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Capital Group Growth ETF
CGGR

Overview Fund Activity

200 hedge funds and large institutions have $1.92B invested in Capital Group Growth ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 120 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+28
Holders Change %
+16.28%
% of All Funds
3.19%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
40
Increased
120
Reduced
34
Closed
10
Calls
$9K
Puts
–
Net Calls
+$9K
Net Calls Change
+$9K

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$158M
2
Bank of America
Bank of America
North Carolina
$69M
3
CGPCS
Capital Group Private Client Services
California
$282M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$35.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$72M

Top Sellers

1
Jane Street
Jane Street
New York
$17.7M
2
PA
Prism Advisors
California
$0
3
DIM
Delta Investment Management
California
$0
4
SEIA
Signature Estate & Investment Advisors
California
$55.4M
5
NECFA
New England Capital Financial Advisors
Connecticut
$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIP
151
WealthCare Investment Partners
Rhode Island
$453K +$2.28K +93 +0.5%
HAIM
152
Hunter Associates Investment Management
Pennsylvania
$431K +$431K +17,600 New
LWM
153
Lodestone Wealth Management
Washington
$430K +$109K +4,465 +34%
BTWM
154
Baker Tilly Wealth Management
Wisconsin
$426K +$186K +7,575 +77%
Comerica Bank
155
Comerica Bank
Texas
$414K +$414K +16,892 New
BMWM
156
Brown Miller Wealth Management
Virginia
$413K +$49 +2 +0%
BW
157
Bison Wealth
Georgia
$396K +$396K +16,156 New
FMN
158
Financial Management Network
California
$396K +$20.1K +827 +5%
WAM
159
WealthTrust Asset Management
Florida
$393K +$101K +4,126 +35%
CFGS
160
Concourse Financial Group Securities
Alabama
$377K +$16.6K +678 +5%
OC
161
Oppenheimer & Co
New York
$364K +$116K +4,752 +47%
CIAS
162
CFS Investment Advisory Services
New Jersey
$340K -$9.99K -408 -3%
PTC
163
Private Trust Company
Ohio
$338K +$29.7K +1,211 +10%
CA
164
CGN Advisors
Kansas
$320K +$320K +13,053 New
BFA
165
Bill Few Associates
Pennsylvania
$317K +$9.56K +390 +3%
Creative Planning
166
Creative Planning
Kansas
$314K +$314K +12,821 New
SN
167
Sittner & Nelson
Oregon
$309K +$184K +7,500 +147%
AA
168
Advisory Alpha
Michigan
$309K +$245 +10 +0.1%
CHJWM
169
Carlton Hofferkamp & Jenks Wealth Management
Texas
$299K +$7.15K +300 +2%
BAM
170
Belpointe Asset Management
Nevada
$295K -$44.1K -1,800 -13%
TCWM
171
Total Clarity Wealth Management
Illinois
$282K +$282K +11,517 New
KWM
172
Kingsview Wealth Management
Oregon
$279K +$60.4K +2,464 +28%
CC
173
Cypress Capital
Tennessee
$277K +$67.4K +2,749 +32%
Morgan Stanley
174
Morgan Stanley
New York
$269K – – –
WAM
175
WNY Asset Management
New York
$267K -$526K -21,465 -66%
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7
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