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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 %
MEAC
176
M.E. Allison & Co
Texas
$3.42M +$566K +16,515 +20%
MCM
177
MAI Capital Management
Ohio
$3.35M +$211K +6,164 +7%
ACM
178
Aurdan Capital Management
Pennsylvania
$3.34M +$2.09M +61,139 +168%
NAS
179
NWF Advisory Services
California
$3.31M +$127K +3,717 +4%
WIA
180
World Investment Advisors
California
$3.22M +$713K +20,818 +28%
JWCA
181
J.W. Cole Advisors
Florida
$3.2M +$2.69M +78,446 +523%
LF
182
Lantz Financial
Illinois
$3.18M +$154K +4,503 +5%
DAS
183
Dynamic Advisor Solutions
Arizona
$3.17M +$175K +5,115 +6%
AIFS
184
A&I Financial Services
Colorado
$3.17M +$979K +28,581 +45%
GVAG
185
Great Valley Advisor Group
Delaware
$3.16M +$2.26M +65,918 +251%
EW
186
Entruity Wealth
California
$3.11M -$125K -3,636 -4%
WF
187
Wayfinding Financial
Washington
$3.05M +$1.07M +31,170 +54%
KW
188
KWB Wealth
California
$3.03M +$2.06M +55,417 +212%
GWANC
189
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.02M +$243K +7,081 +9%
SFM
190
Signet Financial Management
New Jersey
$3.02M -$1.02M -29,734 -25%
GS
191
GTS Securities
New York
$2.97M +$2.97M +86,739 New
EA
192
Everpar Advisors
Oklahoma
$2.92M +$506K +14,772 +21%
PIA
193
Perennial Investment Advisors
California
$2.9M +$2.23M +65,157 +332%
BFA
194
Beacon Financial Advisory
Ohio
$2.88M +$758K +22,133 +36%
SI
195
Stephens Inc
Arkansas
$2.84M +$2.18M +63,764 +333%
CA
196
Continuum Advisory
Idaho
$2.8M +$255K +7,433 +10%
SFG
197
Stonebridge Financial Group
Pennsylvania
$2.8M +$1.78M +52,058 +175%
Qube Research & Technologies (QRT)
198
Qube Research & Technologies (QRT)
United Kingdom
$2.78M +$1.08M +31,417 +63%
LWP
199
LeClair Wealth Partners
Ohio
$2.75M -$145K -4,233 -5%
Natixis Advisors
200
Natixis Advisors
Massachusetts
$2.74M +$640K +18,688 +30%
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