% quarter-over-quarter.
  • 29 funds opened new Capital Group Global Growth Equity ETF positions in Q4 2022 and 2 closed out, a net change of +27 holders.
  • The largest Capital Group Global Growth Equity ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $34.5M added.
  • The largest Capital Group Global Growth Equity ETF seller in Q4 2022 was Flow Traders U.S., an estimated $355K sold.

Based on aggregated 13F filings for Q4 2022.