CGCV

Capital Group Conservative Equity ETF

83 hedge funds and large institutions have $293M invested in Capital Group Conservative Equity ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
1
Capital Group Private Client Services
California
$70.1M
Raymond James Financial
2
Raymond James Financial
Florida
$40M
LPL Financial
3
LPL Financial
California
$38.9M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.2M
TPF
5
Tribridge Partners Financial
Maryland
$15.5M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.1M
DJSG
7
D.J. St. Germain
Massachusetts
$10.3M
AWS
8
Atria Wealth Solutions
New York
$7.34M
EFA
9
Evernest Financial Advisors
Indiana
$6.21M
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$5.84M
Jones Financial Companies
11
Jones Financial Companies
Missouri
$4.78M
Baird Financial Group
12
Baird Financial Group
Wisconsin
$4.58M
FMN
13
Financial Management Network
California
$4.1M
MML Investors Services
14
MML Investors Services
Massachusetts
$3.88M
GVAG
15
Great Valley Advisor Group
Delaware
$3.8M
MHB
16
Midwest Heritage Bank
Iowa
$3.66M
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.15M
EFP
18
Envision Financial Planning
Tennessee
$3M
Citadel Advisors
19
Citadel Advisors
Florida
$2.81M
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.95M
Jane Street
21
Jane Street
New York
$1.92M
RCG
22
Regatta Capital Group
California
$1.87M
Capital International Investors
23
Capital International Investors
California
$1.85M
VA
24
Valmark Advisers
Ohio
$1.79M
MWM
25
Meridian Wealth Management
Kentucky
$1.7M