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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 %
RIL
276
Rothschild Investment LLC
Illinois
$1.23M 30,323 +1,350 +5%
WC
277
Weil Company
California
$1.23M 30,314 -184,992 -86%
KA
278
Kovack Advisors
Florida
$1.22M 30,135 +3,734 +14%
FHC
279
First Heartland Consultants
Missouri
$1.13M 27,851 +2,928 +12%
LA
280
Lifeworks Advisors
Michigan
$1.13M 27,806 +401 +1%
MCA
281
MSH Capital Advisors
Arizona
$1.12M 27,586 -1,592 -5%
CMAI
282
Capital Management Associates Inc
Minnesota
$1.12M 27,430 -27,430 -50%
Creative Planning
283
Creative Planning
Kansas
$1.11M 27,418 +2,433 +10%
PCIA
284
Prime Capital Investment Advisors
Kansas
$1.11M 27,206 -16,946 -38%
SN
285
Sittner & Nelson
Oregon
$1.09M 26,907 +4,466 +20%
AGP
286
Aspire Growth Partners
Florida
$1.08M 26,567 -2,358 -8%
KWM
287
Kingsview Wealth Management
Oregon
$1.08M 26,514 +7,457 +39%
LWM
288
Lodestone Wealth Management
Washington
$1.07M 26,214 +979 +4%
NF
289
NavPoint Financial
Minnesota
$1.04M 25,598 -493 -2%
KFGK
290
Keystone Financial Group (Kentucky)
Kentucky
$1.02M 25,189 +7,921 +46%
HP
291
Holistic Planning
Texas
$1.02M 25,154 +855 +4%
ATPW
292
Ashton Thomas Private Wealth
Arizona
$1.02M 25,098 +157 +0.6%
PAS
293
Park Avenue Securities
New York
$1.02M 25,103 +3,310 +15%
OHWA
294
Oak Hill Wealth Advisors
Virginia
$1.01M 24,917 +5,151 +26%
AWA
295
Arkadios Wealth Advisors
Georgia
$1M 24,691 +2,792 +13%
NG
296
Norden Group
Utah
$990K 24,362 +187 +0.8%
SWM
297
Silverlake Wealth Management
Vermont
$975K 23,983 +1,514 +7%
SW
298
SteelPeak Wealth
California
$972K 23,907 +830 +4%
ETC
299
Exchange Traded Concepts
Oklahoma
$921K 22,655 +22,655 New
KOMWMG
300
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$910K 22,383 +5,494 +33%
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