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Capital Group Growth ETF
CGGR

Overview Fund Activity

292 hedge funds and large institutions have $3.73B invested in Capital Group Growth ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 173 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+29
Holders Change %
+11.03%
% of All Funds
4.23%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.41%
New
43
Increased
173
Reduced
56
Closed
10
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$12K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$287M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$82M
3
CGPCS
3
Capital Group Private Client Services
California
$504M
4
Wells Fargo
4
Wells Fargo
California
$131M
5
Bank of America
5
Bank of America
North Carolina
$220M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.03M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$18.9M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$2.13M
4
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$24.9M
5
SIAS
5
Summit Investment Advisory Services
Minnesota
$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
51
Exencial Wealth Advisors
Oklahoma
$11.6M +$9.38M +293,320 +428%
MLRA
52
Main Line Retirement Advisors
Montana
$11M +$475K +14,840 +5%
ASN
53
Advisory Services Network
Georgia
$10.7M +$614K +19,185 +6%
HTC
54
Haverford Trust Company
Pennsylvania
$10.7M +$6.76M +211,391 +171%
CSPIA
55
Cary Street Partners Investment Advisory
Virginia
$10.7M -$153K -4,791 -1%
Truist Financial
56
Truist Financial
North Carolina
$10.6M -$295K -9,207 -3%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$10.3M +$4.05M +126,686 +65%
WWP
58
WR Wealth Planners
Missouri
$8.98M +$5.89M +184,011 +190%
Jones Financial Companies
59
Jones Financial Companies
Missouri
$8.9M +$3.99M +124,667 +81%
HI
60
Harbour Investments
Wisconsin
$8.79M +$1.75M +54,570 +25%
BFC
61
Bedel Financial Consulting
Indiana
$8.78M +$144K +4,500 +2%
ACA
62
Aptus Capital Advisors
Alabama
$8.54M +$1.36M +42,423 +19%
SFWC
63
Strategic Family Wealth Counselors
New Jersey
$8.54M +$137K +4,283 +2%
AAS
64
Avantax Advisory Services
Texas
$8M +$974K +30,439 +14%
AAS
65
Ameritas Advisory Services
Nebraska
$7.44M +$6.55M +209,627 +737%
BAM
66
Bellevue Asset Management
Washington
$7.37M +$738K +23,064 +11%
IFPL
67
Investments & Financial Planning LLC
Kentucky
$7.34M +$182K +5,689 +3%
VA
68
Valmark Advisers
Ohio
$7.29M +$1.98M +61,913 +37%
BA
69
Ballew Advisors
Mississippi
$7.15M +$346K +10,891 +5%
LWM
70
LongView Wealth Management
Georgia
$7.01M +$1.89M +58,998 +37%
SFA
71
Souders Financial Advisors
Ohio
$6.83M -$43.4K -1,356 -0.6%
PFS
72
Prospera Financial Services
Texas
$6.8M +$1.06M +33,239 +19%
IAG
73
Investmark Advisory Group
Connecticut
$6.78M +$123K +3,841 +2%
AIA
74
Armor Investment Advisors
North Carolina
$6.66M +$284K +8,891 +4%
DWP
75
Daymark Wealth Partners
Ohio
$6.45M +$377K +11,775 +6%
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