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Capital Group Growth ETF
CGGR

438 hedge funds and large institutions have $10.8B invested in Capital Group Growth ETF in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 234 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

827% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 11

225% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 72

101% more capital invested

Capital invested by funds: $5.36B → $10.8B (+$5.43B)

70% more funds holding in top 10

Funds holding in top 10: 30 → 51 (+21)

24% more funds holding

Funds holding: 353 → 438 (+85)

1.57% more ownership

Funds ownership: 71.38% → 72.95% (+1.6%)

Holders
438
Holders Change
+85
Holders Change %
+24.08%
% of All Funds
5.77%
Holding in Top 10
51
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+70%
% of All Funds
0.67%
New
102
Increased
234
Reduced
72
Closed
11
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$212K

Top Buyers

1
LPL Financial
LPL Financial
California
+$159M
2
Morgan Stanley
Morgan Stanley
New York
+$73.3M
3
WAM
WNY Asset Management
New York
+$56.5M
4
Wells Fargo
Wells Fargo
California
+$50.3M
5
IAA
Independent Advisor Alliance
North Carolina
+$45.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$36.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$15.1M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$11.6M
4
SEIA
Signature Estate & Investment Advisors
California
-$9.9M
5
MML Investors Services
MML Investors Services
Massachusetts
-$7.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.1B +$355K +9,662 +10%
CGPCS
2
Capital Group Private Client Services
California
$747M +$26.3M +714,941 +4%
LPL Financial
3
LPL Financial
California
$624M +$159M +4,337,156 +35%
Bank of America
4
Bank of America
North Carolina
$385M +$9.69M +263,848 +3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$381M +$34.5M +938,655 +10%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$294M +$40.1M +1,091,551 +16%
Morgan Stanley
7
Morgan Stanley
New York
$273M +$73.3M +1,994,921 +37%
Raymond James Financial
8
Raymond James Financial
Florida
$258M +$255M +6,938,080 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$257M +$22.3M +606,011 +10%
Wells Fargo
10
Wells Fargo
California
$251M +$50.3M +1,368,362 +25%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$159M +$14.8M +402,401 +10%
UBS Group
12
UBS Group
Switzerland
$124M +$13.5M +366,934 +12%
Osaic Holdings
13
Osaic Holdings
Arizona
$121M +$6.51M +177,235 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$116M +$20.6M +559,839 +22%
SEIA
15
Signature Estate & Investment Advisors
California
$99.9M -$9.9M -269,551 -9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$93.3M +$8.57M +233,367 +10%
MML Investors Services
17
MML Investors Services
Massachusetts
$91.9M -$7.99M -217,469 -8%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$82.7M +$27.2M +739,257 +50%
FSA
19
Financial Security Advisor
Virginia
$75.4M -$2.49M -67,796 -3%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$71.5M +$26.2M +713,623 +59%
KAS
21
Kestra Advisory Services
Texas
$66.7M -$387K -10,523 -0.6%
WAM
22
WNY Asset Management
New York
$60M +$56.5M +1,537,104 +2,003%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$53.8M -$2.5M -67,995 -4%
NECFA
24
New England Capital Financial Advisors
Connecticut
$51.8M -$5.1M -138,824 -9%
NA
25
NewEdge Advisors
Louisiana
$46.8M +$4.32M +117,633 +10%
1
2 3 4 5

CGGR Hedge Fund Activity: Q4 2024 in Review

438 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q4 2024, worth a combined $10.8B — up 101% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new CGGR positions and 11 closed out — a net gain of 91 holders — while 234 added to existing stakes and 72 trimmed.

The largest buyer was LPL Financial, adding an estimated $159M. The largest seller was Goldman Sachs, cutting an estimated $36.4M.

  • 438 institutional investors held Capital Group Growth ETF (CGGR) as of Q4 2024, up from 353 in Q3 2024.
  • Funds reported $10.8B of Capital Group Growth ETF stock for Q4 2024, up 101% quarter-over-quarter.
  • 102 funds opened new Capital Group Growth ETF positions in Q4 2024 and 11 closed out, a net change of +91 holders.
  • The largest Capital Group Growth ETF buyer in Q4 2024 was LPL Financial, an estimated $159M added.
  • The largest Capital Group Growth ETF seller in Q4 2024 was Goldman Sachs, an estimated $36.4M sold.

Based on aggregated 13F filings for Q4 2024.