We are live on ! Find out more
CGGR icon

Capital Group Growth ETF

94 hedge funds and large institutions have $454M invested in Capital Group Growth ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 9

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

67% more capital invested

Capital invested by funds: $271M → $454M (+$183M)

21% more funds holding

Funds holding: 7894 (+16)

0.61% more ownership

Funds ownership: 65.79%66.39% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
94
Holders Change
+16
Holders Change %
+20.51%
% of All Funds
1.62%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
24
Increased
52
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
1
Capital Group Private Client Services
California
$129M +$70.3M +3,288,972 +98%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$38.6M +$19.3M +903,950 +84%
LPL Financial
3
LPL Financial
California
$30.5M +$24M +1,122,809 +256%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$27.5M +$5.32M +249,013 +21%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$18.4M +$12.8M +597,101 +173%
RJA
6
Raymond James & Associates
Florida
$17.4M +$17.7M +830,134 +1,337%
GKWIM
7
Gerber Kawasaki Wealth & Investment Management
California
$16.2M +$2.08M +97,309 +13%
AWC
8
Adamsbrown Wealth Consultants
Kansas
$14.6M +$7.88M +368,621 +97%
Osaic Holdings
9
Osaic Holdings
Arizona
$13.1M +$5.71M +267,450 +66%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$11.1M +$2.03M +95,136 +20%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$9.05M +$5.12M +239,644 +107%
PA
12
Prism Advisors
California
$8.58M +$709K +33,196 +8%
Stifel Financial
13
Stifel Financial
Missouri
$8.04M +$2.04M +95,662 +30%
MML Investors Services
14
MML Investors Services
Massachusetts
$7.75M +$4.37M +204,499 +106%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.48M +$5.4M +252,581 +193%
BPFA
16
Barnes Pettey Financial Advisors
Mississippi
$7.45M +$200K +9,343 +3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$6.74M +$5.03M +235,370 +214%
P
18
&Partners
Tennessee
$6.11M +$1.19M +55,504 +22%
NA
19
NewEdge Advisors
Louisiana
$5.87M +$3.37M +157,832 +110%
SFA
20
Souders Financial Advisors
Ohio
$5.26M +$5.76M +269,390 New
Jane Street
21
Jane Street
New York
$5.1M +$591K +27,641 +12%
KAS
22
Kestra Advisory Services
Texas
$4.85M +$2.36M +110,269 +80%
CAN
23
Cetera Advisor Networks
California
$4.47M +$4.9M +229,291 New
FC
24
Financial Council
Maryland
$3.97M -$342K -15,994 -7%
LNC
25
Lincoln National Corp
Pennsylvania
$3.96M +$2.18M +101,850 +101%

CGGR Hedge Fund Activity: Q3 2022 in Review

94 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q3 2022, worth a combined $454M — up 67% from $271M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CGGR positions and 7 closed out — a net gain of 17 holders — while 52 added to existing stakes and 9 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $70.3M. The largest seller was Capital International Investors, cutting an estimated $18.2M.

  • 94 institutional investors held Capital Group Growth ETF (CGGR) as of Q3 2022, up from 78 in Q2 2022.
  • Funds reported $454M of Capital Group Growth ETF stock for Q3 2022, up 67% quarter-over-quarter.
  • 24 funds opened new Capital Group Growth ETF positions in Q3 2022 and 7 closed out, a net change of +17 holders.
  • The largest Capital Group Growth ETF buyer in Q3 2022 was Capital Group Private Client Services, an estimated $70.3M added.
  • The largest Capital Group Growth ETF seller in Q3 2022 was Capital International Investors, an estimated $18.2M sold.

Based on aggregated 13F filings for Q3 2022.