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Capital Group Growth ETF
CGGR

Overview Fund Activity

172 hedge funds and large institutions have $1.62B invested in Capital Group Growth ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 99 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
172
Holders Change
+28
Holders Change %
+19.44%
% of All Funds
2.71%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
37
Increased
99
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$43.7M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$50M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$58.1M
4
CGPCS
4
Capital Group Private Client Services
California
$264M
5
LPL Financial
5
LPL Financial
California
$100M

Top Sellers

1
ASN
1
Advisory Services Network
Georgia
$3.78M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
SIAS
3
Summit Investment Advisory Services
Minnesota
$19.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.11M
5
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$22.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
51
Armor Investment Advisors
North Carolina
$4.83M 191,324 +5,120 +3%
Corient Private Wealth
52
Corient Private Wealth
Florida
$4.73M 187,584 +187,584 New
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$4.69M 185,858 +19,260 +12%
OMC
54
Old Mission Capital
Illinois
$4.39M 173,872 +32,829 +23%
IAG
55
Investmark Advisory Group
Connecticut
$4.23M 167,811 +16,617 +11%
Truist Financial
56
Truist Financial
North Carolina
$3.96M 156,911 -42,407 -21%
EA
57
Eclectic Associates
California
$3.91M 154,946 +9,221 +6%
SPIA
58
Steward Partners Investment Advisory
New York
$3.84M 152,166 -6,875 -4%
CSPIA
59
Cary Street Partners Investment Advisory
Virginia
$3.79M 150,188 +3,111 +2%
ASN
60
Advisory Services Network
Georgia
$3.78M 149,939 -111,053 -43%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$3.18M 125,847 +13,527 +12%
VF
62
Vawter Financial
Ohio
$2.9M 115,128 +4,383 +4%
FA
63
Faithward Advisors
Pennsylvania
$2.81M 110,727 -5,573 -5%
MFG
64
Merit Financial Group
Georgia
$2.72M 107,961 +1,441 +1%
IFPL
65
Investments & Financial Planning LLC
Kentucky
$2.68M 106,365 +22,089 +26%
HI
66
Harbour Investments
Wisconsin
$2.63M 104,127 +27,546 +36%
CA
67
Calton & Associates
Florida
$2.5M 99,207 -489 -0.5%
MHB
68
Midwest Heritage Bank
Iowa
$2.33M 92,448 – –
EWA
69
Exencial Wealth Advisors
Oklahoma
$2.13M 84,364 +84,364 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$2.1M 83,258 +83,258 New
BFG
71
Bleakley Financial Group
New Jersey
$2.04M 80,736 +80,736 New
SS
72
Simplicity Solutions
Minnesota
$2.04M 80,736 +80,736 New
TAM
73
Townsend Asset Management
North Carolina
$2.04M 80,715 +10,850 +16%
VA
74
Valmark Advisers
Ohio
$2.03M 80,443 +10,207 +15%
DC
75
Davenport & Co
Virginia
$1.94M 76,740 +3,249 +4%
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3
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