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Capital Group Growth ETF
CGGR

Overview Fund Activity

263 hedge funds and large institutions have $2.73B invested in Capital Group Growth ETF in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 149 increasing their positions, 35 reducing their positions, and 3 closing their positions.

Holders
263
Holders Change
+63
Holders Change %
+31.5%
% of All Funds
3.86%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.34%
New
67
Increased
149
Reduced
35
Closed
3
Calls
$11K
Puts
$2K
Net Calls
+$9K
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$158M
2
CGPCS
2
Capital Group Private Client Services
California
$389M
3
LPL Financial
3
LPL Financial
California
$168M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$219M
5
Wells Fargo
5
Wells Fargo
California
$66.9M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
AAS
2
Ameritas Advisory Services
Nebraska
$826K
3
OMC
3
Old Mission Capital
Illinois
$12.2M
4
SEIA
4
Signature Estate & Investment Advisors
California
$62.4M
5
BA
5
Bridge Advisory
California
$250K
Name Market Value Shares Shares
Change 		Shares
Change %
MLRA
51
Main Line Retirement Advisors
Montana
$9.25M 327,845 +327,845 New
ASN
52
Advisory Services Network
Georgia
$8.93M 316,370 +127,181 +67%
BFC
53
Bedel Financial Consulting
Indiana
$7.62M 270,062 +6,963 +3%
SFWC
54
Strategic Family Wealth Counselors
New Jersey
$7.41M 262,556 +14,520 +6%
ACA
55
Aptus Capital Advisors
Alabama
$6.34M 224,470 +117,178 +109%
IFPL
56
Investments & Financial Planning LLC
Kentucky
$6.31M 223,656 +101,773 +84%
HI
57
Harbour Investments
Wisconsin
$6.22M 220,183 +61,139 +38%
AAS
58
Avantax Advisory Services
Texas
$6.2M 219,644 +5,691 +3%
SFA
59
Souders Financial Advisors
Ohio
$6.06M 214,832 +7,188 +3%
WI
60
Wintrust Investments
Illinois
$6.05M 214,444 -1,266 -0.6%
BA
61
Ballew Advisors
Mississippi
$6.02M 214,103 -714 -0.3%
IAG
62
Investmark Advisory Group
Connecticut
$5.87M 208,014 +19,862 +11%
BAM
63
Bellevue Asset Management
Washington
$5.85M 207,242 +207,242 New
AIA
64
Armor Investment Advisors
North Carolina
$5.62M 199,244 +9,595 +5%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$5.48M 194,171 +194,171 New
HighTower Advisors
66
HighTower Advisors
Illinois
$5.4M 191,162 +118,660 +164%
DWP
67
Daymark Wealth Partners
Ohio
$5.36M 189,919 +189,919 New
EA
68
Eclectic Associates
California
$5.34M 189,163 +23,720 +14%
PFS
69
Prospera Financial Services
Texas
$5.07M 179,459 +28,356 +19%
Corient Private Wealth
70
Corient Private Wealth
Florida
$4.97M 175,958 -11,436 -6%
VA
71
Valmark Advisers
Ohio
$4.69M 165,992 +65,194 +65%
LWM
72
LongView Wealth Management
Georgia
$4.49M 160,243 +160,243 New
SPIA
73
Steward Partners Investment Advisory
New York
$4.48M 158,681 +6,581 +4%
Jones Financial Companies
74
Jones Financial Companies
Missouri
$4.34M 153,602 +134,226 +693%
FWS
75
FinDec Wealth Services
California
$4.3M 152,436 +152,436 New
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3
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