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Capital Group Growth ETF

602 hedge funds and large institutions have $15B invested in Capital Group Growth ETF in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 356 increasing their positions, 128 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 128

13% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 48

1.48% more ownership

Funds ownership: 76.11%77.59% (+1.5%)

4% more capital invested

Capital invested by funds: $14.4B → $15B (+$575M)

1% less funds holding

Funds holding: 609602 (-7)

16% less funds holding in top 10

Funds holding in top 10: 9378 (-15)

Holders
602
Holders Change
-7
Holders Change %
-1.15%
% of All Funds
7.37%
Holding in Top 10
78
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.13%
% of All Funds
0.95%
New
54
Increased
356
Reduced
128
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.11B +$309M +7,150,524 +16%
Morgan Stanley
2
Morgan Stanley
New York
$1.2B +$124M +2,863,863 +11%
CGPCS
3
Capital Group Private Client Services
California
$1.09B +$135M +3,131,880 +13%
Wells Fargo
4
Wells Fargo
California
$633M +$144M +3,336,112 +27%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$616M +$88.6M +2,052,085 +15%
Bank of America
6
Bank of America
North Carolina
$570M +$57M +1,320,686 +10%
Raymond James Financial
7
Raymond James Financial
Florida
$567M +$73.4M +1,700,477 +14%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$545M +$15.5M +359,089 +3%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$520M +$35M +810,394 +7%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$394M +$68.8M +1,593,112 +19%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$375M +$89.9M +2,083,021 +28%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$339M +$84.3M +1,952,001 +30%
Osaic Holdings
13
Osaic Holdings
Arizona
$310M +$36.8M +851,872 +12%
UBS Group
14
UBS Group
Switzerland
$219M +$8.86M +205,265 +4%
FFS
15
Forge Financial Services
Oklahoma
$217M +$226M +5,229,947 +3,175%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$183M +$8.38M +194,005 +4%
KIM
17
Kestra Investment Management
Texas
$153M +$73.9M +1,711,940 +82%
MML Investors Services
18
MML Investors Services
Massachusetts
$129M -$18.6M -431,294 -12%
JP Morgan Chase
19
JP Morgan Chase
New York
$122M +$43M +995,592 +46%
KAS
20
Kestra Advisory Services
Texas
$121M +$19.2M +445,273 +17%
ACM
21
Advance Capital Management
Michigan
$115M +$87.1M +2,017,650 +239%
BEI
22
Benjamin Edwards Inc
Missouri
$106M +$81.4M +1,886,155 +252%
SEIA
23
Signature Estate & Investment Advisors
California
$100M -$6.14M -142,280 -5%
Stifel Financial
24
Stifel Financial
Missouri
$97.8M +$4.03M +93,336 +4%
P
25
&Partners
Tennessee
$90.1M +$7.24M +167,741 +8%

CGGR Hedge Fund Activity: Q1 2026 in Review

602 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Capital Group Growth ETF (CGGR) for Q1 2026, worth a combined $15B — up 4% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new CGGR positions and 48 closed out — a net gain of 6 holders — while 356 added to existing stakes and 128 trimmed.

The largest buyer was LPL Financial, adding an estimated $309M. The largest seller was Financial Security Advisor, cutting an estimated $74.7M.

  • 602 institutional investors held Capital Group Growth ETF (CGGR) as of Q1 2026, down from 609 in Q4 2025.
  • Funds reported $15B of Capital Group Growth ETF stock for Q1 2026, up 4% quarter-over-quarter.
  • 54 funds opened new Capital Group Growth ETF positions in Q1 2026 and 48 closed out, a net change of +6 holders.
  • The largest Capital Group Growth ETF buyer in Q1 2026 was LPL Financial, an estimated $309M added.
  • The largest Capital Group Growth ETF seller in Q1 2026 was Financial Security Advisor, an estimated $74.7M sold.

Based on aggregated 13F filings for Q1 2026.