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Capital Group Growth ETF
CGGR

Overview Fund Activity

200 hedge funds and large institutions have $1.92B invested in Capital Group Growth ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 120 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
200
Holders Change
+28
Holders Change %
+16.28%
% of All Funds
3.19%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
40
Increased
120
Reduced
34
Closed
10
Calls
$9K
Puts
–
Net Calls
+$9K
Net Calls Change
+$9K

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$158M
2
Bank of America
2
Bank of America
North Carolina
$69M
3
CGPCS
3
Capital Group Private Client Services
California
$282M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$35.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$72M

Top Sellers

1
Jane Street
1
Jane Street
New York
$17.7M
2
PA
2
Prism Advisors
California
$0
3
DIM
3
Delta Investment Management
California
$0
4
SEIA
4
Signature Estate & Investment Advisors
California
$55.4M
5
NECFA
5
New England Capital Financial Advisors
Connecticut
$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$17.6M +$1.37M +55,857 +8%
BPFA
27
Barnes Pettey Financial Advisors
Mississippi
$17.4M +$384K +15,671 +2%
KAS
28
Kestra Advisory Services
Texas
$16.7M +$2.66M +108,575 +19%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$14.8M +$673K +27,474 +5%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$14.6M +$14.6M +595,799 New
EA
31
Ergawealth Advisors
Illinois
$14.4M +$294K +12,001 +2%
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$14.3M +$9.71M +396,139 +213%
LNC
33
Lincoln National Corp
Pennsylvania
$14.1M +$3.59M +146,635 +34%
CA
34
Cetera Advisors
Colorado
$13.7M +$1.43M +58,167 +12%
NA
35
NewEdge Advisors
Louisiana
$13.4M +$231K +9,410 +2%
H
36
HoyleCohen
California
$13.4M -$103K -4,207 -0.8%
OMC
37
Old Mission Capital
Illinois
$11.9M +$7.61M +310,805 +179%
AT
38
Arden Trust
Delaware
$11.3M -$298K -12,152 -3%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$10.9M +$9.8M +400,185 +908%
P
40
&Partners
Tennessee
$10.2M -$97.1K -3,968 -0.9%
FC
41
Financial Council
Maryland
$9.36M -$300K -12,262 -3%
Truist Financial
42
Truist Financial
North Carolina
$8.67M +$4.83M +197,081 +126%
CSPIA
43
Cary Street Partners Investment Advisory
Virginia
$8.34M +$4.67M +190,409 +127%
PA
44
PFG Advisors
Arizona
$7.43M +$767K +31,314 +12%
PAG
45
Private Advisor Group
New Jersey
$6.92M +$2.13M +86,743 +44%
CWS
46
Confluence Wealth Services
Pennsylvania
$6.74M +$896K +36,569 +15%
AWS
47
Atria Wealth Solutions
New York
$6.7M +$517K +21,095 +8%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$6.68M -$50.8K -2,075 -0.8%
BFC
49
Bedel Financial Consulting
Indiana
$6.45M +$61.4K +2,508 +1%
SFWC
50
Strategic Family Wealth Counselors
New Jersey
$6.08M +$76.8K +3,136 +1%
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