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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 %
MOS
201
MGO One Seven
Ohio
$3.57M 87,758 -15,032 -15%
IPA
202
Investment Planning Advisors
Georgia
$3.39M 83,506 -60,851 -42%
FPAS
203
Focus Partners Advisor Solutions
Missouri
$3.39M 83,453 +7,421 +10%
AWM
204
Apollon Wealth Management
South Carolina
$3.35M 82,298 +66,522 +422%
SFG
205
Stonebridge Financial Group
Pennsylvania
$3.33M 81,978 +118 +0.1%
IWC
206
Integrated Wealth Concepts
Massachusetts
$3.31M 81,481 +24,533 +43%
PI
207
Parkside Investments
Illinois
$3.25M 80,000 – –
SWP
208
Stratos Wealth Partners
Ohio
$3.24M 79,791 +18,305 +30%
LWP
209
LeClair Wealth Partners
Ohio
$3.24M 79,765 -618 -0.8%
TSMHT
210
Thurston Springer Miller Herd & Titak
Indiana
$3.21M 78,865 +43,708 +124%
SS
211
Sunbelt Securities
Texas
$2.98M 80,303 +3,636 +5%
TCG
212
Transcendent Capital Group
Oklahoma
$2.97M 73,063 +2,469 +3%
MWM
213
Meridian Wealth Management
Kentucky
$2.96M 72,775 +261 +0.4%
FMN
214
Financial Management Network
California
$2.92M 71,421 +33,778 +90%
SFM
215
Signet Financial Management
New Jersey
$2.86M 70,389 -17,646 -20%
SWM
216
Spire Wealth Management
Virginia
$2.81M 69,139 +1,135 +2%
Cerity Partners
217
Cerity Partners
New York
$2.71M 66,761 +42,631 +177%
CFB
218
Cullen/Frost Bankers
Texas
$2.7M 66,449 +15,066 +29%
Renaissance Technologies
219
Renaissance Technologies
New York
$2.66M 65,500 +65,500 New
SRCM
220
Signature Resources Capital Management
California
$2.65M 65,294 +1,496 +2%
Corient Private Wealth
221
Corient Private Wealth
Florida
$2.65M 65,101 +65,101 New
BC
222
Barrett & Company
Rhode Island
$2.62M 64,398 +6,700 +12%
WTFG
223
Wood Tarver Financial Group
Idaho
$2.61M 64,168 +13,622 +27%
FC
224
Fjell Capital
North Dakota
$2.59M 63,697 +1,796 +3%
AIM
225
Anchor Investment Management
South Carolina
$2.59M 63,652 – –
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