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CGCV

Capital Group Conservative Equity ETF
CGCV

83 hedge funds and large institutions have $296M invested in Capital Group Conservative Equity ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

215% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 13

47% more capital invested

Capital invested by funds: $201M → $296M (+$95.1M)

28% more funds holding

Funds holding: 65 → 83 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.05% less ownership

Funds ownership: 72.87% → 71.82% (-1%)

Holders
83
Holders Change
+18
Holders Change %
+27.69%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
41
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$26.4M
2
CGPCS
Capital Group Private Client Services
California
+$18.2M
3
Raymond James Financial
Raymond James Financial
Florida
+$15.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.08M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.22M

Top Sellers

Rank Fund Capital Flow
1
MLRA
Main Line Retirement Advisors
Montana
-$13.7M
2
Capital International Investors
Capital International Investors
California
-$10.8M
3
MIM
Marshall Investment Management
Colorado
-$3.62M
4
OMC
Old Mission Capital
Illinois
-$2.49M
5
VF
Virtu Financial
New York
-$2.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Meridian Wealth Management
Kentucky
$1.7M +$1.61M +59,494 New
PWM
27
Pines Wealth Management
North Carolina
$1.69M +$70.5K +2,606 +5%
BC
28
Bulwark Capital
Florida
$1.6M +$1.51M +55,947 New
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$1.43M +$557K +20,560 +70%
CFA
30
CWS Financial Advisors
Michigan
$1.38M +$168K +6,214 +15%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.25M +$280K +10,345 +31%
Stifel Financial
32
Stifel Financial
Missouri
$1.19M +$602K +22,235 +114%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.14M +$793K +29,304 +276%
PAG
34
Private Advisor Group
New Jersey
$1.07M -$119K -4,414 -11%
FFS
35
Founders Financial Securities
Maryland
$1.03M +$53.2K +1,966 +6%
HTWM
36
Hartmann Taylor Wealth Management
Texas
$864K +$818K +30,200 New
CA
37
CGN Advisors
Kansas
$856K -$1.57K -58 -0.2%
ASN
38
Advisory Services Network
Georgia
$709K +$139K +5,132 +27%
BCM
39
Brookstone Capital Management
Illinois
$654K -$16.8K -620 -3%
PIA
40
Perennial Investment Advisors
California
$534K -$135K -5,001 -21%
RIA
41
Regal Investment Advisors
Michigan
$518K +$130K +4,804 +36%
DADC
42
D.A. Davidson & Co
Montana
$511K +$172K +6,340 +55%
BEI
43
Benjamin Edwards Inc
Missouri
$466K +$109K +4,009 +33%
AIFS
44
A&I Financial Services
Colorado
$454K +$110K +4,054 +34%
KAS
45
Kestra Advisory Services
Texas
$453K +$18.3K +675 +4%
MLRA
46
Main Line Retirement Advisors
Montana
$442K -$13.7M -505,224 -97%
AWM
47
Apollon Wealth Management
South Carolina
$436K +$413K +15,258 New
CWS
48
Confluence Wealth Services
Pennsylvania
$424K +$13.4K +494 +3%
CFB
49
Cullen/Frost Bankers
Texas
$413K +$90.6K +3,348 +30%
MSAM
50
Moloney Securities Asset Management
Missouri
$407K +$40.2K +1,484 +12%
1
2
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CGCV Hedge Fund Activity: Q2 2025 in Review

83 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Capital Group Conservative Equity ETF (CGCV) for Q2 2025, worth a combined $296M — up 47% from $201M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CGCV positions and 6 closed out — a net gain of 19 holders — while 41 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $26.4M. The largest seller was Main Line Retirement Advisors, cutting an estimated $13.7M.

  • 83 institutional investors held Capital Group Conservative Equity ETF (CGCV) as of Q2 2025, up from 65 in Q1 2025.
  • Funds reported $296M of Capital Group Conservative Equity ETF stock for Q2 2025, up 47% quarter-over-quarter.
  • 25 funds opened new Capital Group Conservative Equity ETF positions in Q2 2025 and 6 closed out, a net change of +19 holders.
  • The largest Capital Group Conservative Equity ETF buyer in Q2 2025 was LPL Financial, an estimated $26.4M added.
  • The largest Capital Group Conservative Equity ETF seller in Q2 2025 was Main Line Retirement Advisors, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2025.