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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 %
CA
226
CapWealth Advisors
Tennessee
$2.59M 63,630 -1,751 -3%
TSWM
227
Tyler-Stone Wealth Management
Ohio
$2.55M 62,804 +10,206 +19%
OL
228
Owen LaRue
Kentucky
$2.55M 62,686 +23,879 +62%
QCM
229
Quantinno Capital Management
New York
$2.53M 62,158 +47,792 +333%
IA
230
IFG Advisory
Georgia
$2.52M 61,891 +22,558 +57%
CF
231
Convergence Financial
Missouri
$2.51M 61,792 +731 +1%
LC
232
Lincoln Capital
Nebraska
$2.35M 57,854 +1,601 +3%
NS
233
NBC Securities
Alabama
$2.34M 57,645 +1,438 +3%
CTC
234
Central Trust Company
Missouri
$2.32M 57,159 -6,271 -10%
EPW
235
Endeavor Private Wealth
Kansas
$2.28M 56,111 +14,196 +34%
AC
236
AlphaCore Capital
California
$2.24M 54,996 +1,336 +2%
TWP
237
Tempus Wealth Planning
California
$2.22M 54,643 -66 -0.1%
LA
238
Latitude Advisors
Florida
$2.21M 54,486 +1,823 +3%
EFS
239
Essex Financial Services
Connecticut
$2.21M 54,354 +29,796 +121%
SFG
240
Seamount Financial Group
Colorado
$2.16M 53,230 +13,237 +33%
AWM
241
Accel Wealth Management
Iowa
$2.13M 52,502 +9,109 +21%
AFM
242
Armstrong Fleming & Moore
District of Columbia
$2.05M 50,413 +50,413 New
PAS
243
PKS Advisory Services
New York
$2.05M 50,355 +8,722 +21%
GAM
244
Gemmer Asset Management
California
$2.01M 49,520 +2,036 +4%
FP
245
Financial Perspectives
Minnesota
$1.99M 48,964 +656 +1%
IAS
246
Investment Advisory Services
Texas
$1.97M 48,585 +7,201 +17%
ACM
247
Absolute Capital Management
Pennsylvania
$1.94M 47,672 -212 -0.4%
IA
248
Integrity Alliance
Iowa
$1.93M 47,389 -2,142 -4%
GF
249
Gries Financial
Ohio
$1.92M 47,334 +47,334 New
BFA
250
Bill Few Associates
Pennsylvania
$1.89M 46,520 +16,809 +57%
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