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Capital Group Growth ETF
CGGR

Overview Fund Activity

124 hedge funds and large institutions have $873M invested in Capital Group Growth ETF in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 5 reducing their positions, and 6 closing their positions.

Holders
124
Holders Change
+30
Holders Change %
+31.91%
% of All Funds
2%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.15%
New
38
Increased
75
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEIA
1
Signature Estate & Investment Advisors
California
$44.3M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$77.1M
3
CGPCS
3
Capital Group Private Client Services
California
$164M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$35.9M
5
LPL Financial
5
LPL Financial
California
$55.9M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$217K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
CFA
3
CWS Financial Advisors
Michigan
$0
4
AWS
4
Atria Wealth Solutions
New York
$0
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFS
101
Founders Financial Securities
Maryland
$253K +$21.6K +1,083 +9%
CHJWM
102
Carlton Hofferkamp & Jenks Wealth Management
Texas
$249K +$249K +11,189 New
AWM
103
AE Wealth Management
Kansas
$245K +$11.5K +577 +5%
IA
104
IFP Advisors
Florida
$239K +$167K +6,677 +230%
BC
105
Barrett & Company
Rhode Island
$233K – – –
EWA
106
EverSource Wealth Advisors
Alabama
$232K +$50.3K +2,525 +28%
BFA
107
Bill Few Associates
Pennsylvania
$225K +$225K +11,260 New
CIAS
108
CFS Investment Advisory Services
New Jersey
$217K -$3.45M -172,975 -94%
CFGS
109
Concourse Financial Group Securities
Alabama
$215K +$18K +903 +9%
BFA
110
Beacon Financial Advisory
Ohio
$208K +$208K +10,448 New
GRP
111
Global Retirement Partners
California
$176K +$7.48K +375 +4%
CF
112
Centaurus Financial
California
$142K +$27.6K +1,387 +24%
DJSG
113
D.J. St. Germain
Massachusetts
$115K +$115K +5,779 New
PTC
114
Private Trust Company
Ohio
$96K +$96K +4,800 New
SN
115
Sittner & Nelson
Oregon
$79.8K – – –
USCWA
116
U.S. Capital Wealth Advisors
Texas
$47.7K +$47.7K +2,390 New
CFD
117
Creative Financial Designs
Indiana
$46.8K +$6.92K +347 +17%
MCC
118
Money Concepts Capital
Florida
$34.1K +$34.1K +1,712 New
Morgan Stanley
119
Morgan Stanley
New York
$32K +$32K +1,605 New
AF
120
Affiance Financial
Minnesota
$32K +$32K +1,603 New
IWP
121
IAG Wealth Partners
Wisconsin
$9.87K +$9.87K +495 New
ME
122
McIlrath & Eck
Washington
$8.42K – – –
Fidelity Investments
123
Fidelity Investments
Massachusetts
$1.14K +$1.14K +57 New
BC
124
Burleson & Co
California
$40 – – –
Renaissance Technologies
125
Renaissance Technologies
New York
– -$1.11M -56,600 Closed
2 3 4
5
6