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Capital Group Growth ETF
CGGR

Overview Fund Activity

327 hedge funds and large institutions have $4.39B invested in Capital Group Growth ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
327
Holders Change
+35
Holders Change %
+11.99%
% of All Funds
4.76%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.44%
New
50
Increased
194
Reduced
49
Closed
11
Calls
$62K
Puts
$3K
Net Calls
+$59K
Net Calls Change
+$62K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
KIM
2
Kestra Investment Management
Texas
$44.4M
3
CGPCS
3
Capital Group Private Client Services
California
$563M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$167M
5
Bank of America
5
Bank of America
North Carolina
$261M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
SIAS
2
Summit Investment Advisory Services
Minnesota
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$68.4M
4
OMC
4
Old Mission Capital
Illinois
$8.26M
5
ACA
5
Aptus Capital Advisors
Alabama
$3.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CHJWM
251
Carlton Hofferkamp & Jenks Wealth Management
Texas
$404K 12,547 +6 +0%
HAM
252
Harmony Asset Management
Arizona
$395K 12,009 +3,525 +42%
CL
253
CIM LLC
New York
$394K 12,081 +2,850 +31%
SWP
254
Stratos Wealth Partners
Ohio
$393K 11,935 +3,090 +35%
TC
255
Trilogy Capital
California
$392K 11,931 +1,455 +14%
USCWA
256
U.S. Capital Wealth Advisors
Texas
$386K 11,731 +500 +4%
JWCA
257
J.W. Cole Advisors
Florida
$374K 11,363 +961 +9%
MWM
258
Mattern Wealth Management
Kansas
$371K 11,274 +11,274 New
AWM
259
Apollon Wealth Management
South Carolina
$369K 11,220 +11,220 New
PTC
260
Private Trust Company
Ohio
$365K 11,108 +380 +4%
NFG
261
Nations Financial Group
Iowa
$365K 11,084 +2,359 +27%
CCAL
262
City Center Advisors LLC
Michigan
$364K 11,389 – –
KWM
263
Kingsview Wealth Management
Oregon
$359K 10,902 +625 +6%
TWM
264
Trueblood Wealth Management
Ohio
$356K 10,824 +4,227 +64%
MIAS
265
Mason Investment Advisory Services
Virginia
$353K 10,728 +10,728 New
AFAS
266
Acorn Financial Advisory Services
Virginia
$350K 10,642 – –
RK
267
Rather & Kittrell
Tennessee
$342K 10,391 +2,591 +33%
CFD
268
Creative Financial Designs
Indiana
$336K 10,222 +3,930 +62%
RA
269
RFG Advisory
Alabama
$313K 9,505 +3,038 +47%
TSMHT
270
Thurston Springer Miller Herd & Titak
Indiana
$312K 9,491 +9,491 New
CL
271
Choreo LLC
Illinois
$302K 9,186 +9,186 New
RIL
272
Rothschild Investment LLC
Illinois
$293K 8,904 +3,279 +58%
GVAG
273
Great Valley Advisor Group
Delaware
$287K 8,724 +8,724 New
PCS
274
Private Client Services
Kentucky
$284K 8,640 +300 +4%
CF
275
Convergence Financial
Missouri
$280K 8,525 +8,525 New
9 10
11
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