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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 %
RIS
301
Richmond Investment Services
Wisconsin
$905K 22,261 +22,261 New
RCAG
302
Rehmann Capital Advisory Group
Michigan
$873K 21,479 – –
NL
303
NWAM LLC
Washington
$873K 20,963 +613 +3%
CP
304
Capital Planning
Washington
$857K 21,073 -38,430 -65%
SGI
305
Summit Global Investments
Utah
$855K 21,044 +3,915 +23%
GWP
306
Gateway Wealth Partners
Wisconsin
$851K 20,941 +1,103 +6%
KFP
307
KMG Fiduciary Partners
Ohio
$849K 20,896 -2,197 -10%
UAG
308
United Advisor Group
Ohio
$834K 20,528 +7,334 +56%
1WA
309
180 Wealth Advisors
Washington
$825K 20,294 -691 -3%
RK
310
Rather & Kittrell
Tennessee
$812K 19,978 +78 +0.4%
ATS
311
Ashton Thomas Securities
New York
$809K 19,911 – –
NFG
312
Nations Financial Group
Iowa
$806K 19,818 +1,832 +10%
HAIM
313
Hunter Associates Investment Management
Pennsylvania
$776K 19,100 – –
HAM
314
Harmony Asset Management
Arizona
$773K 19,015 +774 +4%
BMWM
315
Brown Miller Wealth Management
Virginia
$759K 18,666 – –
CA
316
CGN Advisors
Kansas
$758K 18,654 +1,520 +9%
FCM
317
Fourpath Capital Management
Oklahoma
$757K 18,634 +2,551 +16%
CFG
318
Certior Financial Group
Pennsylvania
$757K 18,612 +327 +2%
IWM
319
IHT Wealth Management
Illinois
$754K 18,540 +543 +3%
SCM
320
Saxony Capital Management
Missouri
$740K 18,216 +554 +3%
MAM
321
McCarthy Asset Management
California
$729K 17,937 -1,239 -6%
MHS
322
M Holdings Securities
Oregon
$709K 17,513 +17,513 New
Bank of Montreal
323
Bank of Montreal
Ontario, Canada
$705K 17,354 +1,988 +13%
WIM
324
Westside Investment Management
California
$697K 17,145 +4,545 +36%
CL
325
Choreo LLC
Illinois
$684K 16,826 +7,967 +90%
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