CGGR icon

Capital Group Growth ETF
CGGR

Overview Fund Activity

327 hedge funds and large institutions have $4.39B invested in Capital Group Growth ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 194 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
327
Holders Change
+35
Holders Change %
+11.99%
% of All Funds
4.76%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.44%
New
50
Increased
194
Reduced
49
Closed
11
Calls
$62K
Puts
$3K
Net Calls
+$59K
Net Calls Change
+$62K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$120M
2
KIM
2
Kestra Investment Management
Texas
$44.4M
3
CGPCS
3
Capital Group Private Client Services
California
$563M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$167M
5
Bank of America
5
Bank of America
North Carolina
$261M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
SIAS
2
Summit Investment Advisory Services
Minnesota
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$68.4M
4
OMC
4
Old Mission Capital
Illinois
$8.26M
5
ACA
5
Aptus Capital Advisors
Alabama
$3.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CGPCS
1
Capital Group Private Client Services
California
$563M 17,106,522 +1,347,165 +9%
LPL Financial
2
LPL Financial
California
$328M 9,981,257 +1,016,246 +11%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$295M 8,963,263 +536,251 +6%
Bank of America
4
Bank of America
North Carolina
$261M 7,942,568 +1,052,282 +15%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$190M 5,771,174 +194,550 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$167M 5,077,593 +1,099,783 +28%
Wells Fargo
7
Wells Fargo
California
$159M 4,835,560 +738,877 +18%
Morgan Stanley
8
Morgan Stanley
New York
$120M 3,658,077 +2,949,074 +416%
RJA
9
Raymond James & Associates
Florida
$111M 3,377,950 +1,002,988 +42%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$104M 3,153,822 +591,968 +23%
Osaic Holdings
11
Osaic Holdings
Arizona
$91.6M 2,786,347 +628,601 +29%
UBS Group
12
UBS Group
Switzerland
$83.1M 2,527,381 +812,750 +47%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$82.5M 2,508,296 -57,434 -2%
SEIA
14
Signature Estate & Investment Advisors
California
$78M 2,370,646 +90,585 +4%
MML Investors Services
15
MML Investors Services
Massachusetts
$73.4M 2,231,834 -134,847 -6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$68.4M 2,078,917 -402,588 -16%
FSA
17
Financial Security Advisor
Virginia
$68M 2,064,192 +23,965 +1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$56.5M 1,717,745 -40,386 -2%
KAS
19
Kestra Advisory Services
Texas
$53.8M 1,636,746 +609,377 +59%
NECFA
20
New England Capital Financial Advisors
Connecticut
$52.6M 1,600,782 -6,598 -0.4%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$48.4M 1,470,853 +52,172 +4%
KIM
22
Kestra Investment Management
Texas
$44.4M 1,350,830 +1,350,830 New
Stifel Financial
23
Stifel Financial
Missouri
$34.5M 1,049,877 +105,142 +11%
NA
24
NewEdge Advisors
Louisiana
$31.8M 967,138 +237,601 +33%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$31.6M 960,838 +257,480 +37%
1
2 3 4 5