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Capital Group Growth ETF
CGGR

Overview Fund Activity

263 hedge funds and large institutions have $2.73B invested in Capital Group Growth ETF in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 149 increasing their positions, 35 reducing their positions, and 3 closing their positions.

Holders
263
Holders Change
+63
Holders Change %
+31.5%
% of All Funds
3.86%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.34%
New
67
Increased
149
Reduced
35
Closed
3
Calls
$11K
Puts
$2K
Net Calls
+$9K
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$158M
2
CGPCS
2
Capital Group Private Client Services
California
$389M
3
LPL Financial
3
LPL Financial
California
$168M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$219M
5
Wells Fargo
5
Wells Fargo
California
$66.9M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
AAS
2
Ameritas Advisory Services
Nebraska
$826K
3
OMC
3
Old Mission Capital
Illinois
$12.2M
4
SEIA
4
Signature Estate & Investment Advisors
California
$62.4M
5
BA
5
Bridge Advisory
California
$250K
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$22.2M 787,976 +64,032 +9%
AWC
27
Adamsbrown Wealth Consultants
Kansas
$21.3M 753,616 -20,788 -3%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$21M 742,742 +24,980 +3%
BPFA
29
Barnes Pettey Financial Advisors
Mississippi
$20.9M 739,612 +28,892 +4%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$20.4M 721,388 +139,391 +24%
LNC
31
Lincoln National Corp
Pennsylvania
$19.7M 698,978 +123,890 +22%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$18.8M 664,389 +68,590 +12%
NA
33
NewEdge Advisors
Louisiana
$17.2M 607,342 +58,845 +11%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$17.1M 606,469 +3,538 +0.6%
EA
35
Ergawealth Advisors
Illinois
$16.5M 584,954 -2,335 -0.4%
CA
36
Cetera Advisors
Colorado
$16.1M 569,249 +11,289 +2%
H
37
HoyleCohen
California
$15.5M 550,215 +4,144 +0.8%
CWS
38
Confluence Wealth Services
Pennsylvania
$14.1M 499,081 +223,896 +81%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$13.8M 488,883 +216,423 +79%
AWS
40
Atria Wealth Solutions
New York
$13.1M 464,306 +190,734 +70%
VFPI
41
Vantage Financial Partners (Illinois)
Illinois
$13M 459,292 +459,292 New
GWM
42
Geneos Wealth Management
Colorado
$12.7M 448,640 +444,334 +10,319%
OMC
43
Old Mission Capital
Illinois
$12.2M 433,116 -51,561 -11%
PAG
44
Private Advisor Group
New Jersey
$11.8M 418,794 +136,369 +48%
P
45
&Partners
Tennessee
$11.3M 399,578 -17,810 -4%
FC
46
Financial Council
Maryland
$10.8M 380,984 -967 -0.3%
PA
47
PFG Advisors
Arizona
$10.6M 375,484 +72,155 +24%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$9.81M 347,622 +178,594 +106%
Truist Financial
49
Truist Financial
North Carolina
$9.59M 339,581 -14,411 -4%
CSPIA
50
Cary Street Partners Investment Advisory
Virginia
$9.58M 339,369 -1,228 -0.4%
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