CGCV

Capital Group Conservative Equity ETF
CGCV

Overview Fund Activity

46 hedge funds and large institutions have $131M invested in Capital Group Conservative Equity ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
46
Holders Change
+25
Holders Change %
+119.05%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
27
Increased
14
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CGPCS
1
Capital Group Private Client Services
California
$33.8M
2
MLRA
2
Main Line Retirement Advisors
Montana
$13.5M
3
DJSG
3
D.J. St. Germain
Massachusetts
$7.57M
4
LPL Financial
4
LPL Financial
California
$2.57M
5
MHB
5
Midwest Heritage Bank
Iowa
$1.44M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.25M
2
Capital International Investors
2
Capital International Investors
California
$26.1M
3
BCA
3
Bay Colony Advisors
Massachusetts
$1.44M
4
UBS Group
4
UBS Group
Switzerland
$0
5
KPWS
5
Kestra Private Wealth Services
Texas
$619K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$525K 19,788 +19,788 New
ASN
27
Advisory Services Network
Georgia
$420K 15,814 +15,814 New
CFA
28
CWS Financial Advisors
Michigan
$398K 14,985 +14,985 New
WWM
29
Western Wealth Management
Colorado
$390K 14,677 +14,677 New
KAS
30
Kestra Advisory Services
Texas
$318K 11,967 +11,967 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$297K 11,187 +11,187 New
HI
32
Harbour Investments
Wisconsin
$295K 11,104 +9,149 +468%
GVAG
33
Great Valley Advisor Group
Delaware
$285K 10,739 +10,739 New
DADC
34
D.A. Davidson & Co
Montana
$274K 10,310 +10,310 New
Baird Financial Group
35
Baird Financial Group
Wisconsin
$265K 10,000 +10,000 New
SWP
36
Stratos Wealth Partners
Ohio
$247K 9,317 +9,317 New
AIFS
37
A&I Financial Services
Colorado
$239K 8,988 +8,988 New
Jane Street
38
Jane Street
New York
$226K 8,515 +8,515 New
CFGS
39
Concourse Financial Group Securities
Alabama
$138K 5,038 +3,283 +187%
SIM
40
Synergy Investment Management
Florida
$95.5K 3,600 +3,600 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$18K 697 +697 New
AF
42
Advisornet Financial
Minnesota
$14.9K 563 +563 New
GWSG
43
GPS Wealth Strategies Group
Colorado
$13.3K 502 +502 New
SPIA
44
Steward Partners Investment Advisory
New York
$13.3K 500 +500 New
AG
45
AmeriFlex Group
Nevada
$10.5K 380 +380 New
Morgan Stanley
46
Morgan Stanley
New York
$27 1 +1 New
Wells Fargo
47
Wells Fargo
California
– – – –
UBS Group
48
UBS Group
Switzerland
– – -775 Closed
1
2