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Capital Group Growth ETF
CGGR

294 hedge funds and large institutions have $3.73B invested in Capital Group Growth ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 174 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 10

211% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 56

37% more capital invested

Capital invested by funds: $2.73B → $3.73B (+$1B)

22% more funds holding in top 10

Funds holding in top 10: 23 → 28 (+5)

11% more funds holding

Funds holding: 264 → 294 (+30)

0.18% more ownership

Funds ownership: 71.35% → 71.53% (+0.18%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
294
Holders Change
+30
Holders Change %
+11.36%
% of All Funds
4.24%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.4%
New
44
Increased
174
Reduced
56
Closed
10
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$12K

Top Buyers

1
LPL Financial
LPL Financial
California
+$90.6M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$62.3M
3
CGPCS
Capital Group Private Client Services
California
+$59.9M
4
Wells Fargo
Wells Fargo
California
+$51.9M
5
Bank of America
Bank of America
North Carolina
+$38.5M

Top Sellers

1
Jane Street
Jane Street
New York
-$20.8M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$4.54M
3
HighTower Advisors
HighTower Advisors
Illinois
-$3.75M
4
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$1.96M
5
SIAS
Summit Investment Advisory Services
Minnesota
-$1.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
126
WNY Asset Management
New York
$2.36M +$61.9K +2,059 +3%
KPWS
127
Kestra Private Wealth Services
Texas
$2.35M +$653K +21,708 +42%
CFG
128
Cooper Financial Group
California
$2.33M +$2.19M +72,960 New
HAS
129
HBW Advisory Services
California
$2.25M – – –
IFG
130
Independent Financial Group
California
$2.24M +$501K +16,648 +31%
Renaissance Technologies
131
Renaissance Technologies
New York
$2.22M -$1.32M -43,900 -39%
HighTower Advisors
132
HighTower Advisors
Illinois
$2.13M -$3.75M -124,710 -65%
BWM
133
BlackDiamond Wealth Management
New York
$2.1M +$1.98M +65,712 New
CFA
134
CWS Financial Advisors
Michigan
$2.08M -$3.88K -129 -0.2%
CA
135
Continuum Advisory
Idaho
$2.06M +$657K +21,835 +50%
CTC
136
Central Trust Company
Missouri
$2.06M -$315K -10,469 -14%
OW
137
Olistico Wealth
Oklahoma
$2.05M +$425K +14,151 +28%
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$2.03M +$177K +5,883 +10%
SCM
139
SOL Capital Management
Maryland
$2.02M +$1.05M +34,933 +124%
CP
140
Capital Planning
Washington
$2M -$63.1K -2,100 -3%
NS
141
NBC Securities
Alabama
$1.98M +$512K +17,032 +38%
WF
142
Wayfinding Financial
Washington
$1.95M +$143K +4,743 +8%
BCI
143
Brinker Capital Investments
Pennsylvania
$1.8M +$243K +8,065 +17%
OPS
144
Orion Portfolio Solutions
Nebraska
$1.8M +$243K +8,065 +17%
Koshinski Asset Management
145
Koshinski Asset Management
Illinois
$1.77M +$1.35M +45,007 +440%
AWM
146
Axxcess Wealth Management
California
$1.7M +$1.1M +36,721 +222%
AFM
147
Armstrong Fleming & Moore
District of Columbia
$1.63M – – –
AF
148
Advisornet Financial
Minnesota
$1.61M +$516K +17,173 +52%
WIA
149
World Investment Advisors
California
$1.6M +$456K +15,150 +44%
CCFM
150
Clear Creek Financial Management
Washington
$1.57M +$1.47M +48,995 New
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