CGCV

Capital Group Conservative Equity ETF

83 hedge funds and large institutions have $293M invested in Capital Group Conservative Equity ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Pines Wealth Management
North Carolina
$1.69M
Osaic Holdings
27
Osaic Holdings
Arizona
$1.61M
BC
28
Bulwark Capital
Florida
$1.6M
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$1.43M
CFA
30
CWS Financial Advisors
Michigan
$1.38M
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.25M
Stifel Financial
32
Stifel Financial
Missouri
$1.19M
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.14M
PAG
34
Private Advisor Group
New Jersey
$1.07M
FFS
35
Founders Financial Securities
Maryland
$1.03M
HTWM
36
Hartmann Taylor Wealth Management
Texas
$864K
CA
37
CGN Advisors
Kansas
$856K
ASN
38
Advisory Services Network
Georgia
$709K
BCM
39
Brookstone Capital Management
Illinois
$654K
PIA
40
Perennial Investment Advisors
California
$534K
RIA
41
Regal Investment Advisors
Michigan
$518K
DADC
42
D.A. Davidson & Co
Montana
$511K
BEI
43
Benjamin Edwards Inc
Missouri
$466K
AIFS
44
A&I Financial Services
Colorado
$454K
KAS
45
Kestra Advisory Services
Texas
$453K
MLRA
46
Main Line Retirement Advisors
Montana
$442K
AWM
47
Apollon Wealth Management
South Carolina
$436K
CWS
48
Confluence Wealth Services
Pennsylvania
$424K
CFB
49
Cullen/Frost Bankers
Texas
$413K
MSAM
50
Moloney Securities Asset Management
Missouri
$407K