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Capital Group Growth ETF
CGGR

Overview Fund Activity

200 hedge funds and large institutions have $1.92B invested in Capital Group Growth ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 120 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
200
Holders Change
+28
Holders Change %
+16.28%
% of All Funds
3.19%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
40
Increased
120
Reduced
34
Closed
10
Calls
$9K
Puts
–
Net Calls
+$9K
Net Calls Change
+$9K

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$158M
2
Bank of America
2
Bank of America
North Carolina
$69M
3
CGPCS
3
Capital Group Private Client Services
California
$282M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$35.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$72M

Top Sellers

1
Jane Street
1
Jane Street
New York
$17.7M
2
PA
2
Prism Advisors
California
$0
3
DIM
3
Delta Investment Management
California
$0
4
SEIA
4
Signature Estate & Investment Advisors
California
$55.4M
5
NECFA
5
New England Capital Financial Advisors
Connecticut
$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
51
Wintrust Investments
Illinois
$5.29M +$103K +4,221 +2%
AAS
52
Avantax Advisory Services
Texas
$5.24M +$423K +17,246 +9%
BA
53
Ballew Advisors
Mississippi
$5.22M +$71.1K +2,925 +1%
SFA
54
Souders Financial Advisors
Ohio
$5.09M -$134K -5,479 -3%
AIA
55
Armor Investment Advisors
North Carolina
$4.65M -$41K -1,675 -0.9%
ASN
56
Advisory Services Network
Georgia
$4.64M +$962K +39,250 +26%
IAG
57
Investmark Advisory Group
Connecticut
$4.61M +$498K +20,341 +12%
Corient Private Wealth
58
Corient Private Wealth
Florida
$4.59M -$4.66K -190 -0.1%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$4.14M +$2.1M +85,770 +103%
EA
60
Eclectic Associates
California
$4.05M +$257K +10,497 +7%
HI
61
Harbour Investments
Wisconsin
$3.9M +$1.35M +54,917 +53%
SPIA
62
Steward Partners Investment Advisory
New York
$3.73M -$1.62K -66 -0%
PFS
63
Prospera Financial Services
Texas
$3.7M +$3.22M +131,544 +673%
DWP
64
Destiny Wealth Partners
Florida
$3.46M +$3.46M +141,345 New
BFEC
65
Benjamin F. Edwards & Company
Missouri
$3.27M +$188K +7,664 +6%
IFPL
66
Investments & Financial Planning LLC
Kentucky
$2.99M +$380K +15,518 +15%
AssetMark Inc
67
AssetMark Inc
California
$2.98M +$2.98M +121,817 New
MFG
68
Merit Financial Group
Georgia
$2.95M +$300K +12,260 +11%
AAS
69
Ameritas Advisory Services
Nebraska
$2.85M +$2.64M +107,861 +1,269%
FA
70
Faithward Advisors
Pennsylvania
$2.8M -$16.2K -635 -0.6%
ACA
71
Aptus Capital Advisors
Alabama
$2.63M +$1.33M +54,181 +102%
DC
72
Davenport & Co
Virginia
$2.58M +$699K +28,532 +37%
VA
73
Valmark Advisers
Ohio
$2.47M +$499K +20,355 +25%
TAM
74
Townsend Asset Management
North Carolina
$2.39M +$416K +16,984 +21%
MHB
75
Midwest Heritage Bank
Iowa
$2.32M +$56.2K +2,294 +2%
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