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Capital Group Growth ETF
CGGR

492 hedge funds and large institutions have $9.98B invested in Capital Group Growth ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 290 increasing their positions, 94 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 94

179% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 24

37% more capital invested

Capital invested by funds: $7.28B → $9.98B (+$2.7B)

22% more funds holding in top 10

Funds holding in top 10: 54 → 66 (+12)

9% more funds holding

Funds holding: 451 → 492 (+41)

1.14% more ownership

Funds ownership: 73.49% → 74.64% (+1.1%)

Holders
492
Holders Change
+41
Holders Change %
+9.09%
% of All Funds
6.48%
Holding in Top 10
66
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+22.22%
% of All Funds
0.87%
New
67
Increased
290
Reduced
94
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$263M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$85.6M
3
Morgan Stanley
Morgan Stanley
New York
+$84.9M
4
KIM
Kestra Investment Management
Texas
+$53.6M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$48.7M

Top Sellers

Rank Fund Capital Flow
1
GWM
Geneos Wealth Management
Colorado
-$19.1M
2
RHP
Royal Harbor Partners
Texas
-$7.37M
3
AFA
Alpha Financial Advisors
North Carolina
-$7.25M
4
AWS
Atria Wealth Solutions
New York
-$7.2M
5
AAS
Ameritas Advisory Services
Nebraska
-$7.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$65.9M +$5.05M +138,364 +9%
NECFA
27
New England Capital Financial Advisors
Connecticut
$58.6M +$760K +20,822 +1%
JBA
28
Johnson Bixby & Associates
Washington
$53.8M +$869K +23,812 +2%
P
29
&Partners
Tennessee
$53M +$10.3M +283,105 +28%
NA
30
NewEdge Advisors
Louisiana
$49.6M -$5.42M -148,602 -11%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$49.2M +$6.33M +173,549 +17%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$48.6M +$10.1M +276,441 +30%
SEI Investments
33
SEI Investments
Pennsylvania
$47.3M +$6.93M +189,933 +20%
GVAG
34
Great Valley Advisor Group
Delaware
$44.5M +$36.6M +1,001,716 +1,086%
PFS
35
Prospera Financial Services
Texas
$43.7M +$3.09M +84,649 +9%
AWC
36
Adamsbrown Wealth Consultants
Kansas
$41.8M +$4.09M +111,984 +12%
JP Morgan Chase
37
JP Morgan Chase
New York
$40M -$1.88M -51,565 -5%
CWS
38
Confluence Wealth Services
Pennsylvania
$38.6M +$1.29M +35,374 +4%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$38.5M +$2.48M +67,831 +8%
JF
40
JSF Financial
California
$37.2M -$861K -23,584 -3%
GKWIM
41
Gerber Kawasaki Wealth & Investment Management
California
$34.4M +$2.27M +62,335 +8%
GRP
42
Global Retirement Partners
California
$34.2M +$30.7M +840,284 New
SIAS
43
Summit Investment Advisory Services
Minnesota
$33.1M +$1.51M +41,280 +5%
GWM
44
Geneos Wealth Management
Colorado
$31.4M -$19.1M -523,546 -40%
ACM
45
Advance Capital Management
Michigan
$30.8M -$1.37M -37,551 -5%
BPFA
46
Barnes Pettey Financial Advisors
Mississippi
$30.8M +$1.05M +28,650 +4%
DADC
47
D.A. Davidson & Co
Montana
$30.4M +$9.43M +258,438 +53%
HTC
48
Haverford Trust Company
Pennsylvania
$27.3M +$578K +15,826 +2%
SCM
49
SOL Capital Management
Maryland
$27.2M +$339K +9,280 +1%
EA
50
Eclectic Associates
California
$26.7M +$2.71M +74,213 +13%
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CGGR Hedge Fund Activity: Q2 2025 in Review

492 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q2 2025, worth a combined $9.98B — up 37% from $7.28B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new CGGR positions and 24 closed out — a net gain of 43 holders — while 290 added to existing stakes and 94 trimmed.

The largest buyer was LPL Financial, adding an estimated $263M. The largest seller was Geneos Wealth Management, cutting an estimated $19.1M.

  • 492 institutional investors held Capital Group Growth ETF (CGGR) as of Q2 2025, up from 451 in Q1 2025.
  • Funds reported $9.98B of Capital Group Growth ETF stock for Q2 2025, up 37% quarter-over-quarter.
  • 67 funds opened new Capital Group Growth ETF positions in Q2 2025 and 24 closed out, a net change of +43 holders.
  • The largest Capital Group Growth ETF buyer in Q2 2025 was LPL Financial, an estimated $263M added.
  • The largest Capital Group Growth ETF seller in Q2 2025 was Geneos Wealth Management, an estimated $19.1M sold.

Based on aggregated 13F filings for Q2 2025.