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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 %
PI
201
Parkside Investments
Illinois
$2.74M – – –
HFS
202
Hopwood Financial Services
Virginia
$2.7M +$150K +4,389 +6%
SS
203
Sunbelt Securities
Texas
$2.63M -$125K -3,636 -5%
FPAS
204
Focus Partners Advisor Solutions
Missouri
$2.6M +$1.99M +58,182 +326%
MWM
205
Meridian Wealth Management
Kentucky
$2.48M -$6.34K -185 -0.3%
LBC
206
Leigh Baldwin & Co
New York
$2.48M +$906K +26,450 +57%
TCG
207
Transcendent Capital Group
Oklahoma
$2.42M +$199K +5,806 +9%
SIM
208
Synergy Investment Management
Florida
$2.38M +$246K +7,177 +12%
SWM
209
Spire Wealth Management
Virginia
$2.33M +$18.9K +551 +0.8%
CA
210
CapWealth Advisors
Tennessee
$2.24M -$62.7K -1,830 -3%
SRCM
211
Signature Resources Capital Management
California
$2.19M +$246K +7,176 +13%
AIM
212
Anchor Investment Management
South Carolina
$2.18M – – –
IA
213
IAM Advisory
Pennsylvania
$2.18M -$18.6K -544 -0.8%
CTC
214
Central Trust Company
Missouri
$2.17M +$68.9K +2,011 +3%
FC
215
Fjell Capital
North Dakota
$2.12M -$171K -5,005 -7%
SWP
216
Stratos Wealth Partners
Ohio
$2.11M +$1.06M +31,047 +102%
CF
217
Convergence Financial
Missouri
$2.09M +$1.88M +54,810 +877%
SPC
218
Sigma Planning Corp
Michigan
$2.06M +$762K +22,250 +59%
CP
219
Capital Planning
Washington
$2.04M -$49.9K -1,458 -2%
ALA
220
Atlas Legacy Advisors
California
$1.99M -$8.74M -241,981 -81%
BC
221
Barrett & Company
Rhode Island
$1.98M +$40.9K +1,195 +2%
IWC
222
Integrated Wealth Concepts
Massachusetts
$1.95M +$451K +13,180 +30%
NS
223
NBC Securities
Alabama
$1.93M +$1.92M +56,154 +105,951%
RA
224
RFG Advisory
Alabama
$1.89M -$964K -28,156 -34%
CMAI
225
Capital Management Associates Inc
Minnesota
$1.88M +$1.11M +32,437 +145%
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