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Capital Group Growth ETF
CGGR

Overview Fund Activity

444 hedge funds and large institutions have $7.25B invested in Capital Group Growth ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 285 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+11
Holders Change %
+2.54%
% of All Funds
6.03%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
0.73%
New
40
Increased
285
Reduced
80
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$782M
2
Morgan Stanley
Morgan Stanley
New York
$327M
3
CGPCS
Capital Group Private Client Services
California
$748M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$400M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$277M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
$0
2
ASN
Advisory Services Network
Georgia
$7.41M
3
ALA
Atlas Legacy Advisors
California
$1.99M
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
RHP
Royal Harbor Partners
Texas
$7.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$20.1M +$1.03M +30,046 +5%
EA
52
Eclectic Associates
California
$20M +$3.68M +107,449 +23%
VA
53
Valmark Advisers
Ohio
$17.1M +$3.4M +99,166 +25%
GFG
54
Greenbush Financial Group
New York
$17.1M +$1.2M +35,003 +8%
DADC
55
D.A. Davidson & Co
Montana
$16.7M +$4.73M +138,176 +39%
AF
56
Advisornet Financial
Minnesota
$16.3M +$7.21M +210,434 +79%
HI
57
Harbour Investments
Wisconsin
$16.2M +$2.9M +84,548 +22%
FC
58
Financial Council
Maryland
$14.6M +$154K +4,509 +1%
AAS
59
Avantax Advisory Services
Texas
$14.5M +$886K +25,862 +6%
MWM
60
Mission Wealth Management
California
$14.1M +$14.1M +413,133 New
EWA
61
Exencial Wealth Advisors
Oklahoma
$13.9M -$206K -6,024 -1%
AAS
62
Ameritas Advisory Services
Nebraska
$13.8M -$162K -4,538 -1%
MLRA
63
Main Line Retirement Advisors
Montana
$13.4M +$356K +10,396 +3%
CWM
64
Challenger Wealth Management
California
$13.4M +$6.29M +183,765 +89%
IA
65
IFP Advisors
Florida
$13.1M +$12.9M +377,910 +8,496%
OMC
66
Old Mission Capital
Illinois
$12.6M +$12.6M +366,909 New
PA
67
PFG Advisors
Arizona
$12.5M +$153K +4,472 +1%
GWA
68
Gutierrez Wealth Advisory
Arkansas
$12.3M +$386K +11,257 +3%
Mariner
69
Mariner
Kansas
$12.2M +$4.08M +119,152 +51%
DC
70
Davenport & Co
Virginia
$12.1M +$1.54M +45,105 +15%
BEI
71
Benjamin Edwards Inc
Missouri
$11.7M +$1.62M +47,372 +16%
SFA
72
Souders Financial Advisors
Ohio
$11.3M +$2.13M +62,241 +23%
Goldman Sachs
73
Goldman Sachs
New York
$11M +$6.96M +203,151 +174%
KPWS
74
Kestra Private Wealth Services
Texas
$10.8M +$5.88M +171,801 +121%
LWM
75
LongView Wealth Management
Georgia
$10.7M +$514K +14,996 +5%
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