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Capital Group Growth ETF
CGGR

Overview Fund Activity

479 hedge funds and large institutions have $9.8B invested in Capital Group Growth ETF in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 280 increasing their positions, 93 reducing their positions, and 24 closing their positions.

Holders
479
Holders Change
+35
Holders Change %
+7.88%
% of All Funds
6.43%
Holding in Top 10
63
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+16.67%
% of All Funds
0.85%
New
66
Increased
280
Reduced
93
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.22B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$425M
3
Morgan Stanley
3
Morgan Stanley
New York
$482M
4
KIM
4
Kestra Investment Management
Texas
$121M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$423M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$107M
2
SIAS
2
Summit Investment Advisory Services
Minnesota
$0
3
GWM
3
Geneos Wealth Management
Colorado
$31.4M
4
AFA
4
Alpha Financial Advisors
North Carolina
$17M
5
AWS
5
Atria Wealth Solutions
New York
$23.2M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$1.22B 30,043,695 +7,208,835 +32%
CGPCS
2
Capital Group Private Client Services
California
$905M 22,261,894 +434,722 +2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$506M 12,435,851 +758,297 +6%
Morgan Stanley
4
Morgan Stanley
New York
$482M 11,867,415 +2,326,922 +24%
Bank of America
5
Bank of America
North Carolina
$467M 11,478,224 +72,811 +0.6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$425M 10,446,012 +2,346,788 +29%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$423M 10,407,693 +1,333,201 +15%
Raymond James Financial
8
Raymond James Financial
Florida
$344M 8,464,909 +687,152 +9%
Wells Fargo
9
Wells Fargo
California
$335M 8,240,751 +404,198 +5%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$252M 6,196,806 +1,247,558 +25%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$186M 4,591,124 +1,268,212 +38%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$181M 4,450,735 +777,311 +21%
UBS Group
13
UBS Group
Switzerland
$165M 4,061,328 +461,138 +13%
MML Investors Services
14
MML Investors Services
Massachusetts
$133M 3,262,607 +461,926 +16%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$132M 3,237,945 +490,003 +18%
KIM
16
Kestra Investment Management
Texas
$121M 3,252,290 +1,469,931 +82%
SEIA
17
Signature Estate & Investment Advisors
California
$114M 2,795,286 +200,094 +8%
Osaic Holdings
18
Osaic Holdings
Arizona
$107M 2,789,295 -1,387,359 -33%
FSA
19
Financial Security Advisor
Virginia
$86M 2,116,092 +66,971 +3%
KAS
20
Kestra Advisory Services
Texas
$84.6M 2,079,960 +251,714 +14%
WAM
21
WNY Asset Management
New York
$84.2M 2,070,237 +24,906 +1%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$83M 2,032,202 +24,247 +1%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$72.8M 1,789,782 +319,582 +22%
PAG
24
Private Advisor Group
New Jersey
$72.7M 1,789,017 +291,901 +19%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$72.5M 1,782,638 +163,610 +10%
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