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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 %
DIA
301
Dana Investment Advisors
Wisconsin
$234K 6,721 – –
PWM
302
Perigon Wealth Management
California
$224K 6,439 +6,439 New
CFS
303
CRA Financial Services
New Jersey
$222K 6,378 +126 +2%
GFG
304
Goldstone Financial Group
Illinois
$219K 6,284 -2,033 -24%
TAM
305
Titleist Asset Management
Texas
$219K 6,282 +118 +2%
TF
306
Tudor Financial
Ohio
$216K 6,195 +6,195 New
BZWA
307
Blue Zone Wealth Advisors
California
$213K 6,131 +6,131 New
Pathstone Holdings
308
Pathstone Holdings
New Jersey
$204K 5,875 +5,875 New
CIAS
309
Capital Investment Advisory Services
North Carolina
$203K 5,826 +5,826 New
CF
310
Convergence Financial
Missouri
$202K 5,814 -2,711 -32%
FCM
311
Fourpath Capital Management
Oklahoma
$186K 5,353 +5,353 New
ZB
312
Zions Bancorporation
Utah
$174K 5,000 – –
Bessemer Group
313
Bessemer Group
New Jersey
$172K 4,935 – –
IA
314
IFP Advisors
Florida
$122K 3,517 +182 +5%
PNC Financial Services Group
315
PNC Financial Services Group
Pennsylvania
$112K 3,213 -363 -10%
PMFA
316
Plante Moran Financial Advisors
Michigan
$107K 3,073 +5 +0.2%
MG
317
Mather Group
Illinois
$96.1K 2,761 – –
PB
318
Pinnacle Bancorp
Nebraska
$95.7K 2,750 – –
ATS
319
Ashton Thomas Securities
New York
$95.2K 2,736 +2,736 New
CA
320
CoreCap Advisors
Michigan
$88.1K 2,532 -50 -2%
WOSD
321
WFA of San Diego
California
$69.6K 2,000 +2,000 New
CIBC Private Wealth Group
322
CIBC Private Wealth Group
Georgia
$67.8K 1,950 – –
FHA
323
First Horizon Advisors
Tennessee
$64.8K 1,864 – –
PA
324
Parallel Advisors
California
$55.8K 1,602 +2 +0.1%
CIA
325
Cape Investment Advisory
Georgia
$54.8K 1,574 +1,124 +250%
11 12
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