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Capital Group Global Growth Equity ETF

111 hedge funds and large institutions have $915M invested in Capital Group Global Growth Equity ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

233% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 18

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

30% more capital invested

Capital invested by funds: $703M → $915M (+$213M)

14% more funds holding

Funds holding: 97111 (+14)

3.85% less ownership

Funds ownership: 71.85%68% (-3.8%)

Holders
111
Holders Change
+14
Holders Change %
+14.43%
% of All Funds
1.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
22
Increased
60
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
1
Capital Group Private Client Services
California
$144M +$26.8M +1,199,722 +24%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$119M +$19.8M +885,795 +21%
RJA
3
Raymond James & Associates
Florida
$76.6M -$2.89M -129,229 -4%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$50.3M +$17M +759,342 +53%
LPL Financial
5
LPL Financial
California
$42.7M +$11.4M +510,786 +38%
UBS Group
6
UBS Group
Switzerland
$37M +$16.4M +735,822 +85%
WAM
7
WNY Asset Management
New York
$34.6M +$12.2M +544,796 +57%
Osaic Holdings
8
Osaic Holdings
Arizona
$33.3M +$3.39M +151,731 +12%
MML Investors Services
9
MML Investors Services
Massachusetts
$32.3M +$16.3M +731,651 +110%
JBA
10
Johnson Bixby & Associates
Washington
$23.8M +$23.1M +1,033,106 New
FC
11
Financial Council
Maryland
$22.6M +$262K +11,738 +1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$21.3M +$11.8M +527,021 +132%
H
13
HoyleCohen
California
$20.3M +$40.9K +1,833 +0.2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$19.7M -$1.44M -64,375 -7%
DADC
15
D.A. Davidson & Co
Montana
$17.4M +$589K +26,393 +4%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$16.9M +$414K +18,550 +3%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$15M +$2.34M +104,888 +19%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$14.8M +$1.63M +72,984 +13%
NA
19
NewEdge Advisors
Louisiana
$11.7M +$437K +19,549 +4%
BFG
20
Bleakley Financial Group
New Jersey
$8.51M -$177K -7,924 -2%
SS
21
Simplicity Solutions
Minnesota
$8.51M +$8.25M +369,196 New
AWM
22
Axxcess Wealth Management
California
$8.14M -$267K -11,936 -3%
KAS
23
Kestra Advisory Services
Texas
$7.77M +$346K +15,474 +5%
Stifel Financial
24
Stifel Financial
Missouri
$7.43M +$1.3M +58,127 +22%
CAN
25
Cetera Advisor Networks
California
$6.76M +$97.2K +4,351 +2%

CGGO Hedge Fund Activity: Q1 2023 in Review

111 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Capital Group Global Growth Equity ETF (CGGO) for Q1 2023, worth a combined $915M — up 30% from $703M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CGGO positions and 6 closed out — a net gain of 16 holders — while 60 added to existing stakes and 18 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $26.8M. The largest seller was Jane Street, exiting entirely with an estimated $7.44M sold.

  • 111 institutional investors held Capital Group Global Growth Equity ETF (CGGO) as of Q1 2023, up from 97 in Q4 2022.
  • Funds reported $915M of Capital Group Global Growth Equity ETF stock for Q1 2023, up 30% quarter-over-quarter.
  • 22 funds opened new Capital Group Global Growth Equity ETF positions in Q1 2023 and 6 closed out, a net change of +16 holders.
  • The largest Capital Group Global Growth Equity ETF buyer in Q1 2023 was Capital Group Private Client Services, an estimated $26.8M added.
  • The largest Capital Group Global Growth Equity ETF seller in Q1 2023 was Jane Street, an estimated $7.44M sold.

Based on aggregated 13F filings for Q1 2023.