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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.

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 %
DIM
76
Delta Investment Management
California
$6.36M +$6.36M +198,665 New
AI
77
Atria Investments
North Carolina
$6.27M +$6.27M +196,065 New
BFG
78
Beacon Financial Group
Texas
$6.19M +$1.45M +45,198 +30%
BFEC
79
Benjamin F. Edwards & Company
Missouri
$6.18M +$1.45M +45,453 +31%
EA
80
Eclectic Associates
California
$5.92M -$134K -4,178 -2%
AL
81
ACAS LLC
California
$5.64M +$2.5M +78,135 +80%
WI
82
Wintrust Investments
Illinois
$5.42M -$1.44M -44,951 -21%
SPIA
83
Steward Partners Investment Advisory
New York
$5.31M +$234K +7,314 +5%
OPPS
84
Obsidian Personal Planning Solutions
Maryland
$5.13M +$5.13M +169,027 New
FWS
85
FinDec Wealth Services
California
$4.78M -$92.9K -2,903 -2%
DADC
86
D.A. Davidson & Co
Montana
$4.76M +$3.88M +121,333 +440%
BB
87
Burford Brothers
Texas
$4.57M +$628K +19,617 +16%
SPC
88
Sigma Planning Corp
Michigan
$4.55M +$2.77M +86,546 +156%
BAG
89
Bridgewealth Advisory Group
California
$4.53M +$1.49M +46,510 +49%
MHB
90
Midwest Heritage Bank
Iowa
$4.43M +$1.31M +41,106 +42%
Corient Private Wealth
91
Corient Private Wealth
Florida
$4.39M -$1.24M -38,653 -22%
AFA
92
AA Financial Advisors
Ohio
$4.31M +$48.4K +1,513 +1%
DC
93
Davenport & Co
Virginia
$4.23M -$3.26K -102 -0.1%
VF
94
Vawter Financial
Ohio
$4.09M +$94.3K +2,947 +2%
AssetMark Inc
95
AssetMark Inc
California
$4.03M -$191K -5,981 -5%
SMC
96
Smith, Moore & Co
Missouri
$3.97M +$1.76M +55,131 +80%
GLA
97
Good Life Advisors
Pennsylvania
$3.93M +$3.46M +108,198 +744%
BWA
98
BlueChip Wealth Advisors
Georgia
$3.92M +$3.92M +122,476 New
DWP
99
Destiny Wealth Partners
Florida
$3.86M -$119K -3,715 -3%
MFG
100
Merit Financial Group
Georgia
$3.84M -$73.8K -2,388 -2%
2 3
4
5 6