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Capital Group Growth ETF
CGGR

Overview Fund Activity

479 hedge funds and large institutions have $9.8B invested in Capital Group Growth ETF in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 280 increasing their positions, 93 reducing their positions, and 24 closing their positions.

Holders
479
Holders Change
+35
Holders Change %
+7.88%
% of All Funds
6.43%
Holding in Top 10
63
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+16.67%
% of All Funds
0.85%
New
66
Increased
280
Reduced
93
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.22B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$425M
3
Morgan Stanley
3
Morgan Stanley
New York
$482M
4
KIM
4
Kestra Investment Management
Texas
$121M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$423M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$107M
2
SIAS
2
Summit Investment Advisory Services
Minnesota
$0
3
GWM
3
Geneos Wealth Management
Colorado
$31.4M
4
AFA
4
Alpha Financial Advisors
North Carolina
$17M
5
AWS
5
Atria Wealth Solutions
New York
$23.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
76
Concurrent Investment Advisors
Florida
$16.2M 398,740 +113,561 +40%
SPIA
77
Steward Partners Investment Advisory
New York
$15.9M 391,757 +83,376 +27%
DC
78
Davenport & Co
Virginia
$15.5M 380,279 +27,606 +8%
Two Sigma Investments
79
Two Sigma Investments
New York
$15.5M 380,100 +380,100 New
KPWS
80
Kestra Private Wealth Services
Texas
$15.3M 375,397 +61,055 +19%
SFA
81
Souders Financial Advisors
Ohio
$14.8M 364,518 +33,244 +10%
GWA
82
Gutierrez Wealth Advisory
Arkansas
$14.1M 347,156 -10,574 -3%
IA
83
IAM Advisory
Pennsylvania
$14.1M 345,835 +282,264 +444%
FS
84
Ferguson Shapiro
Georgia
$13.9M 342,583 +342,583 New
AWM
85
Axxcess Wealth Management
California
$13.8M 339,826 +88,795 +35%
HighTower Advisors
86
HighTower Advisors
Illinois
$13.5M 331,794 +71,390 +27%
HTWM
87
Hartmann Taylor Wealth Management
Texas
$13.2M 324,452 +42,830 +15%
VAS
88
Vestmark Advisory Solutions
Massachusetts
$12.4M 304,746 +163,073 +115%
DWP
89
Daymark Wealth Partners
Ohio
$12.4M 304,055 -6,808 -2%
CL
90
CLG LLC
California
$12.4M 303,824 +73,945 +32%
AL
91
ACAS LLC
California
$12.1M 285,443 +13,400 +5%
ASN
92
Advisory Services Network
Georgia
$11.6M 277,003 +60,583 +28%
MHB
93
Midwest Heritage Bank
Iowa
$11.4M 280,082 +43,336 +18%
BFC
94
Bedel Financial Consulting
Indiana
$11.3M 278,912 -3,291 -1%
SA
95
Sovran Advisors
California
$11.3M 278,742 -22,929 -8%
WIP
96
WealthCare Investment Partners
Rhode Island
$11.2M 274,830 -15,667 -5%
SFWC
97
Strategic Family Wealth Counselors
New Jersey
$11.2M 275,852 +815 +0.3%
BA
98
Ballew Advisors
Mississippi
$10.8M 264,882 +6,509 +3%
IFPL
99
Investments & Financial Planning LLC
Kentucky
$10.7M 263,134 +14,317 +6%
MFG
100
Merit Financial Group
Georgia
$10.7M 262,942 +108,976 +71%
2 3
4
5 6