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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.

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

Top Sellers

1
Jane Street
Jane Street
New York
$17.7M
2
PA
Prism Advisors
California
$0
3
DIM
Delta Investment Management
California
$0
4
SEIA
Signature Estate & Investment Advisors
California
$55.4M
5
NECFA
New England Capital Financial Advisors
Connecticut
$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
126
Semus Wealth Partners
Florida
$717K +$717K +29,277 New
PFA
127
Professional Financial Advisors
Nebraska
$713K +$8.48K +346 +1%
PWW
128
Pettyjohn Wood & White
Virginia
$706K – – –
SMC
129
Smith, Moore & Co
Missouri
$680K +$434K +17,723 +177%
SWM
130
Spire Wealth Management
Virginia
$659K +$105K +4,267 +19%
WWP
131
WR Wealth Planners
Missouri
$644K +$149K +6,073 +30%
DADC
132
D.A. Davidson & Co
Montana
$642K +$40.9K +1,669 +7%
AF
133
Advisornet Financial
Minnesota
$632K +$62.7K +2,559 +11%
ATPW
134
Ashton Thomas Private Wealth
Arizona
$614K +$230K +9,371 +60%
Marshall Wace
135
Marshall Wace
United Kingdom
$595K +$595K +24,273 New
SWM
136
Silverlake Wealth Management
Vermont
$528K +$3.58K +146 +0.7%
PCIA
137
Prime Capital Investment Advisors
Kansas
$528K +$52.6K +2,148 +11%
KPWS
138
Kestra Private Wealth Services
Texas
$509K +$509K +20,756 New
AFAS
139
Acorn Financial Advisory Services
Virginia
$507K -$17.6K -718 -3%
Capital International Investors
140
Capital International Investors
California
$506K -$1.3K -53 -0.3%
LC
141
Lincoln Capital
Nebraska
$504K +$17.1K +699 +4%
EWA
142
EverSource Wealth Advisors
Alabama
$497K +$218K +8,913 +78%
MSAM
143
Moloney Securities Asset Management
Missouri
$489K +$21K +858 +4%
1WA
144
180 Wealth Advisors
Washington
$483K -$2.18K -89 -0.4%
SCM
145
SOL Capital Management
Maryland
$480K +$7.11K +290 +2%
RCAG
146
Rehmann Capital Advisory Group
Michigan
$478K +$196 +8 +0%
Jones Financial Companies
147
Jones Financial Companies
Missouri
$475K +$475K +19,376 New
WS
148
Wedbush Securities
California
$470K -$71.6K -2,926 -13%
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$468K +$468K +19,097 New
Qube Research & Technologies (QRT)
150
Qube Research & Technologies (QRT)
United Kingdom
$453K +$453K +18,500 New
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