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Capital Group Growth ETF
CGGR

Overview Fund Activity

292 hedge funds and large institutions have $3.73B invested in Capital Group Growth ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 173 increasing their positions, 56 reducing their positions, and 10 closing their positions.

Holders
292
Holders Change
+29
Holders Change %
+11.03%
% of All Funds
4.23%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.41%
New
43
Increased
173
Reduced
56
Closed
10
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$12K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$287M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$82M
3
CGPCS
3
Capital Group Private Client Services
California
$504M
4
Wells Fargo
4
Wells Fargo
California
$131M
5
Bank of America
5
Bank of America
North Carolina
$220M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.03M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$18.9M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$2.13M
4
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$24.9M
5
SIAS
5
Summit Investment Advisory Services
Minnesota
$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
26
Arden Trust
Delaware
$25.4M -$1.13M -35,349 -4%
AWC
27
Adamsbrown Wealth Consultants
Kansas
$25.4M +$1.26M +39,466 +5%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$25.1M +$2.01M +62,786 +9%
GKWIM
29
Gerber Kawasaki Wealth & Investment Management
California
$24.9M -$2.08M -65,119 -8%
SIAS
30
Summit Investment Advisory Services
Minnesota
$23.7M -$2.01M -62,953 -8%
BPFA
31
Barnes Pettey Financial Advisors
Mississippi
$23.7M +$24.4K +763 +0.1%
NA
32
NewEdge Advisors
Louisiana
$23.3M +$3.91M +122,195 +20%
JBA
33
Johnson Bixby & Associates
Washington
$22.9M +$21.8M +681,812 +2,096%
Morgan Stanley
34
Morgan Stanley
New York
$22.7M +$19.6M +611,173 +625%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$22.5M +$1.25M +38,969 +6%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$20.1M +$654K +20,443 +3%
EA
37
Ergawealth Advisors
Illinois
$19M +$292K +9,141 +2%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$18.9M -$4.83M -151,041 -20%
H
39
HoyleCohen
California
$18.7M +$1.11M +34,765 +6%
CWS
40
Confluence Wealth Services
Pennsylvania
$17.9M +$1.97M +61,520 +12%
VFPI
41
Vantage Financial Partners (Illinois)
Illinois
$17.7M +$2.97M +92,907 +20%
GWM
42
Geneos Wealth Management
Colorado
$16.9M +$2.56M +79,956 +18%
PAG
43
Private Advisor Group
New Jersey
$16.8M +$3.39M +105,967 +25%
OMC
44
Old Mission Capital
Illinois
$16.3M +$2.49M +77,800 +18%
AWS
45
Atria Wealth Solutions
New York
$16M +$1.18M +36,813 +8%
ACM
46
Advance Capital Management
Michigan
$15.7M +$15.5M +485,082 +6,698%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$14.7M +$3.54M +110,580 +32%
P
48
&Partners
Tennessee
$13.8M +$1.03M +32,295 +8%
FC
49
Financial Council
Maryland
$12.7M +$491K +15,357 +4%
PA
50
PFG Advisors
Arizona
$12.1M +$114K +3,549 +0.9%
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