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Capital Group Growth ETF
CGGR

330 hedge funds and large institutions have $4.4B invested in Capital Group Growth ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 196 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,967% more call options, than puts

Call options by funds: $62K | Put options by funds: $3K

364% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 11

300% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 49

18% more capital invested

Capital invested by funds: $3.73B → $4.4B (+$666M)

12% more funds holding

Funds holding: 294 → 330 (+36)

7% more funds holding in top 10

Funds holding in top 10: 28 → 30 (+2)

0.23% more ownership

Funds ownership: 71.53% → 71.76% (+0.23%)

Holders
330
Holders Change
+36
Holders Change %
+12.24%
% of All Funds
4.77%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.43%
New
51
Increased
196
Reduced
49
Closed
11
Calls
$62K
Puts
$3K
Net Calls
+$59K
Net Calls Change
+$62K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$93.6M
2
CGPCS
Capital Group Private Client Services
California
+$42.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$34.9M
4
Bank of America
Bank of America
North Carolina
+$33.4M
5
LPL Financial
LPL Financial
California
+$32.2M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$27.5M
2
SIAS
Summit Investment Advisory Services
Minnesota
-$23.7M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$12.8M
4
OMC
Old Mission Capital
Illinois
-$8.24M
5
ACA
Aptus Capital Advisors
Alabama
-$5.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
126
HBW Advisory Services
California
$3.19M +$545K +17,169 +22%
CCFM
127
Clear Creek Financial Management
Washington
$3.17M +$1.51M +47,491 +97%
SPC
128
Sigma Planning Corp
Michigan
$3.15M -$1.47M -46,306 -33%
Koshinski Asset Management
129
Koshinski Asset Management
Illinois
$3.12M +$1.18M +37,114 +67%
CFG
130
Cooper Financial Group
California
$3.11M +$683K +21,520 +29%
ACA
131
Aptus Capital Advisors
Alabama
$3.1M -$5.48M -172,785 -65%
DJSG
132
D.J. St. Germain
Massachusetts
$3.05M +$542K +17,090 +23%
MCM
133
MAI Capital Management
Ohio
$2.95M +$243K +7,674 +9%
DAS
134
Dynamic Advisor Solutions
Arizona
$2.74M +$2.64M +83,283 New
Corient Private Wealth
135
Corient Private Wealth
Florida
$2.74M -$1.72M -54,147 -39%
PI
136
Parkside Investments
Illinois
$2.63M – – –
LF
137
Lantz Financial
Illinois
$2.62M +$75.5K +2,380 +3%
FTUS
138
Flow Traders U.S.
New York
$2.54M +$2.45M +77,248 New
WAM
139
WNY Asset Management
New York
$2.46M +$36.5K +1,149 +2%
GWANC
140
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.44M +$9.52K +300 +0.4%
CA
141
CapWealth Advisors
Tennessee
$2.39M -$43.4K -1,367 -2%
CA
142
Continuum Advisory
Idaho
$2.37M +$215K +6,784 +10%
OW
143
Olistico Wealth
Oklahoma
$2.36M +$246K +7,753 +12%
CTC
144
Central Trust Company
Missouri
$2.25M +$131K +4,116 +6%
CFA
145
CWS Financial Advisors
Michigan
$2.21M +$71.7K +2,261 +3%
NS
146
NBC Securities
Alabama
$2.2M +$163K +5,144 +8%
IA
147
IAM Advisory
Pennsylvania
$2.12M +$1.82M +57,351 +811%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$2.12M +$683K +21,519 +50%
MWM
149
Meridian Wealth Management
Kentucky
$2.1M +$2.03M +63,939 New
MFG
150
Magnus Financial Group
New York
$2.1M +$1.61M +50,723 +385%
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