We are live on ! Find out more
CGGO icon

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
MFG
126
Merit Financial Group
Georgia
$257K -$4.65K -194 -2%
CFP
127
Catalyst Financial Partners
Massachusetts
$234K +$245K +10,205 New
AWM
128
Apollon Wealth Management
South Carolina
$230K +$241K +10,055 New
JWCA
129
J.W. Cole Advisors
Florida
$220K +$23.6K +986 +11%
SN
130
Sittner & Nelson
Oregon
$219K +$151K +6,300 +194%
BAG
131
Bridgewealth Advisory Group
California
$212K +$222K +9,267 New
TFS
132
Thoroughbred Financial Services
Tennessee
$203K +$213K +8,895 New
LF
133
Lantz Financial
Illinois
$201K – – –
Morgan Stanley
134
Morgan Stanley
New York
$138K +$599 +25 +0.4%
WWP
135
WR Wealth Planners
Missouri
$100K +$33.4K +1,394 +47%
LFG
136
Larson Financial Group
Missouri
$43.8K – – –
RG
137
Retirement Group
California
$41.6K – – –
RCM
138
Raleigh Capital Management
North Carolina
$29.2K +$30.5K +1,273 New
PTC
139
Private Trust Company
Ohio
$25.2K +$26.4K +1,101 New
GBT
140
Grove Bank & Trust
Florida
$22.9K +$24K +1,000 New
HNB
141
Huntington National Bank
Ohio
$15K – – –
PB
142
Pinnacle Bancorp
Nebraska
$14.5K +$14.4K +600 New
GRP
143
Global Retirement Partners
California
$13.6K – – –
AF
144
Advisornet Financial
Minnesota
$11.2K +$743 +31 +7%
BC
145
Barrett & Company
Rhode Island
$7.56K +$7.91K +330 New
CFD
146
Creative Financial Designs
Indiana
$5.73K – – –
FHA
147
First Horizon Advisors
Tennessee
$3.73K +$3.91K +163 New
Fidelity Investments
148
Fidelity Investments
Massachusetts
$23 +$24 +1 New
GI
149
Gradient Investments
Minnesota
$21 +$24 +1 New
OMC
150
Old Mission Capital
Illinois
– -$5.62M -231,337 Closed
3 4 5
6
7

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.