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Capital Group Global Growth Equity ETF

237 hedge funds and large institutions have $2.77B invested in Capital Group Global Growth Equity ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 150 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

436% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 28

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

20% more capital invested

Capital invested by funds: $2.3B → $2.77B (+$471M)

10% more funds holding

Funds holding: 216237 (+21)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.79% more ownership

Funds ownership: 72.16%73.94% (+1.8%)

Holders
237
Holders Change
+21
Holders Change %
+9.72%
% of All Funds
3.42%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
37
Increased
150
Reduced
28
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
126
Professional Financial Advisors
Nebraska
$1.02M -$11K -382 -1%
Cerity Partners
127
Cerity Partners
New York
$962K +$257K +8,880 +37%
AWA
128
Arkadios Wealth Advisors
Georgia
$960K +$242K +8,367 +35%
BAM
129
Belpointe Asset Management
Nevada
$949K +$13.4K +462 +1%
ACM
130
Advance Capital Management
Michigan
$915K +$505K +17,447 +128%
PA
131
Procyon Advisors
Connecticut
$883K -$60K -2,076 -6%
EA
132
Ergawealth Advisors
Illinois
$876K -$244K -8,441 -22%
Creative Planning
133
Creative Planning
Kansas
$874K +$177K +6,104 +26%
EWA
134
EverSource Wealth Advisors
Alabama
$871K -$18.3K -632 -2%
RJT
135
Raymond James Trust
Florida
$867K +$81.8K +2,828 +11%
RA
136
Ruggaard & Associates
Ohio
$797K +$92.1K +3,184 +13%
SFS
137
Sowell Financial Services
Arkansas
$790K +$64.6K +2,235 +9%
CIA
138
Concurrent Investment Advisors
Florida
$770K +$756K +26,139 New
Bank of New York Mellon
139
Bank of New York Mellon
New York
$757K +$743K +25,704 New
Comerica Bank
140
Comerica Bank
Texas
$736K +$87.2K +3,015 +14%
BFA
141
Beacon Financial Advisory
Ohio
$699K +$189K +6,530 +38%
BMWM
142
Brown Miller Wealth Management
Virginia
$695K
KWM
143
Kingsview Wealth Management
Oregon
$694K +$341K +11,796 +100%
MIM
144
Moseley Investment Management
Florida
$686K +$28.1K +970 +4%
FFA
145
Frazier Financial Advisors
Ohio
$675K +$353K +12,224 +114%
MSAM
146
Moloney Securities Asset Management
Missouri
$667K +$125K +4,330 +24%
OW
147
Olistico Wealth
Oklahoma
$664K
SWA
148
Stratos Wealth Advisors
Ohio
$656K +$155K +5,344 +32%
MFG
149
Merit Financial Group
Georgia
$635K +$5.64K +195 +0.9%
VT
150
Vise Technologies
New York
$614K +$147K +5,089 +32%

CGGO Hedge Fund Activity: Q2 2024 in Review

237 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group Global Growth Equity ETF (CGGO) for Q2 2024, worth a combined $2.77B — up 20% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CGGO positions and 13 closed out — a net gain of 24 holders — while 150 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $96.2M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $12M sold.

  • 237 institutional investors held Capital Group Global Growth Equity ETF (CGGO) as of Q2 2024, up from 216 in Q1 2024.
  • Funds reported $2.77B of Capital Group Global Growth Equity ETF stock for Q2 2024, up 20% quarter-over-quarter.
  • 37 funds opened new Capital Group Global Growth Equity ETF positions in Q2 2024 and 13 closed out, a net change of +24 holders.
  • The largest Capital Group Global Growth Equity ETF buyer in Q2 2024 was Morgan Stanley, an estimated $96.2M added.
  • The largest Capital Group Global Growth Equity ETF seller in Q2 2024 was Lincoln National Corp, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2024.