CGCV

Capital Group Conservative Equity ETF
CGCV

Overview Fund Activity

65 hedge funds and large institutions have $201M invested in Capital Group Conservative Equity ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+19
Holders Change %
+41.3%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
37
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CGPCS
Capital Group Private Client Services
California
+$13.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.75M
3
LPL Financial
LPL Financial
California
+$7.86M
4
AWS
Atria Wealth Solutions
New York
+$5.84M
5
DJSG
D.J. St. Germain
Massachusetts
+$3.94M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$14.1M
2
BCA
Bay Colony Advisors
Massachusetts
-$1.44M
3
BCM
Brookstone Capital Management
Illinois
-$637K
4
KPWS
Kestra Private Wealth Services
Texas
-$422K
5
WWM
Western Wealth Management
Colorado
-$390K
Name Holding Trade Value Shares
Change 		Shares
Change %
GS
26
GTS Securities
New York
$1.35M +$816K +30,083 +152%
CFA
27
CWS Financial Advisors
Michigan
$1.14M +$729K +26,881 +179%
PAG
28
Private Advisor Group
New Jersey
$1.13M +$1.13M +41,855 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$902K +$312K +11,520 +53%
FFS
30
Founders Financial Securities
Maryland
$896K +$286K +10,884 +47%
CA
31
CGN Advisors
Kansas
$814K +$29.6K +1,091 +4%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$794K +$234K +8,640 +42%
WIA
33
World Investment Advisors
California
$731K +$191K +7,058 +35%
PIA
34
Perennial Investment Advisors
California
$641K +$641K +23,657 New
BCM
35
Brookstone Capital Management
Illinois
$637K -$637K -23,497 -50%
Stifel Financial
36
Stifel Financial
Missouri
$528K +$528K +19,465 New
ASN
37
Advisory Services Network
Georgia
$523K +$94K +3,468 +22%
HI
38
Harbour Investments
Wisconsin
$512K +$211K +7,780 +70%
SIM
39
Synergy Investment Management
Florida
$511K +$414K +15,250 +424%
VA
40
Valmark Advisers
Ohio
$476K +$476K +17,567 New
KAS
41
Kestra Advisory Services
Texas
$411K +$86.7K +3,199 +27%
CWS
42
Confluence Wealth Services
Pennsylvania
$370K +$370K +14,317 New
RIA
43
Regal Investment Advisors
Michigan
$361K +$361K +13,313 New
MSAM
44
Moloney Securities Asset Management
Missouri
$345K +$345K +12,741 New
BEI
45
Benjamin Edwards Inc
Missouri
$333K +$333K +12,290 New
AIFS
46
A&I Financial Services
Colorado
$320K +$76.6K +2,825 +31%
DADC
47
D.A. Davidson & Co
Montana
$313K +$33.2K +1,225 +12%
CFB
48
Cullen/Frost Bankers
Texas
$301K +$301K +11,094 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$288K +$269K +9,926 +1,424%
LWM
50
Lodestone Wealth Management
Washington
$263K +$263K +9,682 New
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