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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 %
NL
176
NWAM LLC
Washington
$255K +$57.5K +2,347 +29%
LA
177
Lynch & Associates
Indiana
$248K +$248K +10,106 New
AWM
178
Accel Wealth Management
Iowa
$244K +$244K +9,976 New
HGERS
179
Householder Group Estate & Retirement Specialist
Arizona
$243K +$243K +9,900 New
HA
180
HFG Advisors
Ohio
$236K +$236K +9,637 New
IA
181
IAM Advisory
Pennsylvania
$232K +$490 +20 +0.2%
LA
182
Latitude Advisors
Florida
$230K +$230K +9,372 New
SWP
183
Stratos Wealth Partners
Ohio
$215K +$215K +8,790 New
TFS
184
Thoroughbred Financial Services
Tennessee
$213K +$18.5K +757 +9%
IAS
185
Investment Advisory Services
Texas
$211K +$211K +8,616 New
PAS
186
Park Avenue Securities
New York
$209K +$209K +8,527 New
FHC
187
First Heartland Consultants
Missouri
$205K – – –
SAG
188
SageView Advisory Group
California
$203K +$203K +8,305 New
AWM
189
Axxcess Wealth Management
California
$202K +$202K +8,245 New
IA
190
IFP Advisors
Florida
$182K -$3.8K -155 -2%
GWM
191
Geneos Wealth Management
Colorado
$105K +$58.8K +2,399 +126%
GWSG
192
GPS Wealth Strategies Group
Colorado
$104K +$46.2K +1,884 +79%
CFD
193
Creative Financial Designs
Indiana
$97.2K +$18.2K +742 +23%
CAL
194
Capital Analysts LLC
Pennsylvania
$72K -$9.52K -391 -12%
FHA
195
First Horizon Advisors
Tennessee
$45.7K +$45.7K +1,864 New
PB
196
Pinnacle Bancorp
Nebraska
$15.4K +$15.4K +600 New
IWP
197
IAG Wealth Partners
Wisconsin
$12.1K – – –
WAS
198
Winch Advisory Services
Wisconsin
$11K – – –
ME
199
McIlrath & Eck
Washington
$10.3K – – –
Fidelity Investments
200
Fidelity Investments
Massachusetts
$25 +$25 +1 New
5 6 7
8
9