We are live on ! Find out more
CGGR icon

Capital Group Growth ETF

451 hedge funds and large institutions have $7.28B invested in Capital Group Growth ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 289 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 82

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

6% more funds holding in top 10

Funds holding in top 10: 5154 (+3)

3% more funds holding

Funds holding: 438451 (+13)

0.55% more ownership

Funds ownership: 72.95%73.49% (+0.55%)

33% less capital invested

Capital invested by funds: $10.8B → $7.28B (-$3.52B)

Holders
451
Holders Change
+13
Holders Change %
+2.97%
% of All Funds
6.05%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
0.72%
New
41
Increased
289
Reduced
82
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RAG
351
RIA Advisory Group
Iowa
$472K +$2.13K +57 +0.4%
UAG
352
United Advisor Group
Ohio
$452K +$120K +3,199 +32%
TC
353
Trilogy Capital
California
$447K -$601K -16,071 -55%
RGF
354
Retirement Guys Formula
Ohio
$445K -$9.92K -265 -2%
IAIM
355
International Assets Investment Management
Florida
$445K +$66.8K +1,785 +16%
CLA
356
Carnegie Lake Advisors
New Jersey
$441K +$46.4K +1,240 +11%
CFD
357
Creative Financial Designs
Indiana
$437K -$7.33K -196 -2%
USCWA
358
U.S. Capital Wealth Advisors
Texas
$435K -$16K -427 -3%
SWMG
359
Sard Wealth Management Group
Georgia
$433K
WIM
360
Westside Investment Management
California
$432K +$289K +7,725 +158%
MFS
361
McNamara Financial Services
Massachusetts
$424K +$463K +12,383 New
VWA
362
Visionary Wealth Advisors
Illinois
$419K +$188K +5,030 +70%
GWSG
363
GPS Wealth Strategies Group
Colorado
$419K +$27.2K +727 +6%
CL
364
CIM LLC
New York
$417K -$86.2K -2,303 -16%
GIA
365
Gladstone Institutional Advisory
Florida
$385K +$142K +3,786 +51%
FA
366
Faithward Advisors
Pennsylvania
$384K -$114K -3,035 -21%
CCP
367
Cushing Capital Partners
Wisconsin
$379K
FFA
368
Founders Financial Alliance
North Carolina
$375K -$59.9K -1,600 -13%
RIG
369
RiverFront Investment Group
Virginia
$372K
AFAS
370
Acorn Financial Advisory Services
Virginia
$370K -$145K -3,867 -26%
Bank of New York Mellon
371
Bank of New York Mellon
New York
$342K -$75 -2 -0%
CIAS
372
Capital Investment Advisory Services
North Carolina
$342K +$122K +3,263 +49%
TF
373
Tudor Financial
Ohio
$336K +$63K +1,685 +21%
XT
374
XTX Topco
Cayman Islands
$333K +$364K +9,717 New
TAM
375
Titleist Asset Management
Texas
$327K +$935 +25 +0.3%

CGGR Hedge Fund Activity: Q1 2025 in Review

451 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q1 2025, worth a combined $7.28B — down 33% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CGGR positions and 19 closed out — a net gain of 22 holders — while 289 added to existing stakes and 82 trimmed.

The largest buyer was LPL Financial, adding an estimated $227M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $45.8M sold.

  • 451 institutional investors held Capital Group Growth ETF (CGGR) as of Q1 2025, up from 438 in Q4 2024.
  • Funds reported $7.28B of Capital Group Growth ETF stock for Q1 2025, down 33% quarter-over-quarter.
  • 41 funds opened new Capital Group Growth ETF positions in Q1 2025 and 19 closed out, a net change of +22 holders.
  • The largest Capital Group Growth ETF buyer in Q1 2025 was LPL Financial, an estimated $227M added.
  • The largest Capital Group Growth ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $45.8M sold.

Based on aggregated 13F filings for Q1 2025.