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CGCV

Capital Group Conservative Equity ETF
CGCV

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

1,133% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 3

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

54% more capital invested

Capital invested by funds: $131M → $201M (+$70.1M)

41% more funds holding

Funds holding: 46 → 65 (+19)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.8% less ownership

Funds ownership: 78.67% → 72.87% (-5.8%)

Holders
65
Holders Change
+19
Holders Change %
+41.3%
% of All Funds
0.87%
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

Rank Fund Capital Flow
1
CGPCS
Capital Group Private Client Services
California
+$13.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.84M
3
LPL Financial
LPL Financial
California
+$7.95M
4
AWS
Atria Wealth Solutions
New York
+$5.88M
5
DJSG
D.J. St. Germain
Massachusetts
+$3.98M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$14.2M
2
BCA
Bay Colony Advisors
Massachusetts
-$1.44M
3
BCM
Brookstone Capital Management
Illinois
-$644K
4
KPWS
Kestra Private Wealth Services
Texas
-$426K
5
WWM
Western Wealth Management
Colorado
-$390K
Name Holding Trade Value Shares
Change 		Change in
Stake
GS
26
GTS Securities
New York
$1.35M +$824K +30,083 +152%
CFA
27
CWS Financial Advisors
Michigan
$1.14M +$737K +26,881 +179%
PAG
28
Private Advisor Group
New Jersey
$1.13M +$1.15M +41,855 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$902K +$316K +11,520 +53%
FFS
30
Founders Financial Securities
Maryland
$896K +$298K +10,884 +47%
CA
31
CGN Advisors
Kansas
$814K +$29.9K +1,091 +4%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$794K +$237K +8,640 +42%
WIA
33
World Investment Advisors
California
$731K +$193K +7,058 +35%
PIA
34
Perennial Investment Advisors
California
$641K +$648K +23,657 New
BCM
35
Brookstone Capital Management
Illinois
$637K -$644K -23,497 -50%
Stifel Financial
36
Stifel Financial
Missouri
$528K +$533K +19,465 New
ASN
37
Advisory Services Network
Georgia
$523K +$95K +3,468 +22%
HI
38
Harbour Investments
Wisconsin
$512K +$213K +7,780 +70%
SIM
39
Synergy Investment Management
Florida
$511K +$418K +15,250 +424%
VA
40
Valmark Advisers
Ohio
$476K +$481K +17,567 New
KAS
41
Kestra Advisory Services
Texas
$411K +$87.7K +3,199 +27%
CWS
42
Confluence Wealth Services
Pennsylvania
$370K +$392K +14,317 New
RIA
43
Regal Investment Advisors
Michigan
$361K +$365K +13,313 New
MSAM
44
Moloney Securities Asset Management
Missouri
$345K +$349K +12,741 New
BEI
45
Benjamin Edwards Inc
Missouri
$333K +$337K +12,290 New
AIFS
46
A&I Financial Services
Colorado
$320K +$77.4K +2,825 +31%
DADC
47
D.A. Davidson & Co
Montana
$313K +$33.6K +1,225 +12%
CFB
48
Cullen/Frost Bankers
Texas
$301K +$304K +11,094 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$288K +$272K +9,926 +1,424%
LWM
50
Lodestone Wealth Management
Washington
$263K +$265K +9,682 New
1
2
3

CGCV Hedge Fund Activity: Q1 2025 in Review

65 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in Capital Group Conservative Equity ETF (CGCV) for Q1 2025, worth a combined $201M — up 54% from $131M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CGCV positions and 5 closed out — a net gain of 19 holders — while 37 added to existing stakes and 3 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $13.8M. The largest seller was Capital International Investors, cutting an estimated $14.2M.

  • 65 institutional investors held Capital Group Conservative Equity ETF (CGCV) as of Q1 2025, up from 46 in Q4 2024.
  • Funds reported $201M of Capital Group Conservative Equity ETF stock for Q1 2025, up 54% quarter-over-quarter.
  • 24 funds opened new Capital Group Conservative Equity ETF positions in Q1 2025 and 5 closed out, a net change of +19 holders.
  • The largest Capital Group Conservative Equity ETF buyer in Q1 2025 was Capital Group Private Client Services, an estimated $13.8M added.
  • The largest Capital Group Conservative Equity ETF seller in Q1 2025 was Capital International Investors, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2025.