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Capital Group Growth ETF
CGGR

Overview Fund Activity

479 hedge funds and large institutions have $9.8B invested in Capital Group Growth ETF in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 280 increasing their positions, 93 reducing their positions, and 24 closing their positions.

Holders
479
Holders Change
+35
Holders Change %
+7.88%
% of All Funds
6.43%
Holding in Top 10
63
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+16.67%
% of All Funds
0.85%
New
66
Increased
280
Reduced
93
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.22B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$425M
3
Morgan Stanley
3
Morgan Stanley
New York
$482M
4
KIM
4
Kestra Investment Management
Texas
$121M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$423M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$107M
2
SIAS
2
Summit Investment Advisory Services
Minnesota
$0
3
GWM
3
Geneos Wealth Management
Colorado
$31.4M
4
AFA
4
Alpha Financial Advisors
North Carolina
$17M
5
AWS
5
Atria Wealth Solutions
New York
$23.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
151
Brookstone Capital Management
Illinois
$6M 147,489 +19,155 +15%
CCFM
152
Clear Creek Financial Management
Washington
$5.94M 146,160 +14,228 +11%
BFG
153
Bleakley Financial Group
New Jersey
$5.93M 145,947 +1,977 +1%
BWA
154
BlueChip Wealth Advisors
Georgia
$5.92M 145,662 +1,218 +0.8%
Koshinski Asset Management
155
Koshinski Asset Management
Illinois
$5.88M 144,694 +10,094 +7%
AF
156
Allworth Financial
California
$5.75M 141,489 +1,280 +0.9%
GLA
157
Good Life Advisors
Pennsylvania
$5.65M 138,993 -30,286 -18%
HAS
158
HBW Advisory Services
California
$5.62M 138,143 +20,985 +18%
WWM
159
Western Wealth Management
Colorado
$5.57M 137,052 +1,831 +1%
FFS
160
Forge Financial Services
Oklahoma
$5.57M 136,255 +8,516 +7%
Natixis Advisors
161
Natixis Advisors
Massachusetts
$5.5M 135,281 +55,176 +69%
5W
162
5T Wealth
California
$5.49M 135,018 -10,964 -8%
MEAC
163
M.E. Allison & Co
Texas
$5.44M 133,793 +33,935 +34%
GWANC
164
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.33M 131,228 +43,170 +49%
OW
165
Olistico Wealth
Oklahoma
$5.33M 131,219 +16,725 +15%
TAM
166
Townsend Asset Management
North Carolina
$5.33M 131,052 -1,836 -1%
TCWM
167
Total Clarity Wealth Management
Illinois
$5.21M 128,090 +3,070 +2%
CFG
168
Cooper Financial Group
California
$5.17M 127,170 -237 -0.2%
WIA
169
World Investment Advisors
California
$5.15M 126,676 +32,730 +35%
DJSG
170
D.J. St. Germain
Massachusetts
$5.08M 125,084 +1,528 +1%
DWP
171
Destiny Wealth Partners
Florida
$5.08M 124,907 +6,856 +6%
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$5M 122,909 +18,328 +18%
KCIC
173
Kuhn & Co Investment Counsel
Illinois
$4.99M 122,740 +12,649 +11%
CA
174
Calton & Associates
Florida
$4.92M 120,977 +4,197 +4%
RFWA
175
RPg Family Wealth Advisory
Massachusetts
$4.9M 120,548 -1,498 -1%
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