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Capital Group Global Growth Equity ETF

216 hedge funds and large institutions have $2.3B invested in Capital Group Global Growth Equity ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 111 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 9

141% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 46

29% more capital invested

Capital invested by funds: $1.78B → $2.3B (+$518M)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

17% more funds holding

Funds holding: 184216 (+32)

0.16% more ownership

Funds ownership: 72%72.16% (+0.16%)

Holders
216
Holders Change
+32
Holders Change %
+17.39%
% of All Funds
3.11%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
43
Increased
111
Reduced
46
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$19.5M -$2.26M -82,953 -11%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$18.9M -$4.97M -182,591 -22%
NA
28
NewEdge Advisors
Louisiana
$17.8M +$2.56M +93,977 +18%
KAS
29
Kestra Advisory Services
Texas
$17.3M +$1.5M +55,118 +10%
RWP
30
Reliant Wealth Planning
Kentucky
$17.2M -$1.68M -61,800 -9%
SI
31
Stephens Inc
Arkansas
$14.5M +$13.7M +504,370 New
Stifel Financial
32
Stifel Financial
Missouri
$13.3M +$870K +31,966 +7%
OMC
33
Old Mission Capital
Illinois
$12.3M -$449K -16,493 -4%
BFG
34
Bleakley Financial Group
New Jersey
$12.1M -$252K -9,252 -2%
SW
35
Simplicity Wealth
New Jersey
$12.1M +$11.5M +421,477 New
LNC
36
Lincoln National Corp
Pennsylvania
$12M +$2.47M +90,912 +28%
LA
37
LVW Advisors
New York
$11.2M +$5.78M +212,373 +121%
MSFS
38
Main Street Financial Solutions
Pennsylvania
$10.4M +$225K +8,250 +2%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$10.3M +$129K +4,747 +1%
CSPIA
40
Cary Street Partners Investment Advisory
Virginia
$9M +$247K +9,066 +3%
WMA
41
West Michigan Advisors
Michigan
$8.39M -$71.5K -2,627 -0.9%
PGFC
42
Peapack-Gladstone Financial Corp
New Jersey
$7.67M +$62.6K +2,300 +0.9%
FWS
43
FinDec Wealth Services
California
$7.63M -$18.3K -671 -0.3%
AWM
44
Axxcess Wealth Management
California
$7.15M -$995K -36,570 -13%
SFA
45
Souders Financial Advisors
Ohio
$6.94M +$247K +9,073 +4%
NF
46
NavPoint Financial
Minnesota
$6.84M +$132K +4,831 +2%
SWP
47
Stratos Wealth Partners
Ohio
$6.73M +$825K +30,301 +15%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$6.61M +$6.25M +229,644 New
GKWIM
49
Gerber Kawasaki Wealth & Investment Management
California
$6.21M -$35.8K -1,316 -0.6%
VA
50
Valmark Advisers
Ohio
$6.04M +$1.5M +55,165 +36%

CGGO Hedge Fund Activity: Q1 2024 in Review

216 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Capital Group Global Growth Equity ETF (CGGO) for Q1 2024, worth a combined $2.3B — up 29% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CGGO positions and 9 closed out — a net gain of 34 holders — while 111 added to existing stakes and 46 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $55.2M. The largest seller was Johnson Bixby & Associates, cutting an estimated $6.77M.

  • 216 institutional investors held Capital Group Global Growth Equity ETF (CGGO) as of Q1 2024, up from 184 in Q4 2023.
  • Funds reported $2.3B of Capital Group Global Growth Equity ETF stock for Q1 2024, up 29% quarter-over-quarter.
  • 43 funds opened new Capital Group Global Growth Equity ETF positions in Q1 2024 and 9 closed out, a net change of +34 holders.
  • The largest Capital Group Global Growth Equity ETF buyer in Q1 2024 was Capital Group Private Client Services, an estimated $55.2M added.
  • The largest Capital Group Global Growth Equity ETF seller in Q1 2024 was Johnson Bixby & Associates, an estimated $6.77M sold.

Based on aggregated 13F filings for Q1 2024.