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Capital Group Growth ETF
CGGR

Overview Fund Activity

479 hedge funds and large institutions have $9.8B invested in Capital Group Growth ETF in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 280 increasing their positions, 93 reducing their positions, and 24 closing their positions.

Holders
479
Holders Change
+35
Holders Change %
+7.88%
% of All Funds
6.43%
Holding in Top 10
63
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+16.67%
% of All Funds
0.85%
New
66
Increased
280
Reduced
93
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.22B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$425M
3
Morgan Stanley
3
Morgan Stanley
New York
$482M
4
KIM
4
Kestra Investment Management
Texas
$121M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$423M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$107M
2
SIAS
2
Summit Investment Advisory Services
Minnesota
$0
3
GWM
3
Geneos Wealth Management
Colorado
$31.4M
4
AFA
4
Alpha Financial Advisors
North Carolina
$17M
5
AWS
5
Atria Wealth Solutions
New York
$23.2M
Name Market Value Shares Shares
Change 		Shares
Change %
B
126
BetterWealth
California
$8.18M 201,118 +14,234 +8%
AFA
127
AA Financial Advisors
Ohio
$8.14M 200,152 +3,518 +2%
CWA
128
Clearview Wealth Advisors
Oregon
$8.07M 198,550 +13,585 +7%
BB
129
Burford Brothers
Texas
$8.02M 197,303 +12,348 +7%
AAS
130
Ameritas Advisory Services
Nebraska
$7.73M 190,260 -195,916 -51%
AssetMark Inc
131
AssetMark Inc
California
$7.68M 188,912 +37,712 +25%
Goldman Sachs
132
Goldman Sachs
New York
$7.59M 186,777 -133,047 -42%
ACA
133
Aptus Capital Advisors
Alabama
$7.59M 186,611 +45,349 +32%
CSP
134
Cary Street Partners
Virginia
$7.58M 186,349 -90,565 -33%
STA
135
Smith Thornton Advisors
Alabama
$7.5M 184,452 +10,192 +6%
BAG
136
Bridgewealth Advisory Group
California
$7.41M 182,411 +55,137 +43%
SAM
137
Smartleaf Asset Management
Massachusetts
$7.33M 181,105 +19,494 +12%
KCP
138
Kera Capital Partners
California
$7.29M 179,443 +39,866 +29%
PS
139
Principal Securities
Iowa
$7.18M 176,676 +36,317 +26%
CF
140
Centaurus Financial
California
$6.84M 168,372 +44,079 +35%
SFC
141
Swisher Financial Concepts
Ohio
$6.82M 167,711 +22,409 +15%
TFS
142
Thoroughbred Financial Services
Tennessee
$6.73M 165,610 +38,727 +31%
OC
143
Oppenheimer & Co
New York
$6.7M 164,724 +25,151 +18%
MMH
144
Menora Mivtachim Holdings
Israel
$6.6M 162,380 +57,354 +55%
TI
145
tru Independence
Oregon
$6.59M 161,996 +61,153 +61%
LSL
146
Legacy Solutions LLC
Pennsylvania
$6.42M 158,030 +3,205 +2%
BCI
147
Brinker Capital Investments
Pennsylvania
$6.31M 155,285 +45,729 +42%
CAM
148
Cozad Asset Management
Illinois
$6.21M 152,868 +13,973 +10%
CCM
149
Charter Capital Management
Wisconsin
$6.21M 152,651 +152,651 New
CCA
150
Cypress Capital Advisors
Tennessee
$6.01M 147,851 +24,487 +20%
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