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Capital Group Growth ETF
CGGR

201 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, 121 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 10

256% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 34

19% more capital invested

Capital invested by funds: $1.62B → $1.92B (+$308M)

16% more funds holding

Funds holding: 173 → 201 (+28)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

1.66% more ownership

Funds ownership: 69.21% → 70.86% (+1.7%)

Holders
201
Holders Change
+28
Holders Change %
+16.18%
% 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
121
Reduced
34
Closed
10
Calls
$9K
Puts
–
Net Calls
+$9K
Net Calls Change
+$9K

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$90.7M
2
Bank of America
Bank of America
North Carolina
+$60.9M
3
CGPCS
Capital Group Private Client Services
California
+$26.3M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$17M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.1M

Top Sellers

1
Jane Street
Jane Street
New York
-$25.6M
2
PA
Prism Advisors
California
-$12.3M
3
DIM
Delta Investment Management
California
-$10.2M
4
SEIA
Signature Estate & Investment Advisors
California
-$4.2M
5
NECFA
New England Capital Financial Advisors
Connecticut
-$3.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
201
Fidelity Investments
Massachusetts
$25 +$25 +1 New
PA
202
Prism Advisors
California
– -$12.3M -488,973 Closed
DIM
203
Delta Investment Management
California
– -$10.2M -402,862 Closed
CA
204
Calton & Associates
Florida
– -$2.5M -99,207 Closed
BFS
205
Bard Financial Services
Connecticut
– -$990K -39,250 Closed
GFA
206
Gallagher Fiduciary Advisors
Illinois
– -$593K -23,500 Closed
AWM
207
AE Wealth Management
Kansas
– -$333K -13,186 Closed
SHFP
208
Second Half Financial Partners
Florida
– -$295K -11,697 Closed
PCM
209
Penserra Capital Management
California
– -$20K -804 Closed
IGWM
210
ICA Group Wealth Management
Colorado
– -$2.02K -80 Closed
PO
211
Private Ocean
California
– -$2.02K -80 Closed
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