CGCV

Capital Group Conservative Equity ETF
CGCV

Overview Fund Activity

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
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$38.9M
2
CGPCS
2
Capital Group Private Client Services
California
$70.1M
3
Raymond James Financial
3
Raymond James Financial
Florida
$40M
4
TPF
4
Tribridge Partners Financial
Maryland
$15.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.2M

Top Sellers

1
MLRA
1
Main Line Retirement Advisors
Montana
$442K
2
Capital International Investors
2
Capital International Investors
California
$1.85M
3
MIM
3
Marshall Investment Management
Colorado
$213K
4
OMC
4
Old Mission Capital
Illinois
$280K
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.61M 56,947 -45,402 -44%
BC
27
Bulwark Capital
Florida
$1.6M 55,947 +55,947 New
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$1.43M 49,826 +20,560 +70%
CFA
29
CWS Financial Advisors
Michigan
$1.38M 48,080 +6,214 +15%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.25M 43,629 +10,345 +31%
Stifel Financial
31
Stifel Financial
Missouri
$1.19M 41,700 +22,235 +114%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.14M 39,927 +29,304 +276%
PAG
33
Private Advisor Group
New Jersey
$1.07M 37,441 -4,414 -11%
FFS
34
Founders Financial Securities
Maryland
$1.03M 36,026 +1,966 +6%
HTWM
35
Hartmann Taylor Wealth Management
Texas
$864K 30,200 +30,200 New
CA
36
CGN Advisors
Kansas
$856K 29,945 -58 -0.2%
ASN
37
Advisory Services Network
Georgia
$709K 24,414 +5,132 +27%
BCM
38
Brookstone Capital Management
Illinois
$654K 22,884 -620 -3%
PIA
39
Perennial Investment Advisors
California
$534K 18,656 -5,001 -21%
RIA
40
Regal Investment Advisors
Michigan
$518K 18,117 +4,804 +36%
DADC
41
D.A. Davidson & Co
Montana
$511K 17,875 +6,340 +55%
BEI
42
Benjamin Edwards Inc
Missouri
$466K 16,299 +4,009 +33%
AIFS
43
A&I Financial Services
Colorado
$454K 15,867 +4,054 +34%
KAS
44
Kestra Advisory Services
Texas
$453K 15,841 +675 +4%
MLRA
45
Main Line Retirement Advisors
Montana
$442K 15,439 -505,224 -97%
AWM
46
Apollon Wealth Management
South Carolina
$436K 15,258 +15,258 New
CWS
47
Confluence Wealth Services
Pennsylvania
$424K 14,811 +494 +3%
CFB
48
Cullen/Frost Bankers
Texas
$413K 14,442 +3,348 +30%
MSAM
49
Moloney Securities Asset Management
Missouri
$407K 14,225 +1,484 +12%
HighTower Advisors
50
HighTower Advisors
Illinois
$368K 12,880 +12,880 New
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