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Capital Group Growth ETF
CGGR

Overview Fund Activity

292 hedge funds and large institutions have $3.73B invested in Capital Group Growth ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 173 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+29
Holders Change %
+11.03%
% of All Funds
4.23%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.41%
New
43
Increased
173
Reduced
56
Closed
10
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$12K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$287M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$82M
3
CGPCS
3
Capital Group Private Client Services
California
$504M
4
Wells Fargo
4
Wells Fargo
California
$131M
5
Bank of America
5
Bank of America
North Carolina
$220M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.03M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$18.9M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$2.13M
4
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$24.9M
5
SIAS
5
Summit Investment Advisory Services
Minnesota
$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
126
WNY Asset Management
New York
$2.36M +$65.9K +2,059 +3%
KPWS
127
Kestra Private Wealth Services
Texas
$2.35M +$694K +21,708 +42%
CFG
128
Cooper Financial Group
California
$2.33M +$2.33M +72,960 New
HAS
129
HBW Advisory Services
California
$2.25M – – –
Renaissance Technologies
130
Renaissance Technologies
New York
$2.22M -$1.4M -43,900 -39%
HighTower Advisors
131
HighTower Advisors
Illinois
$2.13M -$3.99M -124,710 -65%
BWM
132
BlackDiamond Wealth Management
New York
$2.1M +$2.1M +65,712 New
CFA
133
CWS Financial Advisors
Michigan
$2.08M -$4.13K -129 -0.2%
CA
134
Continuum Advisory
Idaho
$2.06M +$687K +21,835 +50%
CTC
135
Central Trust Company
Missouri
$2.06M -$335K -10,469 -14%
OW
136
Olistico Wealth
Oklahoma
$2.05M +$453K +14,151 +28%
Envestnet Portfolio Solutions
137
Envestnet Portfolio Solutions
Illinois
$2.03M +$188K +5,883 +10%
SCM
138
SOL Capital Management
Maryland
$2.02M +$1.12M +34,933 +124%
CP
139
Capital Planning
Washington
$2M -$67.2K -2,100 -3%
NS
140
NBC Securities
Alabama
$1.98M +$545K +17,032 +38%
WF
141
Wayfinding Financial
Washington
$1.95M +$149K +4,743 +8%
BCI
142
Brinker Capital Investments
Pennsylvania
$1.8M +$258K +8,065 +17%
OPS
143
Orion Portfolio Solutions
Nebraska
$1.8M +$258K +8,065 +17%
Koshinski Asset Management
144
Koshinski Asset Management
Illinois
$1.77M +$1.44M +45,007 +440%
AWM
145
Axxcess Wealth Management
California
$1.7M +$1.17M +36,721 +222%
AFM
146
Armstrong Fleming & Moore
District of Columbia
$1.63M – – –
AF
147
Advisornet Financial
Minnesota
$1.61M +$549K +17,173 +52%
WIA
148
World Investment Advisors
California
$1.6M +$490K +15,150 +44%
CCFM
149
Clear Creek Financial Management
Washington
$1.57M +$1.57M +48,995 New
FP
150
Financial Perspectives
Minnesota
$1.52M +$8.38K +262 +0.6%
4 5
6
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