We are live on ! Find out more
CGGO icon

Capital Group Global Growth Equity ETF
CGGO

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: 10 → 12 (+2)

17% more funds holding

Funds holding: 184 → 216 (+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
–

Top Buyers

Rank Fund Capital Flow
1
CGPCS
Capital Group Private Client Services
California
+$55.2M
2
AFA
Arlington Financial Advisors
California
+$26.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$25.1M
4
Wells Fargo
Wells Fargo
California
+$25M
5
SI
Stephens Inc
Arkansas
+$13.7M

Top Sellers

Rank Fund Capital Flow
1
JBA
Johnson Bixby & Associates
Washington
-$6.77M
2
Jane Street
Jane Street
New York
-$5.89M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$4.97M
4
MML Investors Services
MML Investors Services
Massachusetts
-$3.34M
5
DADC
D.A. Davidson & Co
Montana
-$2.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
151
Beacon Financial Advisory
Ohio
$496K -$5.01K -184 -1%
SWA
152
Stratos Wealth Advisors
Ohio
$488K +$461K +16,936 New
CFP
153
Catalyst Financial Partners
Massachusetts
$477K +$96.5K +3,547 +26%
LWM
154
Lodestone Wealth Management
Washington
$470K +$78.1K +2,869 +21%
VT
155
Vise Technologies
New York
$454K +$429K +15,754 New
CP
156
Capital Planning
Washington
$448K +$54 +2 +0%
CFGS
157
Concourse Financial Group Securities
Alabama
$445K -$9.88K -363 -2%
SWMG
158
Signature Wealth Management Group
Georgia
$398K +$3.65K +134 +0.9%
ACM
159
Advance Capital Management
Michigan
$393K +$12.7K +467 +4%
Truist Financial
160
Truist Financial
North Carolina
$366K -$53.2K -1,954 -13%
WCFA
161
Walkner Condon Financial Advisors
Wisconsin
$360K +$13.5K +495 +4%
Renaissance Technologies
162
Renaissance Technologies
New York
$340K -$2.17M -79,900 -87%
KWM
163
Kingsview Wealth Management
Oregon
$340K +$321K +11,793 New
WC
164
Waterloo Capital
Texas
$338K +$844 +31 +0.3%
GF
165
Gimbal Financial
Indiana
$323K – – –
FFA
166
Frazier Financial Advisors
Ohio
$308K +$207K +7,599 +246%
WIC
167
Woodmont Investment Counsel
Tennessee
$303K +$286K +10,525 New
IAS
168
Insigneo Advisory Services
Florida
$299K +$283K +10,389 New
SFC
169
SYM Financial Corp
Indiana
$290K +$274K +10,066 New
GS
170
GTS Securities
New York
$288K +$273K +10,012 New
WCWM
171
Willow Creek Wealth Management
California
$283K +$268K +9,842 New
Bessemer Group
172
Bessemer Group
New Jersey
$281K – – –
JWCA
173
J.W. Cole Advisors
Florida
$278K +$735 +27 +0.3%
TWP
174
Tempus Wealth Planning
California
$277K +$262K +9,625 New
OWA
175
Octavia Wealth Advisors
Ohio
$276K -$8.6K -316 -3%
5 6
7
8 9

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.