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Capital Group Growth ETF
CGGR

Overview Fund Activity

327 hedge funds and large institutions have $4.39B invested in Capital Group Growth ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
327
Holders Change
+35
Holders Change %
+11.99%
% of All Funds
4.76%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.44%
New
50
Increased
194
Reduced
49
Closed
11
Calls
$62K
Puts
$3K
Net Calls
+$59K
Net Calls Change
+$62K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
KIM
2
Kestra Investment Management
Texas
$44.4M
3
CGPCS
3
Capital Group Private Client Services
California
$563M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$167M
5
Bank of America
5
Bank of America
North Carolina
$261M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
SIAS
2
Summit Investment Advisory Services
Minnesota
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$68.4M
4
OMC
4
Old Mission Capital
Illinois
$8.26M
5
ACA
5
Aptus Capital Advisors
Alabama
$3.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CCFM
126
Clear Creek Financial Management
Washington
$3.17M 96,486 +47,491 +97%
SPC
127
Sigma Planning Corp
Michigan
$3.15M 95,882 -46,306 -33%
Koshinski Asset Management
128
Koshinski Asset Management
Illinois
$3.12M 92,345 +37,114 +67%
CFG
129
Cooper Financial Group
California
$3.11M 94,480 +21,520 +29%
ACA
130
Aptus Capital Advisors
Alabama
$3.1M 94,108 -172,785 -65%
DJSG
131
D.J. St. Germain
Massachusetts
$3.05M 92,836 +17,090 +23%
MCM
132
MAI Capital Management
Ohio
$2.95M 89,605 +7,674 +9%
DAS
133
Dynamic Advisor Solutions
Arizona
$2.74M 83,283 +83,283 New
Corient Private Wealth
134
Corient Private Wealth
Florida
$2.74M 83,158 -54,147 -39%
PI
135
Parkside Investments
Illinois
$2.63M 80,000 – –
LF
136
Lantz Financial
Illinois
$2.62M 79,544 +2,380 +3%
FTUS
137
Flow Traders U.S.
New York
$2.54M 77,248 +77,248 New
WAM
138
WNY Asset Management
New York
$2.46M 74,769 +1,149 +2%
GWANC
139
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.44M 74,232 +300 +0.4%
CA
140
CapWealth Advisors
Tennessee
$2.39M 72,554 -1,367 -2%
CA
141
Continuum Advisory
Idaho
$2.37M 72,200 +6,784 +10%
OW
142
Olistico Wealth
Oklahoma
$2.36M 71,853 +7,753 +12%
CTC
143
Central Trust Company
Missouri
$2.25M 68,483 +4,116 +6%
CFA
144
CWS Financial Advisors
Michigan
$2.21M 67,271 +2,261 +3%
NS
145
NBC Securities
Alabama
$2.2M 66,925 +5,144 +8%
IA
146
IAM Advisory
Pennsylvania
$2.12M 64,426 +57,351 +811%
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$2.12M 64,370 +21,519 +50%
MWM
148
Meridian Wealth Management
Kentucky
$2.1M 63,939 +63,939 New
MFG
149
Magnus Financial Group
New York
$2.1M 63,897 +50,723 +385%
OPS
150
Orion Portfolio Solutions
Nebraska
$2.06M 62,665 +6,420 +11%
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