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Capital Group Growth ETF
CGGR

Overview Fund Activity

292 hedge funds and large institutions have $3.73B invested in Capital Group Growth ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 173 increasing their positions, 56 reducing their positions, and 10 closing their positions.

Holders
292
Holders Change
+29
Holders Change %
+11.03%
% of All Funds
4.23%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.41%
New
43
Increased
173
Reduced
56
Closed
10
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$12K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$287M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$82M
3
CGPCS
3
Capital Group Private Client Services
California
$504M
4
Wells Fargo
4
Wells Fargo
California
$131M
5
Bank of America
5
Bank of America
North Carolina
$220M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.03M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$18.9M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$2.13M
4
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$24.9M
5
SIAS
5
Summit Investment Advisory Services
Minnesota
$23.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CGPCS
1
Capital Group Private Client Services
California
$504M 15,759,357 +1,990,616 +14%
LPL Financial
2
LPL Financial
California
$287M 8,965,011 +3,014,111 +51%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$270M 8,427,012 +666,574 +9%
Bank of America
4
Bank of America
North Carolina
$220M 6,890,286 +1,280,209 +23%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$178M 5,576,624 +505,610 +10%
Wells Fargo
6
Wells Fargo
California
$131M 4,096,683 +1,725,806 +73%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$127M 3,977,810 +653,122 +20%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$82.1M 2,565,730 +528,248 +26%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$82M 2,561,854 +2,072,971 +424%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$79.4M 2,481,505 +124,671 +5%
RJA
11
Raymond James & Associates
Florida
$76M 2,374,962 +364,208 +18%
MML Investors Services
12
MML Investors Services
Massachusetts
$75.7M 2,366,681 +109,940 +5%
SEIA
13
Signature Estate & Investment Advisors
California
$72.9M 2,280,061 +67,924 +3%
Osaic Holdings
14
Osaic Holdings
Arizona
$69M 2,157,746 +40,397 +2%
FSA
15
Financial Security Advisor
Virginia
$65.3M 2,040,227 +15,549 +0.8%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$56.2M 1,758,131 +167,782 +11%
UBS Group
17
UBS Group
Switzerland
$54.9M 1,714,631 +218,026 +15%
NECFA
18
New England Capital Financial Advisors
Connecticut
$51.4M 1,607,380 -17,594 -1%
CAN
19
Cetera Advisor Networks
California
$46.2M 1,444,317 +301,899 +26%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$45.4M 1,418,681 -702 -0%
KAS
21
Kestra Advisory Services
Texas
$32.9M 1,027,369 +185,981 +22%
Stifel Financial
22
Stifel Financial
Missouri
$30.2M 944,735 +71,566 +8%
LNC
23
Lincoln National Corp
Pennsylvania
$27.5M 859,937 +160,959 +23%
GRP
24
Global Retirement Partners
California
$26.3M 822,269 -5,477 -0.7%
CA
25
Cetera Advisors
Colorado
$25.7M 803,664 +234,415 +41%
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