CGGR icon

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 %
CGPCS
1
Capital Group Private Client Services
California
$389M 13,768,741 +2,252,167 +20%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$219M 7,760,438 +1,321,699 +21%
LPL Financial
3
LPL Financial
California
$168M 5,950,900 +1,470,436 +33%
Bank of America
4
Bank of America
North Carolina
$158M 5,610,077 +2,794,496 +99%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$143M 5,071,014 +226,416 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$93.9M 3,324,688 +385,624 +13%
Wells Fargo
7
Wells Fargo
California
$66.9M 2,370,877 +908,945 +62%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$66.5M 2,356,834 +189,619 +9%
MML Investors Services
9
MML Investors Services
Massachusetts
$63.7M 2,256,741 +244,577 +12%
SEIA
10
Signature Estate & Investment Advisors
California
$62.4M 2,212,137 -48,116 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$59.8M 2,117,349 -30,000 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$57.5M 2,037,482 +589,234 +41%
FSA
13
Financial Security Advisor
Virginia
$57.2M 2,024,678 +58,234 +3%
RJA
14
Raymond James & Associates
Florida
$56.8M 2,010,754 +230,570 +13%
NECFA
15
New England Capital Financial Advisors
Connecticut
$45.9M 1,624,974 -11,620 -0.7%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$44.9M 1,590,349 +132,936 +9%
UBS Group
17
UBS Group
Switzerland
$42.2M 1,496,605 +264,841 +22%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$40.1M 1,419,383 +176,441 +14%
CAN
19
Cetera Advisor Networks
California
$32.3M 1,142,418 +223,251 +24%
Stifel Financial
20
Stifel Financial
Missouri
$24.6M 873,169 +154,003 +21%
GKWIM
21
Gerber Kawasaki Wealth & Investment Management
California
$23.8M 843,881 -5,265 -0.6%
KAS
22
Kestra Advisory Services
Texas
$23.8M 841,388 +159,235 +23%
AT
23
Arden Trust
Delaware
$23.4M 829,389 +369,931 +81%
GRP
24
Global Retirement Partners
California
$23.3M 827,746 +27,701 +3%
SIAS
25
Summit Investment Advisory Services
Minnesota
$22.7M 804,934 +11,108 +1%
1
2 3 4 5