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Capital Group Growth ETF
CGGR

Overview Fund Activity

144 hedge funds and large institutions have $1.12B invested in Capital Group Growth ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
144
Holders Change
+20
Holders Change %
+16.13%
% of All Funds
2.31%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
29
Increased
82
Reduced
22
Closed
6
Calls
$22K
Puts
$4K
Net Calls
+$18K
Net Calls Change
+$18K

Top Buyers

1
CGPCS
1
Capital Group Private Client Services
California
$220M
2
SIAS
2
Summit Investment Advisory Services
Minnesota
$18.7M
3
GRP
3
Global Retirement Partners
California
$14.5M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$40.8M
5
LPL Financial
5
LPL Financial
California
$73.8M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$27.6M
2
CAL
2
Capital Analysts LLC
Pennsylvania
$117K
3
Jane Street
3
Jane Street
New York
$2.9M
4
FTUS
4
Flow Traders U.S.
New York
$1.51M
5
FC
5
Financial Council
Maryland
$9.97M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$1.18M 52,624 +52,624 New
AAS
77
Ameritas Advisory Services
Nebraska
$1.17M 52,311 +2,271 +5%
BA
78
Bridge Advisory
California
$1.1M 49,166 -1,145 -2%
SWA
79
Stratos Wealth Advisors
Ohio
$1.1M 48,846 +5,113 +12%
MWM
80
Madison Wealth Management
Ohio
$998K 44,438 +306 +0.7%
WP
81
WealthSource Partners
California
$957K 42,593 +42,593 New
FP
82
Financial Perspectives
Minnesota
$955K 42,524 +4,646 +12%
MWM
83
Meridian Wealth Management
Kentucky
$909K 40,461 +40,461 New
TWM
84
Tradition Wealth Management
Minnesota
$899K 40,006 +40,006 New
BFS
85
Bard Financial Services
Connecticut
$882K 39,250 +7,500 +24%
SG
86
Stonnington Group
California
$868K 38,400 +38,400 New
Mariner
87
Mariner
Kansas
$863K 38,414 +1,190 +3%
CWC
88
Carolinas Wealth Consulting
North Carolina
$860K 38,311 +2,139 +6%
WAM
89
WNY Asset Management
New York
$838K 37,295 -4,628 -11%
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$822K 36,586 +7,320 +25%
AL
91
ACAS LLC
California
$805K 35,862 +4,916 +16%
PWW
92
Pettyjohn Wood & White
Virginia
$641K 28,525 -625 -2%
BFA
93
Beacon Financial Advisory
Ohio
$635K 28,264 +17,816 +171%
CWM
94
Cornerstone Wealth Management
Missouri
$576K 25,646 +25,646 New
BAM
95
Belpointe Asset Management
Nevada
$554K 24,655 +3,425 +16%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$552K 24,595 +24,595 New
FFS
97
Founders Financial Securities
Maryland
$507K 22,568 +9,860 +78%
DADC
98
D.A. Davidson & Co
Montana
$506K 22,529 +852 +4%
SWM
99
Spire Wealth Management
Virginia
$505K 22,481 +22,481 New
SPC
100
Sigma Planning Corp
Michigan
$500K 22,265 +4,533 +26%
2 3
4
5 6