We are live on ! Find out more
CGCV

Capital Group Conservative Equity ETF
CGCV

144 hedge funds and large institutions have $1.28B invested in Capital Group Conservative Equity ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

347% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 19

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

13% more capital invested

Capital invested by funds: $1.14B → $1.28B (+$147M)

7% more funds holding

Funds holding: 134 → 144 (+10)

2.49% less ownership

Funds ownership: 90.19% → 87.7% (-2.5%)

Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
1.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
25
Increased
85
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CGPCS
Capital Group Private Client Services
California
+$51M
2
LPL Financial
LPL Financial
California
+$22.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$16.7M
4
SFA
Souders Financial Advisors
Ohio
+$14.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.4M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$18.5M
2
OMC
Old Mission Capital
Illinois
-$4.83M
3
EFA
Evernest Financial Advisors
Indiana
-$3.72M
4
Truist Financial
Truist Financial
North Carolina
-$3.41M
5
Stifel Financial
Stifel Financial
Missouri
-$3.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital International Investors
1
Capital International Investors
California
$296M +$46.4K +1,497 +0%
CGPCS
2
Capital Group Private Client Services
California
$160M +$51M +1,646,244 +44%
LPL Financial
3
LPL Financial
California
$139M +$22.4M +721,366 +18%
Raymond James Financial
4
Raymond James Financial
Florida
$70.7M -$18.5M -597,931 -20%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$63.7M +$10.4M +336,976 +19%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$36.2M +$4.17M +134,526 +12%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$26.6M +$3.09M +99,802 +13%
Stifel Financial
8
Stifel Financial
Missouri
$25M -$3.08M -99,515 -11%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$24.8M +$82.2K +2,653 +0.3%
TPF
10
Tribridge Partners Financial
Maryland
$23.7M +$1.12M +36,008 +5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$21.3M +$4.46M +143,977 +25%
Wells Fargo
12
Wells Fargo
California
$19.8M +$9.34M +301,323 +83%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$19.3M +$8.55M +275,899 +72%
Citadel Advisors
14
Citadel Advisors
Florida
$19.3M +$16.7M +540,155 +503%
EFP
15
Envision Financial Planning
Tennessee
$18.7M +$769K +24,819 +4%
CT
16
Clearstead Trust
Maine
$15.3M +$6.43M +207,660 +68%
SFA
17
Souders Financial Advisors
Ohio
$14M +$14.5M +469,338 New
HAG
18
HighPoint Advisor Group
Illinois
$13.6M +$411K +13,274 +3%
DJSG
19
D.J. St. Germain
Massachusetts
$11.3M -$87.9K -2,838 -0.7%
MML Investors Services
20
MML Investors Services
Massachusetts
$10.8M +$1.25M +40,491 +13%
Osaic Holdings
21
Osaic Holdings
Arizona
$10.5M +$2.17M +69,885 +25%
CWS
22
Confluence Wealth Services
Pennsylvania
$10.5M +$2.59M +83,545 +31%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$10.4M +$863K +27,839 +9%
AF
24
Advisornet Financial
Minnesota
$10.2M +$9.44M +304,694 +820%
P
25
&Partners
Tennessee
$9.24M +$2.97M +95,931 +45%
1
2 3 4 5

CGCV Hedge Fund Activity: Q1 2026 in Review

144 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Capital Group Conservative Equity ETF (CGCV) for Q1 2026, worth a combined $1.28B — up 13% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CGCV positions and 12 closed out — a net gain of 13 holders — while 85 added to existing stakes and 19 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $51M. The largest seller was Raymond James Financial, cutting an estimated $18.5M.

  • 144 institutional investors held Capital Group Conservative Equity ETF (CGCV) as of Q1 2026, up from 134 in Q4 2025.
  • Funds reported $1.28B of Capital Group Conservative Equity ETF stock for Q1 2026, up 13% quarter-over-quarter.
  • 25 funds opened new Capital Group Conservative Equity ETF positions in Q1 2026 and 12 closed out, a net change of +13 holders.
  • The largest Capital Group Conservative Equity ETF buyer in Q1 2026 was Capital Group Private Client Services, an estimated $51M added.
  • The largest Capital Group Conservative Equity ETF seller in Q1 2026 was Raymond James Financial, an estimated $18.5M sold.

Based on aggregated 13F filings for Q1 2026.