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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 %
PWW
251
Pettyjohn Wood & White
Virginia
$1.34M +$47.3K +1,380 +4%
OL
252
Owen LaRue
Kentucky
$1.33M +$469K +13,708 +55%
RMP
253
Richards, Merrill & Peterson
Washington
$1.32M +$134K +3,908 +11%
TSMHT
254
Thurston Springer Miller Herd & Titak
Indiana
$1.2M +$458K +13,380 +61%
WF
255
Warner Financial
Maryland
$1.2M +$59.6K +1,742 +5%
TWM
256
Tradition Wealth Management
Minnesota
$1.18M +$1.82K +53 +0.2%
CWM
257
Cornerstone Wealth Management
Missouri
$1.17M – – –
FMN
258
Financial Management Network
California
$1.17M +$448K +14,445 +62%
NMCM
259
Nicholson Meyer Capital Management
Missouri
$1.16M +$1.16M +33,839 New
WS
260
Wedbush Securities
California
$1.16M +$191K +5,583 +20%
MWM
261
Modern Wealth Management
Kansas
$1.09M +$370K +10,813 +52%
Comerica Bank
262
Comerica Bank
Texas
$1.08M +$148K +4,308 +16%
LA
263
LexAurum Advisors
Kansas
$1.07M -$23.5K -685 -2%
TWM
264
Trueblood Wealth Management
Ohio
$1.06M +$379K +11,064 +55%
PWM
265
Pines Wealth Management
North Carolina
$1.06M +$324K +10,617 +44%
PFA
266
Professional Financial Advisors
Nebraska
$1.05M -$19.9K -582 -2%
AGP
267
Aspire Growth Partners
Florida
$1.03M +$40.8K +1,145 +4%
BFA
268
Bill Few Associates
Pennsylvania
$1.02M +$167K +4,871 +20%
AAP
269
Arax Advisory Partners
Colorado
$1M +$740K +21,593 +283%
MCA
270
MSH Capital Advisors
Arizona
$999K -$6.85K -200 -0.7%
RIL
271
Rothschild Investment LLC
Illinois
$992K +$133K +3,882 +15%
AG
272
AmeriFlex Group
Nevada
$972K +$769K +22,457 +379%
WIC
273
Woodmont Investment Counsel
Tennessee
$957K +$151K +4,422 +19%
VCM
274
Virtue Capital Management
Tennessee
$948K +$481K +14,052 +103%
LA
275
Lifeworks Advisors
Michigan
$939K +$939K +27,405 New
9 10
11
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