CGCV
Capital Group Conservative Equity ETF
CGCV
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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
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
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$13.7M | |
| 2 | +$8.75M | |
| 3 | +$7.86M | |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$5.84M |
| 5 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
+$3.94M |
Top Sellers
| 1 | -$14.1M | |
| 2 | -$1.44M | |
| 3 | -$637K | |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$422K |
| 5 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$390K |
