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Capital Group Global Growth Equity ETF

237 hedge funds and large institutions have $2.77B invested in Capital Group Global Growth Equity ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 150 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

436% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 28

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

20% more capital invested

Capital invested by funds: $2.3B → $2.77B (+$471M)

10% more funds holding

Funds holding: 216237 (+21)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.79% more ownership

Funds ownership: 72.16%73.94% (+1.8%)

Holders
237
Holders Change
+21
Holders Change %
+9.72%
% of All Funds
3.42%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
37
Increased
150
Reduced
28
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
26
D.J. St. Germain
Massachusetts
$25.2M +$386K +13,355 +2%
Corient Private Wealth
27
Corient Private Wealth
Florida
$21.6M -$284K -9,830 -1%
NA
28
NewEdge Advisors
Louisiana
$20.7M +$2.43M +83,976 +14%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$20.1M +$709K +24,518 +4%
DADC
30
D.A. Davidson & Co
Montana
$19.7M -$224K -7,737 -1%
RWP
31
Reliant Wealth Planning
Kentucky
$18.7M +$1.08M +37,339 +6%
SEI Investments
32
SEI Investments
Pennsylvania
$18.6M +$18.2M +630,383 New
SI
33
Stephens Inc
Arkansas
$15.9M +$1.04M +36,070 +7%
Stifel Financial
34
Stifel Financial
Missouri
$14.8M +$1.18M +40,789 +9%
LA
35
LVW Advisors
New York
$13.3M +$1.9M +65,556 +17%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$12.4M +$8.8M +304,280 +264%
PWP
37
Principle Wealth Partners
Connecticut
$11.4M +$10.5M +363,878 +1,644%
MSFS
38
Main Street Financial Solutions
Pennsylvania
$11.2M +$589K +20,378 +6%
BFG
39
Bleakley Financial Group
New Jersey
$11.2M -$1.17M -40,342 -10%
SW
40
Simplicity Wealth
New Jersey
$11.2M -$1.17M -40,342 -10%
PAG
41
Private Advisor Group
New Jersey
$11.1M +$7.37M +254,691 +206%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$10.9M +$340K +11,771 +3%
AWM
43
Axxcess Wealth Management
California
$9.23M +$1.88M +65,093 +26%
PGFC
44
Peapack-Gladstone Financial Corp
New Jersey
$8.36M +$514K +17,775 +7%
WMA
45
West Michigan Advisors
Michigan
$8.3M -$326K -11,274 -4%
CSPIA
46
Cary Street Partners Investment Advisory
Virginia
$8.22M -$964K -33,332 -11%
FWS
47
FinDec Wealth Services
California
$7.81M +$9.51K +329 +0.1%
IPA
48
Investment Planning Advisors
Georgia
$7.39M +$7.26M +251,138 New
SFA
49
Souders Financial Advisors
Ohio
$7.33M +$231K +7,977 +3%
OMC
50
Old Mission Capital
Illinois
$7.31M -$5.16M -178,286 -42%

CGGO Hedge Fund Activity: Q2 2024 in Review

237 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group Global Growth Equity ETF (CGGO) for Q2 2024, worth a combined $2.77B — up 20% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CGGO positions and 13 closed out — a net gain of 24 holders — while 150 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $96.2M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $12M sold.

  • 237 institutional investors held Capital Group Global Growth Equity ETF (CGGO) as of Q2 2024, up from 216 in Q1 2024.
  • Funds reported $2.77B of Capital Group Global Growth Equity ETF stock for Q2 2024, up 20% quarter-over-quarter.
  • 37 funds opened new Capital Group Global Growth Equity ETF positions in Q2 2024 and 13 closed out, a net change of +24 holders.
  • The largest Capital Group Global Growth Equity ETF buyer in Q2 2024 was Morgan Stanley, an estimated $96.2M added.
  • The largest Capital Group Global Growth Equity ETF seller in Q2 2024 was Lincoln National Corp, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2024.