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Capital Group Global Growth Equity ETF

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: 57 (+2)

30% more capital invested

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

14% more funds holding

Funds holding: 97111 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
76
Raymond James Trust
Florida
$412K
CA
77
Cetera Advisors
Colorado
$405K
FA
78
Fermata Advisors
California
$404K +$392K +17,530 New
PAG
79
Private Advisor Group
New Jersey
$393K +$157K +7,008 +70%
SWMG
80
Signature Wealth Management Group
Georgia
$366K -$16.7K -747 -4%
CP
81
Capital Planning
Washington
$362K -$1.12M -50,040 -76%
1WA
82
180 Wealth Advisors
Washington
$355K +$50.7K +2,272 +17%
PFS
83
Prospera Financial Services
Texas
$354K +$102K +4,580 +42%
VF
84
Virtu Financial
New York
$341K +$330K +14,789 New
BCI
85
Brinker Capital Investments
Pennsylvania
$332K +$321K +14,376 New
OPS
86
Orion Portfolio Solutions
Nebraska
$332K +$321K +14,376 New
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$331K
CFGS
88
Concourse Financial Group Securities
Alabama
$326K
BFA
89
Beacon Financial Advisory
Ohio
$326K +$101K +4,515 +47%
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$320K +$41.9K +1,877 +16%
VA
91
Valmark Advisers
Ohio
$319K -$13.4K -600 -4%
HighTower Advisors
92
HighTower Advisors
Illinois
$296K +$287K +12,849 New
FFS
93
Founders Financial Securities
Maryland
$284K +$275K +12,300 New
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$275K +$58.3K +2,611 +28%
Creative Planning
95
Creative Planning
Kansas
$273K +$264K +11,837 New
IAIM
96
International Assets Investment Management
Florida
$208K +$202K +9,030 New
LF
97
Lantz Financial
Illinois
$203K +$196K +8,790 New
Morgan Stanley
98
Morgan Stanley
New York
$127K +$119K +5,345 +3,020%
EWA
99
EverSource Wealth Advisors
Alabama
$88.8K +$46.2K +2,069 +116%
SN
100
Sittner & Nelson
Oregon
$74.9K

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.