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Capital Group Growth ETF
CGGR

Overview Fund Activity

350 hedge funds and large institutions have $5.36B invested in Capital Group Growth ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 218 increasing their positions, 61 reducing their positions, and 12 closing their positions.

Holders
350
Holders Change
+23
Holders Change %
+7.03%
% of All Funds
5.06%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
41
Increased
218
Reduced
61
Closed
12
Calls
–
Puts
$205K
Net Calls
-$205K
Net Calls Change
-$264K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$433M
2
CGPCS
2
Capital Group Private Client Services
California
$674M
3
Bank of America
3
Bank of America
North Carolina
$351M
4
Morgan Stanley
4
Morgan Stanley
New York
$186M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$220M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.9M
2
KIM
2
Kestra Investment Management
Texas
$38.3M
3
OMC
3
Old Mission Capital
Illinois
$0
4
WI
4
Wintrust Investments
Illinois
$632K
5
ACM
5
Advance Capital Management
Michigan
$13.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
226
Bill Few Associates
Pennsylvania
$639K 18,365 +470 +3%
WI
227
Wintrust Investments
Illinois
$632K 18,186 -149,165 -89%
BMWM
228
Brown Miller Wealth Management
Virginia
$626K 17,992 +3 +0%
HAIM
229
Hunter Associates Investment Management
Pennsylvania
$612K 17,600 – –
PAS
230
Park Avenue Securities
New York
$602K 17,295 +1,471 +9%
OWA
231
Octavia Wealth Advisors
Ohio
$590K 16,962 -245 -1%
SFC
232
Swisher Financial Concepts
Ohio
$584K 16,981 +16,981 New
SWMG
233
Signature Wealth Management Group
Georgia
$577K 16,593 -409 -2%
APP
234
Avantax Planning Partners
Iowa
$574K 16,490 -9,174 -36%
FMN
235
Financial Management Network
California
$571K 16,333 +250 +2%
WFS
236
WealthGarden F.S.
California
$569K 16,345 – –
VF
237
Virtu Financial
New York
$566K 16,283 +16,283 New
RIL
238
Rothschild Investment LLC
Illinois
$565K 16,229 +7,325 +82%
SN
239
Sittner & Nelson
Oregon
$564K 16,210 – –
LA
240
Lynch & Associates
Indiana
$563K 16,191 +1,975 +14%
BW
241
Bison Wealth
Georgia
$562K 16,147 -44 -0.3%
HA
242
HFG Advisors
Ohio
$561K 16,127 – –
SW
243
SteelPeak Wealth
California
$559K 16,080 +3,478 +28%
SCM
244
Saxony Capital Management
Missouri
$549K 15,783 +1,762 +13%
TFS
245
Thoroughbred Financial Services
Tennessee
$545K 15,667 -856 -5%
HAM
246
Harmony Asset Management
Arizona
$542K 15,583 +3,574 +30%
MAM
247
McCarthy Asset Management
California
$538K 15,453 +996 +7%
OWA
248
ORBA Wealth Advisors
Illinois
$530K 15,230 – –
IA
249
IFG Advisory
Georgia
$529K 15,192 +15,192 New
NWMG
250
National Wealth Management Group
Ohio
$522K 15,011 +1,960 +15%
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