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Capital Group Growth ETF
CGGR

Overview Fund Activity

263 hedge funds and large institutions have $2.73B invested in Capital Group Growth ETF in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 149 increasing their positions, 35 reducing their positions, and 3 closing their positions.

Holders
263
Holders Change
+63
Holders Change %
+31.5%
% of All Funds
3.86%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.34%
New
67
Increased
149
Reduced
35
Closed
3
Calls
$11K
Puts
$2K
Net Calls
+$9K
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$158M
2
CGPCS
2
Capital Group Private Client Services
California
$389M
3
LPL Financial
3
LPL Financial
California
$168M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$219M
5
Wells Fargo
5
Wells Fargo
California
$66.9M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
AAS
2
Ameritas Advisory Services
Nebraska
$826K
3
OMC
3
Old Mission Capital
Illinois
$12.2M
4
SEIA
4
Signature Estate & Investment Advisors
California
$62.4M
5
BA
5
Bridge Advisory
California
$250K
Name Market Value Shares Shares
Change 		Shares
Change %
AA
201
Advisory Alpha
Michigan
$356K 12,597 – –
LA
202
Latitude Advisors
Florida
$356K 12,597 +3,225 +34%
FPAS
203
Focus Partners Advisor Solutions
Missouri
$346K 12,248 +12,248 New
NWMG
204
National Wealth Management Group
Ohio
$339K 11,997 +11,997 New
PTC
205
Private Trust Company
Ohio
$331K 11,708 -2,099 -15%
LA
206
Lynch & Associates
Indiana
$330K 11,697 +1,591 +16%
BAM
207
Belpointe Asset Management
Nevada
$324K 11,460 -570 -5%
AFAS
208
Acorn Financial Advisory Services
Virginia
$323K 11,443 -9,240 -45%
HGERS
209
Householder Group Estate & Retirement Specialist
Arizona
$322K 11,412 +1,512 +15%
JAWM
210
J. Arnold Wealth Management
Ohio
$314K 11,119 +11,119 New
TCWM
211
Total Clarity Wealth Management
Illinois
$313K 11,091 -426 -4%
SCM
212
Saxony Capital Management
Missouri
$303K 10,724 +10,724 New
NL
213
NWAM LLC
Washington
$297K 10,514 +103 +1%
USCWA
214
U.S. Capital Wealth Advisors
Texas
$294K 10,431 +10,431 New
CL
215
CIM LLC
New York
$289K 9,385 +9,385 New
Koshinski Asset Management
216
Koshinski Asset Management
Illinois
$289K 10,224 -32,295 -76%
AWM
217
Accel Wealth Management
Iowa
$286K 10,116 +140 +1%
PAS
218
Park Avenue Securities
New York
$280K 9,936 +1,409 +17%
IGWM
219
ICA Group Wealth Management
Colorado
$279K 9,878 +9,878 New
HA
220
HFG Advisors
Ohio
$272K 9,637 – –
IA
221
IAM Advisory
Pennsylvania
$267K 9,455 – –
BA
222
Bridge Advisory
California
$250K 8,871 -42,094 -83%
SWP
223
Stratos Wealth Partners
Ohio
$250K 8,845 +55 +0.6%
KOMWMG
224
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$248K 8,788 +8,788 New
TFS
225
Thoroughbred Financial Services
Tennessee
$246K 8,727 – –
7 8
9
10 11