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Capital Group Growth ETF
CGGR

Overview Fund Activity

433 hedge funds and large institutions have $10.8B invested in Capital Group Growth ETF in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 232 increasing their positions, 71 reducing their positions, and 11 closing their positions.

Holders
433
Holders Change
+83
Holders Change %
+23.71%
% 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
0.68%
New
100
Increased
232
Reduced
71
Closed
11
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$212K

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.1B
2
Raymond James Financial
2
Raymond James Financial
Florida
$258M
3
LPL Financial
3
LPL Financial
California
$624M
4
Morgan Stanley
4
Morgan Stanley
New York
$273M
5
WAM
5
WNY Asset Management
New York
$60M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.34M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$695K
3
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$0
4
SEIA
4
Signature Estate & Investment Advisors
California
$99.9M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$91.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$4.1B 110,315 +9,662 +10%
CGPCS
2
Capital Group Private Client Services
California
$747M 20,095,652 +714,941 +4%
LPL Financial
3
LPL Financial
California
$624M 16,775,326 +4,337,156 +35%
Bank of America
4
Bank of America
North Carolina
$385M 10,359,956 +263,848 +3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$381M 10,261,756 +938,655 +10%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$294M 7,908,041 +1,091,551 +16%
Morgan Stanley
7
Morgan Stanley
New York
$273M 7,355,196 +1,994,921 +37%
Raymond James Financial
8
Raymond James Financial
Florida
$258M 6,938,080 +6,938,080 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$257M 6,924,105 +606,011 +10%
Wells Fargo
10
Wells Fargo
California
$251M 6,763,699 +1,368,362 +25%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$159M 4,274,297 +402,401 +10%
UBS Group
12
UBS Group
Switzerland
$124M 3,347,618 +366,934 +12%
Osaic Holdings
13
Osaic Holdings
Arizona
$121M 3,243,972 +177,235 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$116M 3,117,210 +559,839 +22%
SEIA
15
Signature Estate & Investment Advisors
California
$99.9M 2,687,640 -269,551 -9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$93.3M 2,508,892 +233,367 +10%
MML Investors Services
17
MML Investors Services
Massachusetts
$91.9M 2,471,356 -217,469 -8%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$82.7M 2,225,640 +739,257 +50%
FSA
19
Financial Security Advisor
Virginia
$75.4M 2,027,940 -67,796 -3%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$71.5M 1,924,157 +713,623 +59%
KAS
21
Kestra Advisory Services
Texas
$66.7M 1,794,600 -10,523 -0.6%
WAM
22
WNY Asset Management
New York
$60M 1,613,840 +1,537,104 +2,003%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$53.8M 1,448,583 -67,995 -4%
NECFA
24
New England Capital Financial Advisors
Connecticut
$51.8M 1,392,555 -138,824 -9%
NA
25
NewEdge Advisors
Louisiana
$46.8M 1,258,089 +117,633 +10%
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