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Capital Group Growth ETF
CGGR

Overview Fund Activity

479 hedge funds and large institutions have $9.8B invested in Capital Group Growth ETF in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 280 increasing their positions, 93 reducing their positions, and 24 closing their positions.

Holders
479
Holders Change
+35
Holders Change %
+7.88%
% of All Funds
6.43%
Holding in Top 10
63
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+16.67%
% of All Funds
0.85%
New
66
Increased
280
Reduced
93
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.22B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$425M
3
Morgan Stanley
3
Morgan Stanley
New York
$482M
4
KIM
4
Kestra Investment Management
Texas
$121M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$423M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$107M
2
SIAS
2
Summit Investment Advisory Services
Minnesota
$0
3
GWM
3
Geneos Wealth Management
Colorado
$31.4M
4
AFA
4
Alpha Financial Advisors
North Carolina
$17M
5
AWS
5
Atria Wealth Solutions
New York
$23.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
176
CWS Financial Advisors
Michigan
$4.84M 119,051 +13,226 +12%
RWP
177
Ridgeline Wealth Planning
Ohio
$4.72M 115,991 +11,236 +11%
CA
178
Continuum Advisory
Idaho
$4.66M 114,619 +32,744 +40%
MFG
179
Magnus Financial Group
New York
$4.62M 113,674 +12,340 +12%
IWM
180
IMG Wealth Management
Florida
$4.55M 112,047 +9,985 +10%
DIM
181
Delta Investment Management
California
$4.51M 111,036 -142 -0.1%
PIA
182
Perennial Investment Advisors
California
$4.5M 110,631 +25,835 +30%
BFA
183
Beacon Financial Advisory
Ohio
$4.39M 107,956 +23,818 +28%
SPC
184
Sigma Planning Corp
Michigan
$4.37M 107,562 +47,323 +79%
EA
185
Everpar Advisors
Oklahoma
$4.32M 106,172 +20,999 +25%
JWCA
186
J.W. Cole Advisors
Florida
$4.29M 105,545 +12,097 +13%
AIFS
187
A&I Financial Services
Colorado
$4.2M 103,408 +10,972 +12%
LBC
188
Leigh Baldwin & Co
New York
$4.15M 102,065 +29,575 +41%
EW
189
Entruity Wealth
California
$4.09M 100,524 +9,851 +11%
KW
190
KWB Wealth
California
$4.04M 118,034 +36,473 +45%
RA
191
RFG Advisory
Alabama
$4.03M 99,094 +43,948 +80%
AI
192
Atria Investments
North Carolina
$4.01M 98,762 -15,860 -14%
MCM
193
MAI Capital Management
Ohio
$3.98M 97,840 -26 -0%
NMCM
194
Nicholson Meyer Capital Management
Missouri
$3.97M 97,670 +63,831 +189%
ACM
195
Aurdan Capital Management
Pennsylvania
$3.93M 96,701 -840 -0.9%
LF
196
Lantz Financial
Illinois
$3.87M 95,277 +2,356 +3%
Envestnet Portfolio Solutions
197
Envestnet Portfolio Solutions
Illinois
$3.81M 93,705 -149,542 -61%
HFS
198
Hopwood Financial Services
Virginia
$3.68M 90,538 +11,821 +15%
DAS
199
Dynamic Advisor Solutions
Arizona
$3.6M 88,673 -3,789 -4%
WF
200
Wayfinding Financial
Washington
$3.6M 86,076 -3,086 -3%
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