We are live on ! Find out more
CGGR icon

Capital Group Growth ETF
CGGR

492 hedge funds and large institutions have $9.98B invested in Capital Group Growth ETF in 2025 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 290 increasing their positions, 94 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 94

179% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 24

37% more capital invested

Capital invested by funds: $7.28B → $9.98B (+$2.7B)

22% more funds holding in top 10

Funds holding in top 10: 54 → 66 (+12)

9% more funds holding

Funds holding: 451 → 492 (+41)

1.14% more ownership

Funds ownership: 73.49% → 74.64% (+1.1%)

Holders
492
Holders Change
+41
Holders Change %
+9.09%
% of All Funds
6.48%
Holding in Top 10
66
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+22.22%
% of All Funds
0.87%
New
67
Increased
290
Reduced
94
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$263M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$85.6M
3
Morgan Stanley
Morgan Stanley
New York
+$84.9M
4
KIM
Kestra Investment Management
Texas
+$53.6M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$48.7M

Top Sellers

Rank Fund Capital Flow
1
GWM
Geneos Wealth Management
Colorado
-$19.1M
2
RHP
Royal Harbor Partners
Texas
-$7.37M
3
AFA
Alpha Financial Advisors
North Carolina
-$7.25M
4
AWS
Atria Wealth Solutions
New York
-$7.2M
5
AAS
Ameritas Advisory Services
Nebraska
-$7.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$1.22B +$263M +7,208,835 +32%
CGPCS
2
Capital Group Private Client Services
California
$905M +$15.9M +434,722 +2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$506M +$27.7M +758,297 +6%
Morgan Stanley
4
Morgan Stanley
New York
$482M +$84.9M +2,326,922 +24%
Bank of America
5
Bank of America
North Carolina
$467M +$2.66M +72,811 +0.6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$425M +$85.6M +2,346,788 +29%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$423M +$48.7M +1,333,201 +15%
Raymond James Financial
8
Raymond James Financial
Florida
$344M +$25.1M +687,152 +9%
Wells Fargo
9
Wells Fargo
California
$335M +$14.8M +404,198 +5%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$252M +$45.5M +1,247,558 +25%
Osaic Holdings
11
Osaic Holdings
Arizona
$200M +$27.1M +743,075 +18%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$186M +$46.3M +1,268,212 +38%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$181M +$28.4M +777,311 +21%
UBS Group
14
UBS Group
Switzerland
$165M +$16.8M +461,138 +13%
MML Investors Services
15
MML Investors Services
Massachusetts
$133M +$16.9M +461,926 +16%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$132M +$17.9M +490,003 +18%
KIM
17
Kestra Investment Management
Texas
$121M +$53.6M +1,469,931 +82%
SEIA
18
Signature Estate & Investment Advisors
California
$114M +$7.3M +200,094 +8%
FSA
19
Financial Security Advisor
Virginia
$86M +$2.44M +66,971 +3%
KAS
20
Kestra Advisory Services
Texas
$84.6M +$9.19M +251,714 +14%
WAM
21
WNY Asset Management
New York
$84.2M +$909K +24,906 +1%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$83M +$885K +24,247 +1%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$72.8M +$11.7M +319,582 +22%
PAG
24
Private Advisor Group
New Jersey
$72.7M +$10.7M +291,901 +19%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$72.5M +$5.97M +163,610 +10%
1
2 3 4 5

CGGR Hedge Fund Activity: Q2 2025 in Review

492 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q2 2025, worth a combined $9.98B — up 37% from $7.28B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new CGGR positions and 24 closed out — a net gain of 43 holders — while 290 added to existing stakes and 94 trimmed.

The largest buyer was LPL Financial, adding an estimated $263M. The largest seller was Geneos Wealth Management, cutting an estimated $19.1M.

  • 492 institutional investors held Capital Group Growth ETF (CGGR) as of Q2 2025, up from 451 in Q1 2025.
  • Funds reported $9.98B of Capital Group Growth ETF stock for Q2 2025, up 37% quarter-over-quarter.
  • 67 funds opened new Capital Group Growth ETF positions in Q2 2025 and 24 closed out, a net change of +43 holders.
  • The largest Capital Group Growth ETF buyer in Q2 2025 was LPL Financial, an estimated $263M added.
  • The largest Capital Group Growth ETF seller in Q2 2025 was Geneos Wealth Management, an estimated $19.1M sold.

Based on aggregated 13F filings for Q2 2025.