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Capital Group Global Growth Equity ETF

97 hedge funds and large institutions have $703M invested in Capital Group Global Growth Equity ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,350% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 2

1,350% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 4

94% more capital invested

Capital invested by funds: $363M → $703M (+$340M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

35% more funds holding

Funds holding: 7297 (+25)

1.79% more ownership

Funds ownership: 70.06%71.85% (+1.8%)

Holders
97
Holders Change
+25
Holders Change %
+34.72%
% of All Funds
1.56%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
29
Increased
58
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
1
Capital Group Private Client Services
California
$106M +$23.7M +1,158,232 +30%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$90M +$34.5M +1,686,994 +65%
RJA
3
Raymond James & Associates
Florida
$72.5M +$24.3M +1,189,927 +53%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$32.7M +$18.1M +886,277 +133%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$29.9M +$8.6M +420,918 +42%
LPL Financial
6
LPL Financial
California
$28.1M +$14.2M +694,992 +108%
Osaic Holdings
7
Osaic Holdings
Arizona
$27.2M +$5.34M +261,307 +25%
FC
8
Financial Council
Maryland
$20.3M +$12.5M +611,117 +172%
WAM
9
WNY Asset Management
New York
$20.1M +$12.1M +591,566 +162%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$19.3M +$9.04M +442,098 +93%
H
11
HoyleCohen
California
$18.4M +$17.7M +865,684 +7,253%
UBS Group
12
UBS Group
Switzerland
$18.3M +$5.48M +267,944 +45%
DADC
13
D.A. Davidson & Co
Montana
$15.3M +$5.94M +290,671 +67%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$15M +$1.49M +72,825 +11%
DJSG
15
D.J. St. Germain
Massachusetts
$14.7M +$28.5M +1,393,794 New
MML Investors Services
16
MML Investors Services
Massachusetts
$14M +$7.31M +357,611 +116%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$12M +$5.34M +261,342 +85%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$11.4M +$10.7M +523,449 +2,607%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$8.36M +$2.25M +110,279 +38%
BFG
20
Bleakley Financial Group
New Jersey
$7.92M +$7.71M +377,120 New
AWM
21
Axxcess Wealth Management
California
$7.66M -$44.9K -2,196 -0.6%
Jane Street
22
Jane Street
New York
$7.44M +$7.24M +354,251 New
KAS
23
Kestra Advisory Services
Texas
$6.76M +$3.79M +185,303 +136%
CAN
24
Cetera Advisor Networks
California
$6.07M +$4.76M +232,717 +413%
LNC
25
Lincoln National Corp
Pennsylvania
$5.56M +$1.66M +81,032 +44%

CGGO Hedge Fund Activity: Q4 2022 in Review

97 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Capital Group Global Growth Equity ETF (CGGO) for Q4 2022, worth a combined $703M — up 94% from $363M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CGGO positions and 2 closed out — a net gain of 27 holders — while 58 added to existing stakes and 4 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $34.5M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $355K sold.

  • 97 institutional investors held Capital Group Global Growth Equity ETF (CGGO) as of Q4 2022, up from 72 in Q3 2022.
  • Funds reported $703M of Capital Group Global Growth Equity ETF stock for Q4 2022, up 94% quarter-over-quarter.
  • 29 funds opened new Capital Group Global Growth Equity ETF positions in Q4 2022 and 2 closed out, a net change of +27 holders.
  • The largest Capital Group Global Growth Equity ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $34.5M added.
  • The largest Capital Group Global Growth Equity ETF seller in Q4 2022 was Flow Traders U.S., an estimated $355K sold.

Based on aggregated 13F filings for Q4 2022.