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Capital Group Global Growth Equity ETF
CGGO

111 hedge funds and large institutions have $915M invested in Capital Group Global Growth Equity ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

233% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 18

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

30% more capital invested

Capital invested by funds: $703M → $915M (+$213M)

14% more funds holding

Funds holding: 97 → 111 (+14)

3.85% less ownership

Funds ownership: 71.85% → 68% (-3.8%)

Holders
111
Holders Change
+14
Holders Change %
+14.43%
% of All Funds
1.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
22
Increased
60
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CGPCS
Capital Group Private Client Services
California
+$26.8M
2
JBA
Johnson Bixby & Associates
Washington
+$23.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$19.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$17M
5
UBS Group
UBS Group
Switzerland
+$16.4M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$7.44M
2
RJA
Raymond James & Associates
Florida
-$2.89M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.44M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.32M
5
CP
Capital Planning
Washington
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
26
Lincoln National Corp
Pennsylvania
$6.61M +$501K +22,452 +8%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$5.96M +$2.89M +129,298 +100%
SFA
28
Souders Financial Advisors
Ohio
$5.76M +$281K +12,562 +5%
Wells Fargo
29
Wells Fargo
California
$5.63M +$3.02M +135,278 +124%
MSFS
30
Main Street Financial Solutions
Pennsylvania
$5.47M +$105K +4,686 +2%
FWS
31
FinDec Wealth Services
California
$5.21M +$5.05M +226,147 New
USCWA
32
U.S. Capital Wealth Advisors
Texas
$4.69M +$110K +4,906 +2%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$4.52M -$1.32K -59 -0%
PGFC
34
Peapack-Gladstone Financial Corp
New Jersey
$4.44M +$308K +13,800 +8%
OMC
35
Old Mission Capital
Illinois
$4.16M +$1.4M +62,550 +53%
MWM
36
Madison Wealth Management
Ohio
$3.83M +$360K +16,105 +11%
CA
37
Carson Advisory
Georgia
$3.8M +$106K +4,753 +3%
FMN
38
Financial Management Network
California
$3.42M +$32.5K +1,453 +1%
SB
39
Strategic Blueprint
Georgia
$3.39M +$635K +28,428 +24%
CSPIA
40
Cary Street Partners Investment Advisory
Virginia
$3.13M -$777K -34,788 -20%
MA
41
Mutual Advisors
Nebraska
$2.39M +$316K +14,156 +16%
CBFP
42
Cedar Brook Financial Partners
Ohio
$2.33M +$12K +537 +0.5%
BFS
43
Bard Financial Services
Connecticut
$2.27M +$1.15M +51,350 +109%
EA
44
Ergawealth Advisors
Illinois
$2.2M -$556K -24,907 -21%
SWIM
45
Smallwood Wealth Investment Management
New Jersey
$2.11M +$22.6K +1,012 +1%
FWA
46
FSM Wealth Advisors
Ohio
$2.04M -$41.6K -1,863 -2%
AAS
47
Ameritas Advisory Services
Nebraska
$1.82M -$282K -12,618 -14%
SPIA
48
Steward Partners Investment Advisory
New York
$1.74M +$550K +24,641 +48%
BAM
49
Belpointe Asset Management
Nevada
$1.57M +$156K +7,007 +11%
TWM
50
Tradition Wealth Management
Minnesota
$1.42M +$1.37M +61,466 New
1
2
3 4 5

CGGO Hedge Fund Activity: Q1 2023 in Review

111 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Capital Group Global Growth Equity ETF (CGGO) for Q1 2023, worth a combined $915M — up 30% from $703M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CGGO positions and 6 closed out — a net gain of 16 holders — while 60 added to existing stakes and 18 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $26.8M. The largest seller was Jane Street, exiting entirely with an estimated $7.44M sold.

  • 111 institutional investors held Capital Group Global Growth Equity ETF (CGGO) as of Q1 2023, up from 97 in Q4 2022.
  • Funds reported $915M of Capital Group Global Growth Equity ETF stock for Q1 2023, up 30% quarter-over-quarter.
  • 22 funds opened new Capital Group Global Growth Equity ETF positions in Q1 2023 and 6 closed out, a net change of +16 holders.
  • The largest Capital Group Global Growth Equity ETF buyer in Q1 2023 was Capital Group Private Client Services, an estimated $26.8M added.
  • The largest Capital Group Global Growth Equity ETF seller in Q1 2023 was Jane Street, an estimated $7.44M sold.

Based on aggregated 13F filings for Q1 2023.