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Capital Group Growth ETF
CGGR

Overview Fund Activity

200 hedge funds and large institutions have $1.92B invested in Capital Group Growth ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 120 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
200
Holders Change
+28
Holders Change %
+16.28%
% of All Funds
3.19%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
40
Increased
120
Reduced
34
Closed
10
Calls
$9K
Puts
–
Net Calls
+$9K
Net Calls Change
+$9K

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$158M
2
Bank of America
2
Bank of America
North Carolina
$69M
3
CGPCS
3
Capital Group Private Client Services
California
$282M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$35.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$72M

Top Sellers

1
Jane Street
1
Jane Street
New York
$17.7M
2
PA
2
Prism Advisors
California
$0
3
DIM
3
Delta Investment Management
California
$0
4
SEIA
4
Signature Estate & Investment Advisors
California
$55.4M
5
NECFA
5
New England Capital Financial Advisors
Connecticut
$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
101
Stratos Wealth Advisors
Ohio
$1.19M -$138K -5,625 -10%
MWM
102
Meridian Wealth Management
Kentucky
$1.19M +$1.37K +56 +0.1%
Envestnet Portfolio Solutions
103
Envestnet Portfolio Solutions
Illinois
$1.18M +$1.18M +48,047 New
FP
104
Financial Perspectives
Minnesota
$1.15M +$33.2K +1,355 +3%
WP
105
WealthSource Partners
California
$1.07M -$8.55K -349 -0.8%
CWC
106
Carolinas Wealth Consulting
North Carolina
$1.05M +$109K +4,600 +12%
Koshinski Asset Management
107
Koshinski Asset Management
Illinois
$1.04M +$146K +5,939 +16%
OPS
108
Orion Portfolio Solutions
Nebraska
$1.04M +$1.04M +42,479 New
BCI
109
Brinker Capital Investments
Pennsylvania
$1.04M +$1.04M +42,479 New
GWANC
110
Guardian Wealth Advisors (North Carolina)
North Carolina
$997K +$997K +40,675 New
CRI
111
Colonial River Investments
Virginia
$995K +$995K +40,618 New
RJT
112
Raymond James Trust
Florida
$990K -$6.59K -269 -0.7%
OW
113
Olistico Wealth
Oklahoma
$984K +$110K +4,482 +13%
TWM
114
Tradition Wealth Management
Minnesota
$980K +$122 +5 +0%
PI
115
Parkside Investments
Illinois
$980K +$980K +40,000 New
NS
116
NBC Securities
Alabama
$980K +$980K +40,022 New
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$966K +$966K +39,426 New
FFS
118
Founders Financial Securities
Maryland
$965K +$141K +5,740 +17%
Renaissance Technologies
119
Renaissance Technologies
New York
$921K +$549K +22,400 +147%
CAM
120
Cozad Asset Management
Illinois
$872K +$181K +7,371 +26%
BFA
121
Beacon Financial Advisory
Ohio
$867K +$98.5K +4,020 +13%
CWM
122
Cornerstone Wealth Management
Missouri
$823K +$1.47K +60 +0.2%
CA
123
Continuum Advisory
Idaho
$793K +$356K +14,536 +81%
SS
124
Sunbelt Securities
Texas
$755K +$755K +30,824 New
BC
125
Barrett & Company
Rhode Island
$725K +$163K +6,654 +29%
3 4
5
6 7