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Capital Group Growth ETF
CGGR

Overview Fund Activity

433 hedge funds and large institutions have $10.8B invested in Capital Group Growth ETF in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 232 increasing their positions, 71 reducing their positions, and 11 closing their positions.

Holders
433
Holders Change
+83
Holders Change %
+23.71%
% of All Funds
5.77%
Holding in Top 10
51
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+70%
% of All Funds
0.68%
New
100
Increased
232
Reduced
71
Closed
11
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$212K

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.1B
2
Raymond James Financial
2
Raymond James Financial
Florida
$258M
3
LPL Financial
3
LPL Financial
California
$624M
4
Morgan Stanley
4
Morgan Stanley
New York
$273M
5
WAM
5
WNY Asset Management
New York
$60M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.34M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$695K
3
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$0
4
SEIA
4
Signature Estate & Investment Advisors
California
$99.9M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$91.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$10.3M 277,454 +5,728 +2%
HighTower Advisors
77
HighTower Advisors
Illinois
$10.1M 271,082 +38,426 +17%
SFWC
78
Strategic Family Wealth Counselors
New Jersey
$10M 269,719 +3,690 +1%
SFA
79
Souders Financial Advisors
Ohio
$10M 269,033 +48,633 +22%
AF
80
Advisornet Financial
Minnesota
$9.86M 265,134 +54,734 +26%
AL
81
ACAS LLC
California
$9.72M 245,979 +13,038 +6%
PSCM
82
Per Stirling Capital Management
Texas
$9.65M 259,578 +1,020 +0.4%
AIA
83
Armor Investment Advisors
North Carolina
$9.62M 258,696 +7,302 +3%
BA
84
Ballew Advisors
Mississippi
$9.06M 242,828 +4,965 +2%
BCA
85
Bay Colony Advisors
Massachusetts
$8.99M 241,991 +32,842 +16%
IFPL
86
Investments & Financial Planning LLC
Kentucky
$8.95M 240,713 +8,570 +4%
Mariner
87
Mariner
Kansas
$8.76M 235,770 +46,087 +24%
IAG
88
Investmark Advisory Group
Connecticut
$8.76M 235,608 -579 -0.2%
BAM
89
Bellevue Asset Management
Washington
$8.5M 228,716 -497 -0.2%
DWP
90
Daymark Wealth Partners
Ohio
$8.41M 226,300 -4,543 -2%
Marshall Wace
91
Marshall Wace
United Kingdom
$8.41M 226,127 +84,079 +59%
OPPS
92
Obsidian Personal Planning Solutions
Maryland
$8.29M 210,771 +11,636 +6%
SMC
93
Smith, Moore & Co
Missouri
$8.2M 220,476 +39,165 +22%
CL
94
CLG LLC
California
$8.09M 217,657 +217,657 New
Envestnet Portfolio Solutions
95
Envestnet Portfolio Solutions
Illinois
$7.71M 207,461 +47,973 +30%
CWM
96
Challenger Wealth Management
California
$7.67M 206,358 +206,358 New
SA
97
Sovran Advisors
California
$7.63M 204,951 +204,951 New
BFG
98
Beacon Financial Group
Texas
$7.52M 202,256 +18,639 +10%
CWA
99
Clearview Wealth Advisors
Oregon
$7.38M 198,457 +2,658 +1%
MHB
100
Midwest Heritage Bank
Iowa
$7.29M 196,053 +33,894 +21%
2 3
4
5 6