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Capital Group Growth ETF
CGGR

173 hedge funds and large institutions have $1.62B invested in Capital Group Growth ETF in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

267% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 27

44% more funds holding in top 10

Funds holding in top 10: 9 → 13 (+4)

44% more capital invested

Capital invested by funds: $1.12B → $1.62B (+$497M)

20% more funds holding

Funds holding: 144 → 173 (+29)

3.46% more ownership

Funds ownership: 65.75% → 69.21% (+3.5%)

Holders
173
Holders Change
+29
Holders Change %
+20.14%
% of All Funds
2.72%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.2%
New
38
Increased
99
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$37.3M
2
MML Investors Services
MML Investors Services
Massachusetts
+$26.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$20.3M
4
CGPCS
Capital Group Private Client Services
California
+$16.2M
5
LPL Financial
LPL Financial
California
+$15.8M

Top Sellers

1
ASN
Advisory Services Network
Georgia
-$2.59M
2
Goldman Sachs
Goldman Sachs
New York
-$2.25M
3
SIAS
Summit Investment Advisory Services
Minnesota
-$1.69M
4
FTUS
Flow Traders U.S.
New York
-$1.51M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
151
Oppenheimer & Co
New York
$254K +$235K +10,085 New
SMC
152
Smith, Moore & Co
Missouri
$253K +$233K +10,016 New
BTWM
153
Baker Tilly Wealth Management
Wisconsin
$248K +$229K +9,820 New
IA
154
IAM Advisory
Pennsylvania
$238K +$220K +9,435 New
KWM
155
Kingsview Wealth Management
Oregon
$225K +$208K +8,934 New
BAG
156
Bridgewealth Advisory Group
California
$221K +$204K +8,742 New
CC
157
Cypress Capital
Tennessee
$216K +$34.9K +1,500 +21%
AAS
158
Ameritas Advisory Services
Nebraska
$213K -$1.02M -43,811 -84%
FHC
159
First Heartland Consultants
Missouri
$211K +$195K +8,372 New
NL
160
NWAM LLC
Washington
$203K +$188K +8,064 New
TFS
161
Thoroughbred Financial Services
Tennessee
$201K +$186K +7,970 New
IA
162
IFP Advisors
Florida
$192K +$47 +2 +0%
SN
163
Sittner & Nelson
Oregon
$129K +$25.6K +1,100 +28%
CAL
164
Capital Analysts LLC
Pennsylvania
$84K -$43.5K -1,866 -36%
CFD
165
Creative Financial Designs
Indiana
$81.4K +$20.4K +878 +37%
GWSG
166
GPS Wealth Strategies Group
Colorado
$59.9K – – –
GWM
167
Geneos Wealth Management
Colorado
$48.1K +$44.4K +1,907 New
PCM
168
Penserra Capital Management
California
$20K +$18.7K +804 New
IWP
169
IAG Wealth Partners
Wisconsin
$12.5K – – –
WAS
170
Winch Advisory Services
Wisconsin
$12K – – –
ME
171
McIlrath & Eck
Washington
$10.6K – – –
IGWM
172
ICA Group Wealth Management
Colorado
$2.02K +$1.86K +80 New
PO
173
Private Ocean
California
$2.02K +$1.86K +80 New
Goldman Sachs
174
Goldman Sachs
New York
– -$2.25M -100,000 Closed
FTUS
175
Flow Traders U.S.
New York
– -$1.51M -67,035 Closed
4 5 6
7
8

CGGR Hedge Fund Activity: Q2 2023 in Review

173 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q2 2023, worth a combined $1.62B — up 44% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CGGR positions and 7 closed out — a net gain of 31 holders — while 99 added to existing stakes and 27 trimmed.

The largest buyer was Jane Street, adding an estimated $37.3M. The largest seller was Advisory Services Network, cutting an estimated $2.59M.

  • 173 institutional investors held Capital Group Growth ETF (CGGR) as of Q2 2023, up from 144 in Q1 2023.
  • Funds reported $1.62B of Capital Group Growth ETF stock for Q2 2023, up 44% quarter-over-quarter.
  • 38 funds opened new Capital Group Growth ETF positions in Q2 2023 and 7 closed out, a net change of +31 holders.
  • The largest Capital Group Growth ETF buyer in Q2 2023 was Jane Street, an estimated $37.3M added.
  • The largest Capital Group Growth ETF seller in Q2 2023 was Advisory Services Network, an estimated $2.59M sold.

Based on aggregated 13F filings for Q2 2023.