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Capital Group Growth ETF
CGGR

Overview Fund Activity

327 hedge funds and large institutions have $4.39B invested in Capital Group Growth ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
327
Holders Change
+35
Holders Change %
+11.99%
% of All Funds
4.76%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.44%
New
50
Increased
194
Reduced
49
Closed
11
Calls
$62K
Puts
$3K
Net Calls
+$59K
Net Calls Change
+$62K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
KIM
2
Kestra Investment Management
Texas
$44.4M
3
CGPCS
3
Capital Group Private Client Services
California
$563M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$167M
5
Bank of America
5
Bank of America
North Carolina
$261M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
SIAS
2
Summit Investment Advisory Services
Minnesota
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$68.4M
4
OMC
4
Old Mission Capital
Illinois
$8.26M
5
ACA
5
Aptus Capital Advisors
Alabama
$3.1M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
51
Exencial Wealth Advisors
Oklahoma
$13.8M 420,742 +58,827 +16%
FC
52
Financial Council
Maryland
$13.6M 413,434 +17,093 +4%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$13.5M 411,170 +90,313 +28%
PFS
54
Prospera Financial Services
Texas
$13.1M 398,376 +185,678 +87%
Truist Financial
55
Truist Financial
North Carolina
$12.8M 387,746 +57,372 +17%
PA
56
PFG Advisors
Arizona
$12.4M 375,765 -3,268 -0.9%
MLRA
57
Main Line Retirement Advisors
Montana
$11.5M 350,146 +7,461 +2%
VA
58
Valmark Advisers
Ohio
$10.8M 329,390 +101,485 +45%
AAS
59
Ameritas Advisory Services
Nebraska
$10.5M 319,822 +81,735 +34%
HI
60
Harbour Investments
Wisconsin
$10.2M 308,959 +34,206 +12%
CSPIA
61
Cary Street Partners Investment Advisory
Virginia
$9.97M 303,025 -31,553 -9%
WWP
62
WR Wealth Planners
Missouri
$9.78M 297,236 +16,606 +6%
AF
63
Allworth Financial
California
$9.66M 294,267 +289,362 +5,899%
AAS
64
Avantax Advisory Services
Texas
$9.66M 293,770 +43,687 +17%
BFC
65
Bedel Financial Consulting
Indiana
$8.91M 271,040 -3,522 -1%
SFWC
66
Strategic Family Wealth Counselors
New Jersey
$8.91M 270,767 +3,928 +1%
BFEC
67
Benjamin F. Edwards & Company
Missouri
$8.4M 255,304 +62,006 +32%
OMC
68
Old Mission Capital
Illinois
$8.26M 251,282 -259,634 -51%
LWM
69
LongView Wealth Management
Georgia
$8.19M 249,087 +29,846 +14%
BA
70
Ballew Advisors
Mississippi
$7.96M 235,412 +10,418 +5%
IFPL
71
Investments & Financial Planning LLC
Kentucky
$7.74M 235,387 +6,042 +3%
IAG
72
Investmark Advisory Group
Connecticut
$7.57M 230,240 +18,385 +9%
BAM
73
Bellevue Asset Management
Washington
$7.55M 229,688 -618 -0.3%
AIA
74
Armor Investment Advisors
North Carolina
$7.29M 221,686 +13,551 +7%
AL
75
ACAS LLC
California
$7.28M 221,563 +45,202 +26%
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