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Capital Group Global Growth Equity ETF

184 hedge funds and large institutions have $1.78B invested in Capital Group Global Growth Equity ETF in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 100 increasing their positions, 32 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 4

213% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 32

32% more capital invested

Capital invested by funds: $1.36B → $1.78B (+$429M)

24% more funds holding

Funds holding: 148184 (+36)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

1% more ownership

Funds ownership: 71%72% (+1%)

Holders
184
Holders Change
+36
Holders Change %
+24.32%
% of All Funds
2.68%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
42
Increased
100
Reduced
32
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
1
Capital Group Private Client Services
California
$279M +$48M +1,998,085 +23%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$181M +$16.2M +674,269 +11%
RJA
3
Raymond James & Associates
Florida
$116M +$17.9M +746,409 +20%
LPL Financial
4
LPL Financial
California
$99M +$28.6M +1,189,924 +45%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$98.4M +$18.4M +764,306 +25%
UBS Group
6
UBS Group
Switzerland
$83M +$4.42M +184,039 +6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$62.3M +$7.86M +327,454 +16%
Osaic Holdings
8
Osaic Holdings
Arizona
$51.5M -$433K -18,017 -0.9%
MML Investors Services
9
MML Investors Services
Massachusetts
$42.8M +$3.6M +150,015 +10%
JBA
10
Johnson Bixby & Associates
Washington
$38.3M +$2.59M +107,931 +8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$38M +$5.85M +243,685 +20%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$36.8M +$5.07M +211,268 +17%
Wells Fargo
13
Wells Fargo
California
$35.3M +$9.23M +384,257 +39%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$32.8M +$4.99M +207,964 +20%
WAM
15
WNY Asset Management
New York
$32M -$101K -4,201 -0.3%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$29.8M +$5.11M +212,755 +22%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$29.7M +$1.24M +51,452 +5%
FC
18
Financial Council
Maryland
$27.6M +$1.2M +49,874 +5%
H
19
HoyleCohen
California
$22.7M -$179K -7,453 -0.8%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$21.6M +$1.34M +55,923 +7%
DJSG
21
D.J. St. Germain
Massachusetts
$21.6M -$742K -30,913 -4%
Corient Private Wealth
22
Corient Private Wealth
Florida
$21.2M -$313K -13,022 -2%
DADC
23
D.A. Davidson & Co
Montana
$19.5M -$47.4K -1,976 -0.3%
RWP
24
Reliant Wealth Planning
Kentucky
$16.9M +$15.3M +638,762 +3,305%
CAN
25
Cetera Advisor Networks
California
$15M +$1.35M +56,096 +11%

CGGO Hedge Fund Activity: Q4 2023 in Review

184 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Capital Group Global Growth Equity ETF (CGGO) for Q4 2023, worth a combined $1.78B — up 32% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new CGGO positions and 4 closed out — a net gain of 38 holders — while 100 added to existing stakes and 32 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $48M. The largest seller was Jane Street, cutting an estimated $12.8M.

  • 184 institutional investors held Capital Group Global Growth Equity ETF (CGGO) as of Q4 2023, up from 148 in Q3 2023.
  • Funds reported $1.78B of Capital Group Global Growth Equity ETF stock for Q4 2023, up 32% quarter-over-quarter.
  • 42 funds opened new Capital Group Global Growth Equity ETF positions in Q4 2023 and 4 closed out, a net change of +38 holders.
  • The largest Capital Group Global Growth Equity ETF buyer in Q4 2023 was Capital Group Private Client Services, an estimated $48M added.
  • The largest Capital Group Global Growth Equity ETF seller in Q4 2023 was Jane Street, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2023.