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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
TCWM
76
Total Clarity Wealth Management
Illinois
$1.07M +$881K +36,742 +362%
VAS
77
Vestmark Advisory Solutions
Massachusetts
$1.07M +$1.12M +46,817 New
FAIM
78
Financial Advocates Investment Management
Washington
$1.04M +$202K +8,416 +23%
CRI
79
Colonial River Investments
Virginia
$974K +$1.02M +42,507 New
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$974K +$757K +31,588 +290%
NS
81
NBC Securities
Alabama
$948K +$992K +41,380 New
AFM
82
Armstrong Fleming & Moore
District of Columbia
$928K +$1.77K +74 +0.2%
AFA
83
Arlington Financial Advisors
California
$884K – – –
PA
84
PFG Advisors
Arizona
$862K +$38.9K +1,624 +5%
MWM
85
Meridian Wealth Management
Kentucky
$844K +$107K +4,475 +14%
IWC
86
Integrated Wealth Concepts
Massachusetts
$832K +$659K +27,486 +312%
Bank of America
87
Bank of America
North Carolina
$819K +$856K +35,716 New
P
88
&Partners
Tennessee
$813K +$623 +26 +0.1%
FA
89
Fermata Advisors
California
$749K +$784K +32,692 New
Capital International Investors
90
Capital International Investors
California
$736K -$17.4K -724 -2%
BAM
91
Belpointe Asset Management
Nevada
$731K – – –
PFA
92
Professional Financial Advisors
Nebraska
$721K -$8.68K -362 -1%
SFS
93
Sowell Financial Services
Arkansas
$717K -$860K -35,884 -53%
SWM
94
Silverlake Wealth Management
Vermont
$715K +$49.6K +2,069 +7%
FP
95
Financial Perspectives
Minnesota
$701K +$201K +8,391 +38%
Envestnet Portfolio Solutions
96
Envestnet Portfolio Solutions
Illinois
$637K +$666K +27,781 New
AAS
97
Avantax Advisory Services
Texas
$628K +$322K +13,431 +96%
MIM
98
Moseley Investment Management
Florida
$628K +$56.6K +2,360 +9%
Koshinski Asset Management
99
Koshinski Asset Management
Illinois
$604K +$243K +10,154 +63%
PA
100
Procyon Advisors
Connecticut
$598K -$14.3K -597 -2%
2 3
4
5 6

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.