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Capital Group Growth ETF
CGGR

Overview Fund Activity

327 hedge funds and large institutions have $4.39B invested in Capital Group Growth ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
327
Holders Change
+35
Holders Change %
+11.99%
% of All Funds
4.76%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.44%
New
50
Increased
194
Reduced
49
Closed
11
Calls
$62K
Puts
$3K
Net Calls
+$59K
Net Calls Change
+$62K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
KIM
2
Kestra Investment Management
Texas
$44.4M
3
CGPCS
3
Capital Group Private Client Services
California
$563M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$167M
5
Bank of America
5
Bank of America
North Carolina
$261M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
SIAS
2
Summit Investment Advisory Services
Minnesota
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$68.4M
4
OMC
4
Old Mission Capital
Illinois
$8.26M
5
ACA
5
Aptus Capital Advisors
Alabama
$3.1M
Name Market Value Shares Shares
Change 		Shares
Change %
AT
26
Arden Trust
Delaware
$30.1M 915,908 +121,868 +15%
GRP
27
Global Retirement Partners
California
$28.6M 870,215 +47,946 +6%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$27.5M 835,740 +51,566 +7%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$27.2M 828,519 +550,250 +198%
AWC
30
Adamsbrown Wealth Consultants
Kansas
$27M 820,458 +27,376 +3%
GKWIM
31
Gerber Kawasaki Wealth & Investment Management
California
$26.5M 805,102 +26,340 +3%
SA
32
Sanctuary Advisors
Indiana
$25.7M 834,569 +834,569 New
SEI Investments
33
SEI Investments
Pennsylvania
$25.7M 782,444 +782,444 New
JBA
34
Johnson Bixby & Associates
Washington
$25.2M 766,011 +51,663 +7%
PAG
35
Private Advisor Group
New Jersey
$24.1M 731,440 +206,679 +39%
BPFA
36
Barnes Pettey Financial Advisors
Mississippi
$24M 730,652 -9,723 -1%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$21.6M 657,300 +30,388 +5%
GWM
38
Geneos Wealth Management
Colorado
$21.3M 649,091 +120,495 +23%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$20.7M 628,557 +36,856 +6%
CWS
40
Confluence Wealth Services
Pennsylvania
$20.6M 626,063 +65,462 +12%
H
41
HoyleCohen
California
$19.4M 589,380 +4,400 +0.8%
EA
42
Ergawealth Advisors
Illinois
$18.9M 575,283 -18,812 -3%
VFPI
43
Vantage Financial Partners (Illinois)
Illinois
$18.8M 570,582 +18,383 +3%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$18.6M 565,225 +107,023 +23%
AWS
45
Atria Wealth Solutions
New York
$18.4M 560,467 +59,348 +12%
ACM
46
Advance Capital Management
Michigan
$17.3M 527,183 +34,859 +7%
ASN
47
Advisory Services Network
Georgia
$17M 516,988 +181,433 +54%
Jane Street
48
Jane Street
New York
$15.7M 478,156 +383,525 +405%
HTC
49
Haverford Trust Company
Pennsylvania
$15.5M 471,104 +135,924 +41%
P
50
&Partners
Tennessee
$14.7M 445,461 +13,588 +3%
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