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Capital Group Global Growth Equity ETF

131 hedge funds and large institutions have $1.22B invested in Capital Group Global Growth Equity ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 5

353% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 17

33% more capital invested

Capital invested by funds: $915M → $1.22B (+$304M)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

18% more funds holding

Funds holding: 111131 (+20)

1.1% more ownership

Funds ownership: 68%69.11% (+1.1%)

Holders
131
Holders Change
+20
Holders Change %
+18.02%
% of All Funds
2.06%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
25
Increased
77
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
1
Capital Group Private Client Services
California
$175M +$22.9M +972,663 +16%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$131M +$5.07M +215,398 +4%
RJA
3
Raymond James & Associates
Florida
$83.4M +$2.56M +108,837 +3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$65.4M +$12M +508,721 +23%
UBS Group
5
UBS Group
Switzerland
$65.1M +$25.3M +1,076,326 +67%
LPL Financial
6
LPL Financial
California
$52.1M +$6.9M +293,078 +16%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$46.6M +$4.03M +170,939 +10%
Osaic Holdings
8
Osaic Holdings
Arizona
$41.6M +$6.34M +269,283 +19%
MML Investors Services
9
MML Investors Services
Massachusetts
$41.6M +$7.4M +314,102 +22%
WAM
10
WNY Asset Management
New York
$33M -$3.41M -144,637 -10%
JBA
11
Johnson Bixby & Associates
Washington
$30.8M +$5.58M +236,735 +23%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$26.5M +$3.91M +166,189 +18%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$26.2M +$5.25M +222,902 +26%
FC
14
Financial Council
Maryland
$24.2M +$451K +19,156 +2%
DJSG
15
D.J. St. Germain
Massachusetts
$23.8M +$23.1M +981,701 New
Jane Street
16
Jane Street
New York
$22.6M +$21.9M +930,894 New
H
17
HoyleCohen
California
$21.6M +$225K +9,564 +1%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$18.7M +$2.81M +119,482 +18%
DADC
19
D.A. Davidson & Co
Montana
$18.4M +$125K +5,326 +0.7%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$17.7M +$2.04M +86,724 +13%
Wells Fargo
21
Wells Fargo
California
$17.1M +$10.8M +459,215 +188%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$17M -$755K -32,072 -4%
NA
23
NewEdge Advisors
Louisiana
$12.4M +$7.21K +306 +0.1%
KAS
24
Kestra Advisory Services
Texas
$10.5M +$2.29M +97,074 +29%
BFG
25
Bleakley Financial Group
New Jersey
$9.57M +$586K +24,900 +7%