We are live on ! Find out more
CGGR icon

Capital Group Growth ETF
CGGR

602 hedge funds and large institutions have $15B invested in Capital Group Growth ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 356 increasing their positions, 128 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 128

13% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 48

1.48% more ownership

Funds ownership: 76.11% → 77.59% (+1.5%)

4% more capital invested

Capital invested by funds: $14.4B → $15B (+$575M)

1% less funds holding

Funds holding: 609 → 602 (-7)

16% less funds holding in top 10

Funds holding in top 10: 93 → 78 (-15)

Holders
602
Holders Change
-7
Holders Change %
-1.15%
% of All Funds
7.37%
Holding in Top 10
78
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.13%
% of All Funds
0.95%
New
54
Increased
356
Reduced
128
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$309M
2
FFS
Forge Financial Services
Oklahoma
+$226M
3
Wells Fargo
Wells Fargo
California
+$144M
4
CGPCS
Capital Group Private Client Services
California
+$135M
5
Morgan Stanley
Morgan Stanley
New York
+$124M

Top Sellers

Rank Fund Capital Flow
1
FSA
Financial Security Advisor
Virginia
-$74.7M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$31.2M
3
SCM
SOL Capital Management
Maryland
-$28.3M
4
GWM
Geneos Wealth Management
Colorado
-$27.9M
5
AWM
Axxcess Wealth Management
California
-$19.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
26
Independent Advisor Alliance
North Carolina
$88.3M +$94.8M +2,196,342 New
PAG
27
Private Advisor Group
New Jersey
$84.1M +$4.8M +111,185 +6%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$80.5M -$10.9M -253,232 -11%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$80.4M +$6.7M +155,207 +8%
MFG
30
Merit Financial Group
Georgia
$76.8M +$4.68M +108,313 +6%
SEI Investments
31
SEI Investments
Pennsylvania
$73.8M +$10.5M +243,416 +15%
WAM
32
WNY Asset Management
New York
$72.5M +$77.9M +1,804,970 New
VA
33
Valmark Advisers
Ohio
$65.2M +$32.4M +749,890 +86%
NA
34
NewEdge Advisors
Louisiana
$60.7M +$2.14M +49,640 +3%
AWM
35
Aprio Wealth Management
Georgia
$58.4M +$6.99M +161,930 +13%
PFS
36
Prospera Financial Services
Texas
$57.9M +$5.74M +132,895 +10%
JBA
37
Johnson Bixby & Associates
Washington
$57.2M +$1.27M +29,362 +2%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$56.6M -$31.2M -722,658 -34%
NECFA
39
New England Capital Financial Advisors
Connecticut
$56M -$1.24M -28,707 -2%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$55.9M +$4.35M +100,662 +8%
GVAG
41
Great Valley Advisor Group
Delaware
$53.2M +$5.22M +120,863 +10%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$52.7M +$5.26M +121,765 +10%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$48.9M +$8.39M +194,338 +19%
CWS
44
Confluence Wealth Services
Pennsylvania
$46.7M +$2.77M +64,061 +6%
AWC
45
Adamsbrown Wealth Consultants
Kansas
$43.3M +$1.66M +38,478 +4%
EH
46
Equitable Holdings
New York
$43.2M +$12.7M +293,164 +43%
JF
47
JSF Financial
California
$42.8M +$8.21M +190,083 +22%
CIA
48
Concurrent Investment Advisors
Florida
$40.7M -$9.98M -231,073 -19%
SIAS
49
Summit Investment Advisory Services
Minnesota
$37.4M +$3.06M +70,911 +8%
DADC
50
D.A. Davidson & Co
Montana
$36.4M +$2.87M +66,504 +8%
1
2
3 4 5

CGGR Hedge Fund Activity: Q1 2026 in Review

602 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q1 2026, worth a combined $15B — up 4% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new CGGR positions and 48 closed out — a net gain of 6 holders — while 356 added to existing stakes and 128 trimmed.

The largest buyer was LPL Financial, adding an estimated $309M. The largest seller was Financial Security Advisor, cutting an estimated $74.7M.

  • 602 institutional investors held Capital Group Growth ETF (CGGR) as of Q1 2026, down from 609 in Q4 2025.
  • Funds reported $15B of Capital Group Growth ETF stock for Q1 2026, up 4% quarter-over-quarter.
  • 54 funds opened new Capital Group Growth ETF positions in Q1 2026 and 48 closed out, a net change of +6 holders.
  • The largest Capital Group Growth ETF buyer in Q1 2026 was LPL Financial, an estimated $309M added.
  • The largest Capital Group Growth ETF seller in Q1 2026 was Financial Security Advisor, an estimated $74.7M sold.

Based on aggregated 13F filings for Q1 2026.