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Capital Group Growth ETF
CGGR

Overview Fund Activity

124 hedge funds and large institutions have $873M invested in Capital Group Growth ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 5 reducing their positions, and 6 closing their positions.

Holders
124
Holders Change
+30
Holders Change %
+31.91%
% of All Funds
2%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.15%
New
38
Increased
75
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEIA
1
Signature Estate & Investment Advisors
California
$44.3M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$77.1M
3
CGPCS
3
Capital Group Private Client Services
California
$164M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$35.9M
5
LPL Financial
5
LPL Financial
California
$55.9M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$217K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
CFA
3
CWS Financial Advisors
Michigan
$0
4
AWS
4
Atria Wealth Solutions
New York
$0
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
51
Merit Financial Group
Georgia
$2M +$1.13M +56,872 +131%
VF
52
Vawter Financial
Ohio
$1.87M +$1.87M +93,962 New
OMC
53
Old Mission Capital
Illinois
$1.6M -$197K -9,897 -11%
CA
54
CapWealth Advisors
Tennessee
$1.56M – – –
DC
55
Davenport & Co
Virginia
$1.51M +$251K +12,580 +20%
MHB
56
Midwest Heritage Bank
Iowa
$1.48M +$543K +27,242 +58%
AAS
57
Avantax Advisory Services
Texas
$1.45M +$347K +17,417 +32%
VA
58
Valmark Advisers
Ohio
$1.36M +$996K +49,954 +277%
CBFP
59
Cedar Brook Financial Partners
Ohio
$1.33M +$1.13M +56,642 +559%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$1.21M +$222K +11,140 +22%
IFPL
61
Investments & Financial Planning LLC
Kentucky
$1.1M +$1.1M +54,935 New
CP
62
Capital Planning
Washington
$1.08M +$723K +36,259 +205%
BA
63
Bridge Advisory
California
$1M +$15.3K +769 +2%
AAS
64
Ameritas Advisory Services
Nebraska
$998K +$998K +50,040 New
HI
65
Harbour Investments
Wisconsin
$955K +$501K +25,119 +110%
MWM
66
Madison Wealth Management
Ohio
$880K +$289K +14,517 +49%
LF
67
Lantz Financial
Illinois
$879K +$879K +44,075 New
SWA
68
Stratos Wealth Advisors
Ohio
$872K +$872K +43,733 New
OC
69
Oppenheimer & Co
New York
$865K +$865K +43,397 New
WAM
70
WNY Asset Management
New York
$836K +$836K +41,923 New
Capital International Investors
71
Capital International Investors
California
$798K – – –
William Blair & Company
72
William Blair & Company
Illinois
$795K +$795K +39,860 New
FP
73
Financial Perspectives
Minnesota
$755K +$316K +15,827 +72%
Mariner
74
Mariner
Kansas
$742K +$138K +6,938 +23%
CWC
75
Carolinas Wealth Consulting
North Carolina
$721K +$711K +35,678 +7,222%
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