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Capital Group Growth ETF
CGGR

173 hedge funds and large institutions have $1.62B invested in Capital Group Growth ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

267% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 27

44% more funds holding in top 10

Funds holding in top 10: 9 → 13 (+4)

44% more capital invested

Capital invested by funds: $1.12B → $1.62B (+$497M)

20% more funds holding

Funds holding: 144 → 173 (+29)

3.46% more ownership

Funds ownership: 65.75% → 69.21% (+3.5%)

Holders
173
Holders Change
+29
Holders Change %
+20.14%
% of All Funds
2.72%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.2%
New
38
Increased
99
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$37.3M
2
MML Investors Services
MML Investors Services
Massachusetts
+$26.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$20.3M
4
CGPCS
Capital Group Private Client Services
California
+$16.2M
5
LPL Financial
LPL Financial
California
+$15.8M

Top Sellers

1
ASN
Advisory Services Network
Georgia
-$2.59M
2
Goldman Sachs
Goldman Sachs
New York
-$2.25M
3
SIAS
Summit Investment Advisory Services
Minnesota
-$1.69M
4
FTUS
Flow Traders U.S.
New York
-$1.51M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
101
Koshinski Asset Management
Illinois
$923K -$140 -6 -0%
HAS
102
HBW Advisory Services
California
$907K +$838K +35,961 New
OW
103
Olistico Wealth
Oklahoma
$900K +$831K +35,665 New
FFS
104
Founders Financial Securities
Maryland
$849K +$258K +11,065 +49%
CWM
105
Cornerstone Wealth Management
Missouri
$846K +$184K +7,900 +31%
WAM
106
WNY Asset Management
New York
$817K -$115K -4,923 -13%
BFA
107
Beacon Financial Advisory
Ohio
$792K +$72.7K +3,122 +11%
MA
108
Mutual Advisors
Nebraska
$731K +$169K +7,239 +33%
PWW
109
Pettyjohn Wood & White
Virginia
$727K +$6.41K +275 +1%
PFA
110
Professional Financial Advisors
Nebraska
$725K +$669K +28,745 New
CAM
111
Cozad Asset Management
Illinois
$712K +$657K +28,223 New
DADC
112
D.A. Davidson & Co
Montana
$619K +$46.9K +2,013 +9%
SPC
113
Sigma Planning Corp
Michigan
$604K +$39K +1,673 +8%
GFA
114
Gallagher Fiduciary Advisors
Illinois
$593K +$547K +23,500 New
AF
115
Advisornet Financial
Minnesota
$586K +$166K +7,144 +44%
BC
116
Barrett & Company
Rhode Island
$578K +$276K +11,850 +107%
SWM
117
Spire Wealth Management
Virginia
$571K +$3.59K +154 +0.7%
WS
118
Wedbush Securities
California
$558K +$3.49K +150 +0.7%
SWMG
119
Signature Wealth Management Group
Georgia
$544K -$6.33K -272 -1%
SWM
120
Silverlake Wealth Management
Vermont
$540K +$39.7K +1,705 +9%
AFAS
121
Acorn Financial Advisory Services
Virginia
$540K +$498K +21,401 New
Capital International Investors
122
Capital International Investors
California
$523K +$16.9K +724 +4%
WWP
123
WR Wealth Planners
Missouri
$510K +$100K +4,310 +27%
1WA
124
180 Wealth Advisors
Washington
$502K +$13K +560 +3%
LC
125
Lincoln Capital
Nebraska
$501K +$31.3K +1,343 +7%
3 4
5
6 7

CGGR Hedge Fund Activity: Q2 2023 in Review

173 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q2 2023, worth a combined $1.62B — up 44% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CGGR positions and 7 closed out — a net gain of 31 holders — while 99 added to existing stakes and 27 trimmed.

The largest buyer was Jane Street, adding an estimated $37.3M. The largest seller was Advisory Services Network, cutting an estimated $2.59M.

  • 173 institutional investors held Capital Group Growth ETF (CGGR) as of Q2 2023, up from 144 in Q1 2023.
  • Funds reported $1.62B of Capital Group Growth ETF stock for Q2 2023, up 44% quarter-over-quarter.
  • 38 funds opened new Capital Group Growth ETF positions in Q2 2023 and 7 closed out, a net change of +31 holders.
  • The largest Capital Group Growth ETF buyer in Q2 2023 was Jane Street, an estimated $37.3M added.
  • The largest Capital Group Growth ETF seller in Q2 2023 was Advisory Services Network, an estimated $2.59M sold.

Based on aggregated 13F filings for Q2 2023.