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Capital Group Growth ETF
CGGR

Overview Fund Activity

350 hedge funds and large institutions have $5.36B invested in Capital Group Growth ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 218 increasing their positions, 61 reducing their positions, and 12 closing their positions.

Holders
350
Holders Change
+23
Holders Change %
+7.03%
% of All Funds
5.06%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
41
Increased
218
Reduced
61
Closed
12
Calls
–
Puts
$205K
Net Calls
-$205K
Net Calls Change
-$264K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$433M
2
CGPCS
2
Capital Group Private Client Services
California
$674M
3
Bank of America
3
Bank of America
North Carolina
$351M
4
Morgan Stanley
4
Morgan Stanley
New York
$186M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$220M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.9M
2
KIM
2
Kestra Investment Management
Texas
$38.3M
3
OMC
3
Old Mission Capital
Illinois
$0
4
WI
4
Wintrust Investments
Illinois
$632K
5
ACM
5
Advance Capital Management
Michigan
$13.2M
Name Market Value Shares Shares
Change 		Shares
Change %
KWM
276
Kingsview Wealth Management
Oregon
$431K 12,401 +1,499 +14%
CFD
277
Creative Financial Designs
Indiana
$425K 12,221 +1,999 +20%
AWM
278
Apollon Wealth Management
South Carolina
$419K 12,034 +814 +7%
QFA
279
Quantum Financial Advisors
California
$404K 11,602 +11,602 New
RK
280
Rather & Kittrell
Tennessee
$389K 11,177 +786 +8%
QCM
281
Quantinno Capital Management
New York
$387K 11,134 +11,134 New
GWSG
282
GPS Wealth Strategies Group
Colorado
$386K 11,039 +7,065 +178%
AWM
283
Accel Wealth Management
Iowa
$375K 10,770 +2,353 +28%
MFS
284
McNamara Financial Services
Massachusetts
$362K 10,414 +3,209 +45%
UAG
285
United Advisor Group
Ohio
$350K 10,055 +10,055 New
CB
286
Commerce Bank
Missouri
$336K 9,646 +9,646 New
CL
287
Choreo LLC
Illinois
$317K 9,186 – –
PCS
288
Private Client Services
Kentucky
$307K 8,823 +183 +2%
GWP
289
Gateway Wealth Partners
Wisconsin
$305K 8,770 +8,770 New
D.E. Shaw & Co
290
D.E. Shaw & Co
New York
$297K 8,544 +8,544 New
WCM
291
Wealthcare Capital Management
Virginia
$296K 8,511 +248 +3%
CLA
292
Carnegie Lake Advisors
New Jersey
$281K 8,078 +8,078 New
TWM
293
Trinity Wealth Management
Pennsylvania
$281K 8,063 +8,063 New
PFGIA
294
Patriot Financial Group Insurance Agency
Massachusetts
$269K 7,725 +1,334 +21%
GIA
295
Gladstone Institutional Advisory
Florida
$267K 7,669 +7,669 New
Betterment LLC
296
Betterment LLC
New York
$260K 7,478 +179 +2%
RA
297
RFG Advisory
Alabama
$256K 7,345 -2,160 -23%
HFA
298
High Falls Advisors
New York
$243K 6,995 – –
CW
299
CreativeOne Wealth
Kansas
$240K 6,889 +458 +7%
BA
300
Bridge Advisory
California
$240K 6,886 +9 +0.1%
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12
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