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Capital Group Global Growth Equity ETF
CGGO

Overview Fund Activity

293 hedge funds and large institutions have $7.22B invested in Capital Group Global Growth Equity ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 161 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+46
Holders Change %
+18.62%
% of All Funds
3.9%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
60
Increased
161
Reduced
48
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$735M
2
Morgan Stanley
Morgan Stanley
New York
+$36.7M
3
LPL Financial
LPL Financial
California
+$35.3M
4
CGPCS
Capital Group Private Client Services
California
+$27.7M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$27.6M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$14.7M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$9.88M
3
KAS
Kestra Advisory Services
Texas
-$7.85M
4
UBS Group
UBS Group
Switzerland
-$4.24M
5
PFS
Prospera Financial Services
Texas
-$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
151
Professional Financial Advisors
Nebraska
$1.05M +$28.6K +980 +3%
Creative Planning
152
Creative Planning
Kansas
$1.04M -$24.7K -844 -2%
SFWC
153
Strategic Family Wealth Counselors
New Jersey
$1.03M +$337K +11,544 +49%
KW
154
KWB Wealth
California
$979K +$979K +32,482 New
WAM
155
Weatherly Asset Management
California
$974K +$974K +33,333 New
AWA
156
Arkadios Wealth Advisors
Georgia
$966K +$8.59K +294 +0.9%
BAM
157
Belpointe Asset Management
Nevada
$963K -$10.5K -350 -1%
D.E. Shaw & Co
158
D.E. Shaw & Co
New York
$947K +$622K +21,283 +191%
CIA
159
Concurrent Investment Advisors
Florida
$932K +$167K +5,716 +22%
CF
160
Convergence Financial
Missouri
$917K +$62.1K +2,126 +7%
ACM
161
Advance Capital Management
Michigan
$910K +$14.7K +504 +2%
PA
162
Procyon Advisors
Connecticut
$897K +$21K +718 +2%
BFA
163
Beacon Financial Advisory
Ohio
$889K +$113K +3,853 +15%
EWA
164
EverSource Wealth Advisors
Alabama
$884K +$7.19K +246 +0.8%
WWP
165
WR Wealth Planners
Missouri
$879K -$1.37M -46,867 -61%
Cerity Partners
166
Cerity Partners
New York
$877K +$65.3K +2,236 +8%
TWP
167
Tempus Wealth Planning
California
$874K +$182K +6,223 +26%
WCFA
168
Walkner Condon Financial Advisors
Wisconsin
$864K +$20.2K +690 +2%
MWM
169
Mascagni Wealth Management
Mississippi
$845K +$845K +29,826 New
WIC
170
Woodmont Investment Counsel
Tennessee
$832K +$107K +3,657 +15%
RA
171
Ruggaard & Associates
Ohio
$825K -$526 -18 -0.1%
KFP
172
KMG Fiduciary Partners
Ohio
$802K -$67.8K -2,319 -8%
EA
173
Ergawealth Advisors
Illinois
$802K -$68.3K -2,339 -8%
PIA
174
Perennial Investment Advisors
California
$798K +$798K +27,325 New
SCM
175
Saxony Capital Management
Missouri
$793K +$497 +17 +0.1%
5 6
7
8 9