CGGR icon

Capital Group Growth ETF
CGGR

Overview Fund Activity

350 hedge funds and large institutions have $5.36B invested in Capital Group Growth ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 218 increasing their positions, 61 reducing their positions, and 12 closing their positions.

Holders
350
Holders Change
+23
Holders Change %
+7.03%
% of All Funds
5.06%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
41
Increased
218
Reduced
61
Closed
12
Calls
–
Puts
$205K
Net Calls
-$205K
Net Calls Change
-$264K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$433M
2
CGPCS
2
Capital Group Private Client Services
California
$674M
3
Bank of America
3
Bank of America
North Carolina
$351M
4
Morgan Stanley
4
Morgan Stanley
New York
$186M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$220M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.9M
2
KIM
2
Kestra Investment Management
Texas
$38.3M
3
OMC
3
Old Mission Capital
Illinois
$0
4
WI
4
Wintrust Investments
Illinois
$632K
5
ACM
5
Advance Capital Management
Michigan
$13.2M
Name Market Value Shares Shares
Change 		Shares
Change %
IAG
76
Investmark Advisory Group
Connecticut
$8.22M 236,187 +5,947 +3%
AL
77
ACAS LLC
California
$8.1M 232,941 +11,378 +5%
HighTower Advisors
78
HighTower Advisors
Illinois
$8.09M 232,656 +30,043 +15%
IFPL
79
Investments & Financial Planning LLC
Kentucky
$8.08M 232,143 -3,244 -1%
DWP
80
Daymark Wealth Partners
Ohio
$8.03M 230,843 +22,308 +11%
EA
81
Eclectic Associates
California
$7.99M 229,552 +41,743 +22%
BAM
82
Bellevue Asset Management
Washington
$7.97M 229,213 -475 -0.2%
DADC
83
D.A. Davidson & Co
Montana
$7.81M 224,416 +55,471 +33%
SFA
84
Souders Financial Advisors
Ohio
$7.67M 220,400 +464 +0.2%
AF
85
Advisornet Financial
Minnesota
$7.32M 210,400 +151,077 +255%
BCA
86
Bay Colony Advisors
Massachusetts
$7.28M 209,149 +186,612 +828%
OPPS
87
Obsidian Personal Planning Solutions
Maryland
$6.94M 199,135 +15,869 +9%
CWA
88
Clearview Wealth Advisors
Oregon
$6.81M 195,799 +24,751 +14%
AFA
89
AA Financial Advisors
Ohio
$6.62M 190,299 +34,519 +22%
Mariner
90
Mariner
Kansas
$6.6M 189,683 +65,033 +52%
AWM
91
Axxcess Wealth Management
California
$6.46M 185,690 +2,259 +1%
BFG
92
Beacon Financial Group
Texas
$6.39M 183,617 -13,244 -7%
SMC
93
Smith, Moore & Co
Missouri
$6.31M 181,311 +18,821 +12%
MOS
94
MGO One Seven
Ohio
$6.07M 174,445 +9,200 +6%
BB
95
Burford Brothers
Texas
$5.88M 168,972 +9,823 +6%
BAG
96
Bridgewealth Advisory Group
California
$5.85M 168,085 +5,863 +4%
William Blair & Company
97
William Blair & Company
Illinois
$5.79M 166,285 +27,238 +20%
MHB
98
Midwest Heritage Bank
Iowa
$5.64M 162,159 +4,262 +3%
FLPIM
99
F.L. Putnam Investment Management
Massachusetts
$5.61M 161,381 -3,256 -2%
Envestnet Portfolio Solutions
100
Envestnet Portfolio Solutions
Illinois
$5.55M 159,488 +55,203 +53%
2 3
4
5 6