CGGR icon

Capital Group Growth ETF
CGGR

Overview Fund Activity

444 hedge funds and large institutions have $7.25B invested in Capital Group Growth ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 285 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+11
Holders Change %
+2.54%
% of All Funds
6.03%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
0.73%
New
40
Increased
285
Reduced
80
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$208M
2
Morgan Stanley
Morgan Stanley
New York
+$74.8M
3
CGPCS
Capital Group Private Client Services
California
+$59.3M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$48.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.2M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$45.8M
2
ASN
Advisory Services Network
Georgia
-$10.2M
3
ALA
Atlas Legacy Advisors
California
-$8.74M
4
Marshall Wace
Marshall Wace
United Kingdom
-$8.41M
5
RHP
Royal Harbor Partners
Texas
-$7.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
226
Tempus Wealth Planning
California
$1.87M +$205K +5,974 +12%
CWC
227
Carolinas Wealth Consulting
North Carolina
$1.85M +$174K +5,075 +10%
AC
228
AlphaCore Capital
California
$1.84M +$1.84M +53,660 New
LC
229
Lincoln Capital
Nebraska
$1.83M +$482K +14,802 +36%
LA
230
Latitude Advisors
Florida
$1.8M +$370K +10,804 +26%
TSWM
231
Tyler-Stone Wealth Management
Ohio
$1.8M +$454K +13,244 +34%
GS
232
GWN Securities
Florida
$1.77M +$1.77M +51,792 New
CFB
233
Cullen/Frost Bankers
Texas
$1.76M +$330K +9,634 +23%
WTFG
234
Wood Tarver Financial Group
Idaho
$1.73M +$1M +29,217 +137%
IA
235
Integrity Alliance
Iowa
$1.7M +$1.16M +33,771 +214%
FP
236
Financial Perspectives
Minnesota
$1.65M +$13.9K +406 +0.8%
ACM
237
Absolute Capital Management
Pennsylvania
$1.64M -$123K -3,600 -7%
GAM
238
Gemmer Asset Management
California
$1.63M – – –
CIAS
239
CFS Investment Advisory Services
New Jersey
$1.57M +$121K +3,545 +8%
OIA
240
OneDigital Investment Advisors
Kansas
$1.55M +$10.8K +314 +0.7%
MSAM
241
Moloney Securities Asset Management
Missouri
$1.55M +$370K +10,811 +31%
PCIA
242
Prime Capital Investment Advisors
Kansas
$1.51M +$744K +21,711 +97%
AWM
243
Accel Wealth Management
Iowa
$1.49M +$568K +16,588 +62%
EPW
244
Endeavor Private Wealth
Kansas
$1.44M +$327K +9,547 +29%
EWS
245
Evergreen Wealth Solutions
Pennsylvania
$1.43M +$108K +3,164 +8%
PAS
246
PKS Advisory Services
New York
$1.43M +$217K +6,328 +18%
IAS
247
Investment Advisory Services
Texas
$1.42M +$146K +4,275 +12%
FA
248
Fermata Advisors
California
$1.38M +$565K +16,501 +70%
SFG
249
Seamount Financial Group
Colorado
$1.37M +$331K +9,673 +32%
IA
250
IFG Advisory
Georgia
$1.35M +$514K +15,018 +62%
8 9
10
11 12