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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
BCI
151
Brinker Capital Investments
Pennsylvania
$2.06M +$204K +6,420 +11%
OPS
152
Orion Portfolio Solutions
Nebraska
$2.06M +$204K +6,420 +11%
CP
153
Capital Planning
Washington
$2.05M -$11.3K -355 -0.6%
EA
154
Everpar Advisors
Oklahoma
$2.04M +$905K +28,511 +85%
WF
155
Wayfinding Financial
Washington
$2.01M -$44K -1,388 -2%
AF
156
Advisornet Financial
Minnesota
$1.95M +$281K +8,844 +18%
WIA
157
World Investment Advisors
California
$1.79M +$158K +4,982 +10%
GAM
158
Gemmer Asset Management
California
$1.73M +$1.66M +52,463 New
AFM
159
Armstrong Fleming & Moore
District of Columbia
$1.68M – – –
SRCM
160
Signature Resources Capital Management
California
$1.65M +$1.16M +36,483 +268%
BFA
161
Beacon Financial Advisory
Ohio
$1.62M +$207K +6,517 +15%
FP
162
Financial Perspectives
Minnesota
$1.56M – – –
BC
163
Barrett & Company
Rhode Island
$1.55M +$69.8K +2,200 +5%
CWC
164
Carolinas Wealth Consulting
North Carolina
$1.5M +$78.6K +2,476 +6%
CIA
165
Concurrent Investment Advisors
Florida
$1.47M +$1.42M +44,835 New
OIA
166
OneDigital Investment Advisors
Kansas
$1.43M +$1.38M +43,494 New
HP
167
Holistic Planning
Texas
$1.36M – – –
RJT
168
Raymond James Trust
Florida
$1.33M -$133K -4,195 -9%
GS
169
GTS Securities
New York
$1.33M +$1.28M +40,410 New
Renaissance Technologies
170
Renaissance Technologies
New York
$1.32M -$933K -29,400 -42%
TWP
171
Tempus Wealth Planning
California
$1.31M +$165K +5,198 +15%
SWM
172
Spire Wealth Management
Virginia
$1.31M +$17.9K +565 +1%
Natixis Advisors
173
Natixis Advisors
Massachusetts
$1.28M +$332K +10,476 +37%
PPG
174
Peak Planning Group
Colorado
$1.27M +$1.23M +38,676 New
LA
175
Latitude Advisors
Florida
$1.27M +$246K +7,750 +25%
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