We are live on ! Find out more
CGGO icon

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
Morgan Stanley
51
Morgan Stanley
New York
$5.82M +$5.22M +191,833 +1,850%
MCM
52
MAI Capital Management
Ohio
$5.8M +$5.48M +201,372 New
USCWA
53
U.S. Capital Wealth Advisors
Texas
$5.6M -$62.7K -2,305 -1%
CA
54
Carson Advisory
Georgia
$5.57M -$7.65K -281 -0.1%
MA
55
Mutual Advisors
Nebraska
$5.17M +$387K +14,233 +9%
OWA
56
ORBA Wealth Advisors
Illinois
$5.1M +$29.4K +1,080 +0.6%
CWA
57
Clarity Wealth Advisors
California
$4.6M +$1.06M +38,804 +32%
FMN
58
Financial Management Network
California
$4.58M -$169K -6,211 -4%
Natixis Advisors
59
Natixis Advisors
Massachusetts
$4.42M +$4.18M +153,494 New
FWA
60
FSM Wealth Advisors
Ohio
$3.99M -$609K -22,379 -14%
CWS
61
Confluence Wealth Services
Pennsylvania
$3.85M +$603K +22,153 +20%
CBFP
62
Cedar Brook Financial Partners
Ohio
$3.8M +$683K +25,100 +23%
SLWA
63
San Luis Wealth Advisors
California
$3.77M +$87.3K +3,206 +3%
SPIA
64
Steward Partners Investment Advisory
New York
$3.59M +$1.08M +39,755 +47%
PAG
65
Private Advisor Group
New Jersey
$3.55M +$776K +28,524 +30%
AFA
66
AA Financial Advisors
Ohio
$3.37M -$474K -17,423 -13%
AAS
67
Ameritas Advisory Services
Nebraska
$3.34M +$2.2M +80,938 +219%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$3.32M +$2.9M +106,607 +1,234%
SB
69
Strategic Blueprint
Georgia
$3.14M +$236K +8,683 +9%
HighTower Advisors
70
HighTower Advisors
Illinois
$3.12M -$872K -32,031 -23%
CA
71
Cetera Advisors
Colorado
$3.12M -$80.7K -2,964 -3%
TF
72
Threadgill Financial
Texas
$3.01M +$2.85M +104,563 New
OFS
73
OneAscent Financial Services
Alabama
$2.85M -$833K -30,612 -24%
Marshall Wace
74
Marshall Wace
United Kingdom
$2.83M +$2.67M +98,151 New
SWIM
75
Smallwood Wealth Investment Management
New Jersey
$2.81M +$36.1K +1,325 +1%

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.