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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 %
SS
126
Sunbelt Securities
Texas
$1.39M 49,281 +18,457 +60%
MWM
127
Meridian Wealth Management
Kentucky
$1.38M 49,053 +591 +1%
OPS
128
Orion Portfolio Solutions
Nebraska
$1.35M 48,180 +5,701 +13%
BCI
129
Brinker Capital Investments
Pennsylvania
$1.35M 48,180 +5,701 +13%
FP
130
Financial Perspectives
Minnesota
$1.33M 47,107 +301 +0.6%
NS
131
NBC Securities
Alabama
$1.26M 44,749 +4,727 +12%
CWC
132
Carolinas Wealth Consulting
North Carolina
$1.25M 44,377 +438 +1%
WP
133
WealthSource Partners
California
$1.24M 43,801 +180 +0.4%
CA
134
Continuum Advisory
Idaho
$1.23M 43,581 +11,201 +35%
RJT
135
Raymond James Trust
Florida
$1.16M 41,028 +632 +2%
GWANC
136
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.15M 40,675 – –
BFA
137
Beacon Financial Advisory
Ohio
$1.13M 40,169 +4,763 +13%
TWM
138
Tradition Wealth Management
Minnesota
$1.13M 40,011 – –
BC
139
Barrett & Company
Rhode Island
$1.09M 38,482 +8,900 +30%
SWM
140
Spire Wealth Management
Virginia
$1.05M 36,773 +9,871 +37%
SWP
141
Semus Wealth Partners
Florida
$1.01M 35,707 +6,430 +22%
WIA
142
World Investment Advisors
California
$967K 34,272 +34,272 New
NF
143
NavPoint Financial
Minnesota
$958K 33,950 +33,950 New
AF
144
Advisornet Financial
Minnesota
$940K 33,306 +7,529 +29%
WS
145
Wedbush Securities
California
$934K 33,097 +13,899 +72%
CWM
146
Cornerstone Wealth Management
Missouri
$932K 33,006 -600 -2%
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$931K 32,991 +13,894 +73%
JBA
148
Johnson Bixby & Associates
Washington
$918K 32,536 +32,536 New
PS
149
Principal Securities
Iowa
$895K 31,705 +31,705 New
Qube Research & Technologies (QRT)
150
Qube Research & Technologies (QRT)
United Kingdom
$830K 29,415 +10,915 +59%
4 5
6
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