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Capital Group Growth ETF
CGGR

Overview Fund Activity

433 hedge funds and large institutions have $10.8B invested in Capital Group Growth ETF in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 232 increasing their positions, 71 reducing their positions, and 11 closing their positions.

Holders
433
Holders Change
+83
Holders Change %
+23.71%
% of All Funds
5.77%
Holding in Top 10
51
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+70%
% of All Funds
0.68%
New
100
Increased
232
Reduced
71
Closed
11
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$212K

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.1B
2
Raymond James Financial
2
Raymond James Financial
Florida
$258M
3
LPL Financial
3
LPL Financial
California
$624M
4
Morgan Stanley
4
Morgan Stanley
New York
$273M
5
WAM
5
WNY Asset Management
New York
$60M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.34M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$695K
3
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$0
4
SEIA
4
Signature Estate & Investment Advisors
California
$99.9M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$91.9M
Name Market Value Shares Shares
Change 		Shares
Change %
IAA
26
Independent Advisor Alliance
North Carolina
$45.8M 1,232,205 +1,232,205 New
Stifel Financial
27
Stifel Financial
Missouri
$43.1M 1,160,409 +122,633 +12%
KIM
28
Kestra Investment Management
Texas
$42.3M 1,138,267 +38,774 +4%
PAG
29
Private Advisor Group
New Jersey
$40.2M 1,080,217 +243,782 +29%
CWS
30
Confluence Wealth Services
Pennsylvania
$34M 859,190 +209,274 +32%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$33.8M 908,484 +47,916 +6%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$33.4M 898,002 +46,934 +6%
SEI Investments
33
SEI Investments
Pennsylvania
$32.9M 886,279 +38,166 +5%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$32.7M 878,713 +12,235 +1%
SA
35
Sanctuary Advisors
Indiana
$31.5M 799,657 -15,467 -2%
AWC
36
Adamsbrown Wealth Consultants
Kansas
$30.9M 829,997 +5,702 +0.7%
JBA
37
Johnson Bixby & Associates
Washington
$30.8M 829,446 +42,518 +5%
GRP
38
Global Retirement Partners
California
$30.2M 812,302 -70,201 -8%
SIAS
39
Summit Investment Advisory Services
Minnesota
$29.9M 805,259 +26,336 +3%
GKWIM
40
Gerber Kawasaki Wealth & Investment Management
California
$29.9M 803,563 +25,779 +3%
PFS
41
Prospera Financial Services
Texas
$29.1M 782,493 +244,412 +45%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$28.8M 774,397 +83,729 +12%
BPFA
43
Barnes Pettey Financial Advisors
Mississippi
$27.3M 733,878 +6,900 +0.9%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$24.1M 647,973 +2,491 +0.4%
AWS
45
Atria Wealth Solutions
New York
$23.7M 636,553 -101,903 -14%
EA
46
Ergawealth Advisors
Illinois
$22.3M 600,421 +5,516 +0.9%
GWM
47
Geneos Wealth Management
Colorado
$22.2M 596,418 -44,966 -7%
HTC
48
Haverford Trust Company
Pennsylvania
$21.8M 585,358 +48,940 +9%
Truist Financial
49
Truist Financial
North Carolina
$20.7M 556,945 +2,819 +0.5%
AFA
50
Alpha Financial Advisors
North Carolina
$20.4M 549,667 +549,667 New
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