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Capital Group Growth ETF
CGGR

Overview Fund Activity

444 hedge funds and large institutions have $7.25B invested in Capital Group Growth ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 285 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+11
Holders Change %
+2.54%
% of All Funds
6.03%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
0.73%
New
40
Increased
285
Reduced
80
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$208M
2
Morgan Stanley
Morgan Stanley
New York
+$74.8M
3
CGPCS
Capital Group Private Client Services
California
+$59.3M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$48.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40.2M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$45.8M
2
ASN
Advisory Services Network
Georgia
-$10.2M
3
ALA
Atlas Legacy Advisors
California
-$8.74M
4
Marshall Wace
Marshall Wace
United Kingdom
-$8.41M
5
RHP
Royal Harbor Partners
Texas
-$7.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
151
Cooper Financial Group
California
$4.36M +$390K +11,384 +10%
BAG
152
Bridgewealth Advisory Group
California
$4.36M -$1.69M -49,204 -28%
TFS
153
Thoroughbred Financial Services
Tennessee
$4.35M +$1.51M +44,082 +53%
CF
154
Centaurus Financial
California
$4.26M +$2.31M +67,330 +118%
DJSG
155
D.J. St. Germain
Massachusetts
$4.23M +$56.8K +1,659 +1%
CCA
156
Cypress Capital Advisors
Tennessee
$4.23M +$845K +24,660 +25%
RFWA
157
RPg Family Wealth Advisory
Massachusetts
$4.18M +$4.18M +122,046 New
DWP
158
Destiny Wealth Partners
Florida
$4.04M +$188K +5,502 +5%
HAS
159
HBW Advisory Services
California
$4.01M +$530K +15,471 +15%
CA
160
Calton & Associates
Florida
$4M +$396K +11,569 +11%
AI
161
Atria Investments
North Carolina
$3.93M -$180K -5,257 -4%
OW
162
Olistico Wealth
Oklahoma
$3.92M +$292K +8,521 +8%
DIM
163
Delta Investment Management
California
$3.81M -$971K -28,353 -20%
KCIC
164
Kuhn & Co Investment Counsel
Illinois
$3.77M +$189K +5,519 +5%
BCI
165
Brinker Capital Investments
Pennsylvania
$3.75M +$769K +22,445 +26%
OPS
166
Orion Portfolio Solutions
Nebraska
$3.75M +$769K +22,445 +26%
ARC
167
Advisor Resource Council
Texas
$3.68M +$3.68M +107,306 New
CFA
168
CWS Financial Advisors
Michigan
$3.62M +$810K +23,646 +29%
MMH
169
Menora Mivtachim Holdings
Israel
$3.6M +$3.6M +105,026 New
RWP
170
Ridgeline Wealth Planning
Ohio
$3.59M +$52.4K +1,531 +1%
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$3.58M -$235K -6,870 -6%
MOS
172
MGO One Seven
Ohio
$3.52M -$2.97M -86,654 -46%
IWM
173
IMG Wealth Management
Florida
$3.5M +$41.3K +1,207 +1%
MFG
174
Magnus Financial Group
New York
$3.47M +$536K +15,654 +18%
TI
175
tru Independence
Oregon
$3.45M +$3.45M +100,843 New
5 6
7
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