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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 %
Stifel Financial
26
Stifel Financial
Missouri
$65.9M 1,622,271 +138,364 +9%
NECFA
27
New England Capital Financial Advisors
Connecticut
$58.6M 1,442,572 +20,822 +1%
JBA
28
Johnson Bixby & Associates
Washington
$53.8M 1,324,486 +23,812 +2%
P
29
&Partners
Tennessee
$53M 1,303,527 +283,105 +28%
NA
30
NewEdge Advisors
Louisiana
$49.6M 1,220,320 -148,602 -11%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$49.2M 1,209,719 +173,549 +17%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$48.6M 1,196,678 +276,441 +30%
SEI Investments
33
SEI Investments
Pennsylvania
$47.3M 1,163,011 +189,933 +20%
GVAG
34
Great Valley Advisor Group
Delaware
$44.5M 1,093,942 +1,001,716 +1,086%
PFS
35
Prospera Financial Services
Texas
$43.7M 1,074,317 +84,649 +9%
AWC
36
Adamsbrown Wealth Consultants
Kansas
$41.8M 1,029,371 +111,984 +12%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$40M 984,817 -51,565 -5%
CWS
38
Confluence Wealth Services
Pennsylvania
$38.6M 950,466 +35,374 +4%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$38.5M 947,838 +67,831 +8%
JF
40
JSF Financial
California
$37.2M 915,194 -23,584 -3%
GKWIM
41
Gerber Kawasaki Wealth & Investment Management
California
$34.4M 845,883 +62,335 +8%
GRP
42
Global Retirement Partners
California
$34.2M 840,284 +840,284 New
GWM
43
Geneos Wealth Management
Colorado
$31.4M 771,867 -523,546 -40%
ACM
44
Advance Capital Management
Michigan
$30.8M 757,244 -37,551 -5%
BPFA
45
Barnes Pettey Financial Advisors
Mississippi
$30.8M 756,831 +28,650 +4%
DADC
46
D.A. Davidson & Co
Montana
$30.4M 747,006 +258,438 +53%
HTC
47
Haverford Trust Company
Pennsylvania
$27.3M 671,563 +15,826 +2%
SCM
48
SOL Capital Management
Maryland
$27.2M 668,065 +9,280 +1%
EA
49
Eclectic Associates
California
$26.7M 657,431 +74,213 +13%
EA
50
Ergawealth Advisors
Illinois
$25.8M 635,729 +27,035 +4%
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