We are live on ! Find out more
CGGR icon

Capital Group Growth ETF

451 hedge funds and large institutions have $7.28B invested in Capital Group Growth ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 289 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 82

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

6% more funds holding in top 10

Funds holding in top 10: 5154 (+3)

3% more funds holding

Funds holding: 438451 (+13)

0.55% more ownership

Funds ownership: 72.95%73.49% (+0.55%)

33% less capital invested

Capital invested by funds: $10.8B → $7.28B (-$3.52B)

Holders
451
Holders Change
+13
Holders Change %
+2.97%
% of All Funds
6.05%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
0.72%
New
41
Increased
289
Reduced
82
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$782M +$227M +6,059,534 +36%
CGPCS
2
Capital Group Private Client Services
California
$748M +$64.8M +1,731,520 +9%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$400M +$53M +1,415,798 +14%
Bank of America
4
Bank of America
North Carolina
$391M +$39.1M +1,045,457 +10%
Morgan Stanley
5
Morgan Stanley
New York
$327M +$81.8M +2,185,297 +30%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$311M +$43.6M +1,166,451 +15%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$277M +$44M +1,175,119 +17%
Wells Fargo
8
Wells Fargo
California
$268M +$40.1M +1,072,854 +16%
Raymond James Financial
9
Raymond James Financial
Florida
$266M +$31.4M +839,677 +12%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$170M +$25.3M +674,951 +16%
Osaic Holdings
11
Osaic Holdings
Arizona
$143M +$34.9M +932,682 +29%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$126M +$20.8M +556,214 +18%
UBS Group
13
UBS Group
Switzerland
$123M +$9.45M +252,572 +8%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$114M +$41.1M +1,097,272 +49%
MML Investors Services
15
MML Investors Services
Massachusetts
$95.9M +$12.3M +329,325 +13%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$94.1M +$8.94M +239,050 +10%
SEIA
17
Signature Estate & Investment Advisors
California
$88.9M -$3.46M -92,448 -3%
FSA
18
Financial Security Advisor
Virginia
$70.2M +$793K +21,181 +1%
WAM
19
WNY Asset Management
New York
$70.1M +$16.1M +431,491 +27%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$68.8M +$3.14M +83,798 +4%
KAS
21
Kestra Advisory Services
Texas
$62.6M +$1.26M +33,646 +2%
KIM
22
Kestra Investment Management
Texas
$61M +$24.1M +644,092 +57%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$55.5M +$31.6M +844,631 +109%
PAG
24
Private Advisor Group
New Jersey
$51.3M +$15.6M +416,899 +39%
Stifel Financial
25
Stifel Financial
Missouri
$50.8M +$12.1M +323,498 +28%

CGGR Hedge Fund Activity: Q1 2025 in Review

451 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q1 2025, worth a combined $7.28B — down 33% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CGGR positions and 19 closed out — a net gain of 22 holders — while 289 added to existing stakes and 82 trimmed.

The largest buyer was LPL Financial, adding an estimated $227M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $45.8M sold.

  • 451 institutional investors held Capital Group Growth ETF (CGGR) as of Q1 2025, up from 438 in Q4 2024.
  • Funds reported $7.28B of Capital Group Growth ETF stock for Q1 2025, down 33% quarter-over-quarter.
  • 41 funds opened new Capital Group Growth ETF positions in Q1 2025 and 19 closed out, a net change of +22 holders.
  • The largest Capital Group Growth ETF buyer in Q1 2025 was LPL Financial, an estimated $227M added.
  • The largest Capital Group Growth ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $45.8M sold.

Based on aggregated 13F filings for Q1 2025.