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Capital Group Growth ETF
CGGR

Overview Fund Activity

350 hedge funds and large institutions have $5.36B invested in Capital Group Growth ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 218 increasing their positions, 61 reducing their positions, and 12 closing their positions.

Holders
350
Holders Change
+23
Holders Change %
+7.03%
% of All Funds
5.06%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
41
Increased
218
Reduced
61
Closed
12
Calls
–
Puts
$205K
Net Calls
-$205K
Net Calls Change
-$264K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$433M
2
CGPCS
2
Capital Group Private Client Services
California
$674M
3
Bank of America
3
Bank of America
North Carolina
$351M
4
Morgan Stanley
4
Morgan Stanley
New York
$186M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$220M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.9M
2
KIM
2
Kestra Investment Management
Texas
$38.3M
3
OMC
3
Old Mission Capital
Illinois
$0
4
WI
4
Wintrust Investments
Illinois
$632K
5
ACM
5
Advance Capital Management
Michigan
$13.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CGPCS
1
Capital Group Private Client Services
California
$674M 19,380,711 +2,274,189 +13%
LPL Financial
2
LPL Financial
California
$433M 12,438,170 +2,456,913 +25%
Bank of America
3
Bank of America
North Carolina
$351M 10,096,108 +2,153,540 +27%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$324M 9,323,101 +359,838 +4%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$237M 6,816,490 +1,045,316 +18%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$220M 6,318,094 +1,240,501 +24%
Wells Fargo
7
Wells Fargo
California
$188M 5,395,337 +559,777 +12%
Morgan Stanley
8
Morgan Stanley
New York
$186M 5,360,275 +1,702,198 +47%
RJA
9
Raymond James & Associates
Florida
$136M 3,895,362 +517,412 +15%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$135M 3,871,896 +718,074 +23%
Osaic Holdings
11
Osaic Holdings
Arizona
$107M 3,066,737 +280,390 +10%
UBS Group
12
UBS Group
Switzerland
$104M 2,980,684 +453,303 +18%
SEIA
13
Signature Estate & Investment Advisors
California
$103M 2,957,191 +586,545 +25%
MML Investors Services
14
MML Investors Services
Massachusetts
$93.5M 2,688,825 +456,991 +20%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$89M 2,557,371 +49,075 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$79.2M 2,275,525 +196,608 +9%
FSA
17
Financial Security Advisor
Virginia
$72.9M 2,095,736 +31,544 +2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$72.7M 2,088,784 +371,039 +22%
KAS
19
Kestra Advisory Services
Texas
$62.8M 1,805,123 +168,377 +10%
NECFA
20
New England Capital Financial Advisors
Connecticut
$53.3M 1,531,379 -69,403 -4%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$52.8M 1,516,578 +45,725 +3%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$51.5M 1,486,383 +657,864 +79%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$42.1M 1,210,534 +249,696 +26%
NA
24
NewEdge Advisors
Louisiana
$39.7M 1,140,456 +173,318 +18%
Goldman Sachs
25
Goldman Sachs
New York
$38.5M 1,106,324 +1,080,431 +4,173%
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