CGGR icon

Capital Group Growth ETF
CGGR

Overview Fund Activity

350 hedge funds and large institutions have $5.36B invested in Capital Group Growth ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 218 increasing their positions, 61 reducing their positions, and 12 closing their positions.

Holders
350
Holders Change
+23
Holders Change %
+7.03%
% of All Funds
5.06%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
41
Increased
218
Reduced
61
Closed
12
Calls
–
Puts
$205K
Net Calls
-$205K
Net Calls Change
-$264K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$433M
2
CGPCS
2
Capital Group Private Client Services
California
$674M
3
Bank of America
3
Bank of America
North Carolina
$351M
4
Morgan Stanley
4
Morgan Stanley
New York
$186M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$220M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.9M
2
KIM
2
Kestra Investment Management
Texas
$38.3M
3
OMC
3
Old Mission Capital
Illinois
$0
4
WI
4
Wintrust Investments
Illinois
$632K
5
ACM
5
Advance Capital Management
Michigan
$13.2M
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
26
Kestra Investment Management
Texas
$38.3M 1,099,493 -251,337 -19%
Stifel Financial
27
Stifel Financial
Missouri
$36.1M 1,037,776 -12,101 -1%
GRP
28
Global Retirement Partners
California
$30.7M 882,503 +12,288 +1%
SA
29
Sanctuary Advisors
Indiana
$30.6M 815,124 -19,445 -2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$30.1M 866,478 +237,921 +38%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$29.9M 860,568 +24,828 +3%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$29.6M 851,068 +193,768 +29%
SEI Investments
33
SEI Investments
Pennsylvania
$29.5M 848,113 +65,669 +8%
PAG
34
Private Advisor Group
New Jersey
$29.1M 836,435 +104,995 +14%
AWC
35
Adamsbrown Wealth Consultants
Kansas
$28.7M 824,295 +3,837 +0.5%
JBA
36
Johnson Bixby & Associates
Washington
$27.4M 786,928 +20,917 +3%
SIAS
37
Summit Investment Advisory Services
Minnesota
$27.1M 778,923 +778,923 New
GKWIM
38
Gerber Kawasaki Wealth & Investment Management
California
$27.1M 777,784 -27,318 -3%
AWS
39
Atria Wealth Solutions
New York
$25.7M 738,456 +177,989 +32%
BPFA
40
Barnes Pettey Financial Advisors
Mississippi
$25.3M 726,978 -3,674 -0.5%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$24M 690,668 +125,443 +22%
CWS
42
Confluence Wealth Services
Pennsylvania
$22.6M 649,916 +23,853 +4%
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$22.5M 645,482 +645,482 New
GWM
44
Geneos Wealth Management
Colorado
$22.3M 641,384 -7,707 -1%
EA
45
Ergawealth Advisors
Illinois
$20.7M 594,905 +19,622 +3%
Truist Financial
46
Truist Financial
North Carolina
$19.3M 554,126 +166,380 +43%
PFS
47
Prospera Financial Services
Texas
$18.7M 538,081 +139,705 +35%
HTC
48
Haverford Trust Company
Pennsylvania
$18.7M 536,418 +65,314 +14%
ASN
49
Advisory Services Network
Georgia
$17M 516,988 – –
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$16.9M 484,569 +73,399 +18%
1
2
3 4 5