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Capital Group Growth ETF
CGGR

Overview Fund Activity

263 hedge funds and large institutions have $2.73B invested in Capital Group Growth ETF in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 149 increasing their positions, 35 reducing their positions, and 3 closing their positions.

Holders
263
Holders Change
+63
Holders Change %
+31.5%
% of All Funds
3.86%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.34%
New
67
Increased
149
Reduced
35
Closed
3
Calls
$11K
Puts
$2K
Net Calls
+$9K
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$158M
2
CGPCS
2
Capital Group Private Client Services
California
$389M
3
LPL Financial
3
LPL Financial
California
$168M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$219M
5
Wells Fargo
5
Wells Fargo
California
$66.9M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
AAS
2
Ameritas Advisory Services
Nebraska
$826K
3
OMC
3
Old Mission Capital
Illinois
$12.2M
4
SEIA
4
Signature Estate & Investment Advisors
California
$62.4M
5
BA
5
Bridge Advisory
California
$250K
Name Market Value Shares Shares
Change 		Shares
Change %
CBFP
101
Cedar Brook Financial Partners
Ohio
$2.27M 80,062 +5,713 +8%
PI
102
Parkside Investments
Illinois
$2.26M 80,000 +40,000 +100%
HAS
103
HBW Advisory Services
California
$2.25M 79,771 +863 +1%
VAS
104
Vestmark Advisory Solutions
Massachusetts
$2.24M 79,266 +19,738 +33%
DJSG
105
D.J. St. Germain
Massachusetts
$2.12M 75,198 +3,195 +4%
CTC
106
Central Trust Company
Missouri
$2.11M 74,836 +13,025 +21%
LF
107
Lantz Financial
Illinois
$2.1M 74,488 +4,135 +6%
CA
108
CapWealth Advisors
Tennessee
$2.09M 74,017 -327 -0.4%
WAM
109
WNY Asset Management
New York
$2.02M 71,561 +60,654 +556%
SMC
110
Smith, Moore & Co
Missouri
$1.95M 68,994 +41,255 +149%
EWA
111
Exencial Wealth Advisors
Oklahoma
$1.94M 68,595 +1,536 +2%
PSCM
112
Per Stirling Capital Management
Texas
$1.93M 68,306 +68,306 New
OL
113
Owen LaRue
Kentucky
$1.85M 65,490 +65,490 New
CFA
114
CWS Financial Advisors
Michigan
$1.84M 65,139 +1,732 +3%
CP
115
Capital Planning
Washington
$1.83M 64,703 +4,907 +8%
FFS
116
Founders Financial Securities
Maryland
$1.7M 60,278 +20,905 +53%
SWA
117
Stratos Wealth Advisors
Ohio
$1.7M 60,200 +11,571 +24%
Envestnet Portfolio Solutions
118
Envestnet Portfolio Solutions
Illinois
$1.63M 57,694 +9,647 +20%
WF
119
Wayfinding Financial
Washington
$1.63M 57,654 -2,217 -4%
SPC
120
Sigma Planning Corp
Michigan
$1.57M 55,642 -24,290 -30%
CAM
121
Cozad Asset Management
Illinois
$1.55M 54,773 +19,179 +54%
KPWS
122
Kestra Private Wealth Services
Texas
$1.46M 51,790 +31,034 +150%
AFM
123
Armstrong Fleming & Moore
District of Columbia
$1.44M 51,069 +1 +0%
OW
124
Olistico Wealth
Oklahoma
$1.41M 49,949 +9,802 +24%
HP
125
Holistic Planning
Texas
$1.4M 49,516 +49,516 New
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5
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