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Capital Group Global Growth Equity ETF

72 hedge funds and large institutions have $363M invested in Capital Group Global Growth Equity ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 7

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

65% more capital invested

Capital invested by funds: $220M → $363M (+$143M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

31% more funds holding

Funds holding: 5572 (+17)

8.23% less ownership

Funds ownership: 78.29%70.06% (-8.2%)

Holders
72
Holders Change
+17
Holders Change %
+30.91%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
36
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
1
Capital Group Private Client Services
California
$72.5M +$36.5M +1,753,628 +83%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$48.6M +$26M +1,248,119 +93%
RJA
3
Raymond James & Associates
Florida
$42.3M +$40.8M +1,960,796 +651%
Osaic Holdings
4
Osaic Holdings
Arizona
$19.3M +$2.24M +107,930 +12%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$18.8M +$18.1M +869,614 +651%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$12.5M +$3.98M +191,455 +40%
LPL Financial
7
LPL Financial
California
$12.1M +$8.55M +410,959 +176%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$12M +$904K +43,451 +7%
UBS Group
9
UBS Group
Switzerland
$11.3M +$2.38M +114,651 +24%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.91M +$7.56M +363,526 +321%
NA
11
NewEdge Advisors
Louisiana
$8.8M +$5.25M +252,266 +115%
DADC
12
D.A. Davidson & Co
Montana
$8.17M +$9.09M +436,905 New
AWM
13
Axxcess Wealth Management
California
$6.86M +$453K +21,800 +6%
WAM
14
WNY Asset Management
New York
$6.84M +$484K +23,271 +7%
FC
15
Financial Council
Maryland
$6.65M +$817K +39,288 +12%
MML Investors Services
16
MML Investors Services
Massachusetts
$5.78M +$2.58M +124,210 +67%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.78M +$2.73M +131,464 +74%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$5.38M +$3.31M +159,032 +124%
SFA
19
Souders Financial Advisors
Ohio
$4M +$4.45M +213,762 New
MSFS
20
Main Street Financial Solutions
Pennsylvania
$3.67M +$3.08M +147,879 +305%
USCWA
21
U.S. Capital Wealth Advisors
Texas
$3.44M +$395K +19,013 +12%
LNC
22
Lincoln National Corp
Pennsylvania
$3.43M +$1.98M +95,192 +108%
CSPIA
23
Cary Street Partners Investment Advisory
Virginia
$3.09M +$3.44M +165,458 New
CA
24
Carson Advisory
Georgia
$2.69M +$2.99M +143,799 New
Stifel Financial
25
Stifel Financial
Missouri
$2.59M +$1.73M +83,153 +150%

CGGO Hedge Fund Activity: Q3 2022 in Review

72 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Capital Group Global Growth Equity ETF (CGGO) for Q3 2022, worth a combined $363M — up 65% from $220M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CGGO positions and 7 closed out — a net gain of 17 holders — while 36 added to existing stakes and 7 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $40.8M. The largest seller was Capital International Investors, cutting an estimated $15.1M.

  • 72 institutional investors held Capital Group Global Growth Equity ETF (CGGO) as of Q3 2022, up from 55 in Q2 2022.
  • Funds reported $363M of Capital Group Global Growth Equity ETF stock for Q3 2022, up 65% quarter-over-quarter.
  • 24 funds opened new Capital Group Global Growth Equity ETF positions in Q3 2022 and 7 closed out, a net change of +17 holders.
  • The largest Capital Group Global Growth Equity ETF buyer in Q3 2022 was Raymond James & Associates, an estimated $40.8M added.
  • The largest Capital Group Global Growth Equity ETF seller in Q3 2022 was Capital International Investors, an estimated $15.1M sold.

Based on aggregated 13F filings for Q3 2022.