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Capital Group Growth ETF
CGGR

Overview Fund Activity

350 hedge funds and large institutions have $5.36B invested in Capital Group Growth ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 218 increasing their positions, 61 reducing their positions, and 12 closing their positions.

Holders
350
Holders Change
+23
Holders Change %
+7.03%
% of All Funds
5.06%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
41
Increased
218
Reduced
61
Closed
12
Calls
–
Puts
$205K
Net Calls
-$205K
Net Calls Change
-$264K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$433M
2
CGPCS
2
Capital Group Private Client Services
California
$674M
3
Bank of America
3
Bank of America
North Carolina
$351M
4
Morgan Stanley
4
Morgan Stanley
New York
$186M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$220M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.9M
2
KIM
2
Kestra Investment Management
Texas
$38.3M
3
OMC
3
Old Mission Capital
Illinois
$0
4
WI
4
Wintrust Investments
Illinois
$632K
5
ACM
5
Advance Capital Management
Michigan
$13.2M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
151
IAM Advisory
Pennsylvania
$2.24M 64,493 +67 +0.1%
AIM
152
Anchor Investment Management
South Carolina
$2.21M 63,652 +63,652 New
WIA
153
World Investment Advisors
California
$2.21M 63,562 +9,158 +17%
BCM
154
Brookstone Capital Management
Illinois
$2.19M 62,867 +62,867 New
CP
155
Capital Planning
Washington
$2.18M 62,520 +272 +0.4%
TCG
156
Transcendent Capital Group
Oklahoma
$2.11M 60,681 +54,229 +840%
WF
157
Wayfinding Financial
Washington
$2.06M 59,160 -1,849 -3%
BFA
158
Beacon Financial Advisory
Ohio
$2.02M 58,173 +8,986 +18%
OPS
159
Orion Portfolio Solutions
Nebraska
$1.95M 56,006 -6,659 -11%
BCI
160
Brinker Capital Investments
Pennsylvania
$1.95M 56,006 -6,659 -11%
AFM
161
Armstrong Fleming & Moore
District of Columbia
$1.94M 55,774 +4,705 +9%
SPC
162
Sigma Planning Corp
Michigan
$1.89M 54,314 -41,568 -43%
SRCM
163
Signature Resources Capital Management
California
$1.88M 54,122 +4,017 +8%
NS
164
NBC Securities
Alabama
$1.81M 52,054 -14,871 -22%
Natixis Advisors
165
Natixis Advisors
Massachusetts
$1.81M 51,900 +13,112 +34%
BC
166
Barrett & Company
Rhode Island
$1.78M 51,299 +4,199 +9%
FP
167
Financial Perspectives
Minnesota
$1.66M 47,816 +447 +0.9%
GAM
168
Gemmer Asset Management
California
$1.66M 47,573 -4,890 -9%
CFGS
169
Concourse Financial Group Securities
Alabama
$1.62M 46,699 +13,195 +39%
CWC
170
Carolinas Wealth Consulting
North Carolina
$1.62M 46,660 +985 +2%
TWP
171
Tempus Wealth Planning
California
$1.6M 46,034 +6,155 +15%
OIA
172
OneDigital Investment Advisors
Kansas
$1.55M 44,423 +929 +2%
CIA
173
Concurrent Investment Advisors
Florida
$1.54M 44,248 -587 -1%
SWM
174
Spire Wealth Management
Virginia
$1.51M 43,506 +3,671 +9%
MIAS
175
Mason Investment Advisory Services
Virginia
$1.5M 43,001 +32,273 +301%
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