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Capital Group Growth ETF
CGGR

330 hedge funds and large institutions have $4.4B invested in Capital Group Growth ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 196 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,967% more call options, than puts

Call options by funds: $62K | Put options by funds: $3K

364% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 11

300% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 49

18% more capital invested

Capital invested by funds: $3.73B → $4.4B (+$666M)

12% more funds holding

Funds holding: 294 → 330 (+36)

7% more funds holding in top 10

Funds holding in top 10: 28 → 30 (+2)

0.23% more ownership

Funds ownership: 71.53% → 71.76% (+0.23%)

Holders
330
Holders Change
+36
Holders Change %
+12.24%
% of All Funds
4.77%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.43%
New
51
Increased
196
Reduced
49
Closed
11
Calls
$62K
Puts
$3K
Net Calls
+$59K
Net Calls Change
+$62K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$93.6M
2
CGPCS
Capital Group Private Client Services
California
+$42.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$34.9M
4
Bank of America
Bank of America
North Carolina
+$33.4M
5
LPL Financial
LPL Financial
California
+$32.2M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$27.5M
2
SIAS
Summit Investment Advisory Services
Minnesota
-$23.7M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$12.8M
4
OMC
Old Mission Capital
Illinois
-$8.24M
5
ACA
Aptus Capital Advisors
Alabama
-$5.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
276
Great Valley Advisor Group
Delaware
$287K +$277K +8,724 New
PCS
277
Private Client Services
Kentucky
$284K +$9.52K +300 +4%
CF
278
Convergence Financial
Missouri
$280K +$270K +8,525 New
AWM
279
Accel Wealth Management
Iowa
$277K +$267K +8,417 New
GFG
280
Goldstone Financial Group
Illinois
$274K -$446K -14,046 -63%
WCM
281
Wealthcare Capital Management
Virginia
$272K +$262K +8,263 New
HF
282
HRT Financial
New York
$249K +$241K +7,582 New
Betterment LLC
283
Betterment LLC
New York
$240K -$39K -1,230 -14%
MFS
284
McNamara Financial Services
Massachusetts
$237K +$229K +7,205 New
HFA
285
High Falls Advisors
New York
$230K +$222K +6,995 New
BA
286
Bridge Advisory
California
$226K -$26.4K -831 -11%
DIA
287
Dana Investment Advisors
Wisconsin
$221K – – –
TCG
288
Transcendent Capital Group
Oklahoma
$212K +$167K +5,278 +450%
CW
289
CreativeOne Wealth
Kansas
$212K -$30.5K -960 -13%
IAIM
290
International Assets Investment Management
Florida
$212K +$204K +6,444 New
KA
291
Kovack Advisors
Florida
$211K -$12.7K -399 -6%
PFGIA
292
Patriot Financial Group Insurance Agency
Massachusetts
$210K +$203K +6,391 New
CFS
293
CRA Financial Services
New Jersey
$206K +$198K +6,252 New
TAM
294
Titleist Asset Management
Texas
$203K +$196K +6,164 New
ZB
295
Zions Bancorporation
Utah
$164K +$159K +5,000 New
Bessemer Group
296
Bessemer Group
New Jersey
$162K – – –
GWSG
297
GPS Wealth Strategies Group
Colorado
$131K -$6.98K -220 -5%
PNC Financial Services Group
298
PNC Financial Services Group
Pennsylvania
$118K – – –
GGI
299
Godsey & Gibb Inc
Virginia
$117K +$112K +3,544 New
IA
300
IFP Advisors
Florida
$110K +$37.5K +1,181 +55%
10 11
12
13 14

CGGR Hedge Fund Activity: Q2 2024 in Review

330 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q2 2024, worth a combined $4.4B — up 18% from $3.73B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new CGGR positions and 11 closed out — a net gain of 40 holders — while 196 added to existing stakes and 49 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $93.6M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $27.5M sold.

  • 330 institutional investors held Capital Group Growth ETF (CGGR) as of Q2 2024, up from 294 in Q1 2024.
  • Funds reported $4.4B of Capital Group Growth ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 51 funds opened new Capital Group Growth ETF positions in Q2 2024 and 11 closed out, a net change of +40 holders.
  • The largest Capital Group Growth ETF buyer in Q2 2024 was Morgan Stanley, an estimated $93.6M added.
  • The largest Capital Group Growth ETF seller in Q2 2024 was Lincoln National Corp, an estimated $27.5M sold.

Based on aggregated 13F filings for Q2 2024.