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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 %
SFA
76
Souders Financial Advisors
Ohio
$7.23M 219,936 +6,460 +3%
DWP
77
Daymark Wealth Partners
Ohio
$6.86M 208,535 +6,841 +3%
HighTower Advisors
78
HighTower Advisors
Illinois
$6.66M 202,613 +136,161 +205%
BFG
79
Beacon Financial Group
Texas
$6.47M 196,861 +3,372 +2%
EA
80
Eclectic Associates
California
$6.18M 187,809 +2,824 +2%
AWM
81
Axxcess Wealth Management
California
$6.03M 183,431 +130,160 +244%
OPPS
82
Obsidian Personal Planning Solutions
Maryland
$6.03M 183,266 +14,239 +8%
CWA
83
Clearview Wealth Advisors
Oregon
$5.63M 171,048 +171,048 New
SPIA
84
Steward Partners Investment Advisory
New York
$5.62M 170,829 +4,834 +3%
DADC
85
D.A. Davidson & Co
Montana
$5.56M 168,945 +20,058 +13%
WI
86
Wintrust Investments
Illinois
$5.5M 167,351 -2,142 -1%
MOS
87
MGO One Seven
Ohio
$5.43M 165,245 +165,245 New
SCM
88
SOL Capital Management
Maryland
$5.43M 165,045 +102,044 +162%
FLPIM
89
F.L. Putnam Investment Management
Massachusetts
$5.41M 164,637 +164,637 New
SMC
90
Smith, Moore & Co
Missouri
$5.34M 162,490 +38,365 +31%
BAG
91
Bridgewealth Advisory Group
California
$5.34M 162,222 +20,616 +15%
BB
92
Burford Brothers
Texas
$5.23M 159,149 +16,337 +11%
MHB
93
Midwest Heritage Bank
Iowa
$5.19M 157,897 +19,448 +14%
AFA
94
AA Financial Advisors
Ohio
$5.12M 155,780 +21,064 +16%
AI
95
Atria Investments
North Carolina
$5.03M 152,954 -43,111 -22%
DC
96
Davenport & Co
Virginia
$4.68M 142,373 +10,293 +8%
DIM
97
Delta Investment Management
California
$4.67M 142,052 -56,613 -28%
VF
98
Vawter Financial
Ohio
$4.6M 139,801 +12,005 +9%
William Blair & Company
99
William Blair & Company
Illinois
$4.57M 139,047 +21,641 +18%
FWS
100
FinDec Wealth Services
California
$4.5M 136,813 -12,720 -9%
2 3
4
5 6