CGCV

Capital Group Conservative Equity ETF

82 hedge funds and large institutions have $291M invested in Capital Group Conservative Equity ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
82
Holders Change
+17
Holders Change %
+26.15%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
40
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CGPCS
1
Capital Group Private Client Services
California
$70.1M 2,451,547 +672,899 +38%
Raymond James Financial
2
Raymond James Financial
Florida
$40M 1,397,337 +560,814 +67%
LPL Financial
3
LPL Financial
California
$38.9M 1,360,833 +973,998 +252%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.2M 567,200 +224,680 +66%
TPF
5
Tribridge Partners Financial
Maryland
$15.5M 543,225 +543,225 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.1M 389,010 +155,773 +67%
DJSG
7
D.J. St. Germain
Massachusetts
$10.3M 360,615 -70,121 -16%
AWS
8
Atria Wealth Solutions
New York
$7.34M 255,585 +17,420 +7%
EFA
9
Evernest Financial Advisors
Indiana
$6.21M 216,995 +88,201 +68%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$5.84M 204,172 +48,927 +32%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$4.78M 167,388 +102,256 +157%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$4.58M 160,234 +24,705 +18%
FMN
13
Financial Management Network
California
$4.1M 141,692 +71,854 +103%
MML Investors Services
14
MML Investors Services
Massachusetts
$3.88M 135,789 +50,661 +60%
GVAG
15
Great Valley Advisor Group
Delaware
$3.8M 132,905 +37,348 +39%
MHB
16
Midwest Heritage Bank
Iowa
$3.66M 128,035 +11,219 +10%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.15M 110,197 +7,224 +7%
EFP
18
Envision Financial Planning
Tennessee
$3M 104,744 +21,646 +26%
Citadel Advisors
19
Citadel Advisors
Florida
$2.81M 98,170 +98,170 New
Jane Street
20
Jane Street
New York
$1.92M 67,164 -4,538 -6%
RCG
21
Regatta Capital Group
California
$1.87M 65,278 +65,278 New
Capital International Investors
22
Capital International Investors
California
$1.85M 64,548 -400,000 -86%
VA
23
Valmark Advisers
Ohio
$1.79M 62,417 +44,850 +255%
MWM
24
Meridian Wealth Management
Kentucky
$1.7M 59,494 +59,494 New
PWM
25
Pines Wealth Management
North Carolina
$1.69M 58,246 +2,606 +5%