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Capital Group Global Growth Equity ETF
CGGO

148 hedge funds and large institutions have $1.36B invested in Capital Group Global Growth Equity ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 86 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 21

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

13% more funds holding

Funds holding: 131 → 148 (+17)

11% more capital invested

Capital invested by funds: $1.22B → $1.36B (+$137M)

1.89% more ownership

Funds ownership: 69.11% → 71% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

Holders
148
Holders Change
+17
Holders Change %
+12.98%
% of All Funds
2.35%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
32
Increased
86
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CGPCS
Capital Group Private Client Services
California
+$39.4M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$25.5M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$22.9M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$20M
5
LPL Financial
LPL Financial
California
+$12.4M

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$5.62M
2
MML Investors Services
MML Investors Services
Massachusetts
-$4.74M
3
Jane Street
Jane Street
New York
-$3.31M
4
DJSG
D.J. St. Germain
Massachusetts
-$2.7M
5
WAM
WNY Asset Management
New York
-$2.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
51
FSM Wealth Advisors
Ohio
$2.55M +$438K +18,284 +20%
HighTower Advisors
52
HighTower Advisors
Illinois
$2.5M +$1.72M +71,759 +193%
CBFP
53
Cedar Brook Financial Partners
Ohio
$2.38M +$65K +2,711 +3%
OFS
54
OneAscent Financial Services
Alabama
$2.27M +$2.37M +98,865 New
SB
55
Strategic Blueprint
Georgia
$2.16M +$6.02K +251 +0.3%
AAS
56
Ameritas Advisory Services
Nebraska
$2.14M +$1.03M +43,120 +86%
AssetMark Inc
57
AssetMark Inc
California
$2.12M +$2.22M +92,465 +9,246,500%
LRIA
58
Leonard Rickey Investment Advisors
Washington
$2.1M +$2.2M +91,791 New
SWIM
59
Smallwood Wealth Investment Management
New Jersey
$2.09M +$68.8K +2,868 +3%
TWM
60
Tradition Wealth Management
Minnesota
$1.83M +$337K +14,070 +21%
BBHC
61
Brown Brothers Harriman & Co
New York
$1.82M +$1.9M +79,321 New
SPIA
62
Steward Partners Investment Advisory
New York
$1.8M +$52.4K +2,185 +3%
CA
63
Cetera Advisors
Colorado
$1.77M +$660K +27,546 +55%
LA
64
LVW Advisors
New York
$1.65M +$789K +32,902 +84%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$1.65M +$523K +21,813 +44%
HAS
66
HBW Advisory Services
California
$1.56M +$969K +40,399 +146%
DC
67
Davenport & Co
Virginia
$1.5M +$754K +31,434 +92%
EA
68
Ergawealth Advisors
Illinois
$1.49M -$404K -16,860 -21%
CWS
69
Confluence Wealth Services
Pennsylvania
$1.39M +$124K +5,154 +9%
BCI
70
Brinker Capital Investments
Pennsylvania
$1.39M +$1.02M +42,567 +237%
OPS
71
Orion Portfolio Solutions
Nebraska
$1.39M +$1.02M +42,567 +237%
PAG
72
Private Advisor Group
New Jersey
$1.29M +$604K +25,177 +81%
Mariner
73
Mariner
Kansas
$1.29M +$98.3K +4,101 +8%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$1.14M +$1.19M +49,629 New
HI
75
Harbour Investments
Wisconsin
$1.1M +$518K +21,619 +82%
1 2
3
4 5

CGGO Hedge Fund Activity: Q3 2023 in Review

148 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Capital Group Global Growth Equity ETF (CGGO) for Q3 2023, worth a combined $1.36B — up 11% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CGGO positions and 14 closed out — a net gain of 18 holders — while 86 added to existing stakes and 21 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $39.4M. The largest seller was Old Mission Capital, exiting entirely with an estimated $5.62M sold.

  • 148 institutional investors held Capital Group Global Growth Equity ETF (CGGO) as of Q3 2023, up from 131 in Q2 2023.
  • Funds reported $1.36B of Capital Group Global Growth Equity ETF stock for Q3 2023, up 11% quarter-over-quarter.
  • 32 funds opened new Capital Group Global Growth Equity ETF positions in Q3 2023 and 14 closed out, a net change of +18 holders.
  • The largest Capital Group Global Growth Equity ETF buyer in Q3 2023 was Capital Group Private Client Services, an estimated $39.4M added.
  • The largest Capital Group Global Growth Equity ETF seller in Q3 2023 was Old Mission Capital, an estimated $5.62M sold.

Based on aggregated 13F filings for Q3 2023.