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CGCV

Capital Group Conservative Equity ETF
CGCV

107 hedge funds and large institutions have $827M invested in Capital Group Conservative Equity ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,250% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 2

713% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 8

180% more capital invested

Capital invested by funds: $296M → $827M (+$531M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29% more funds holding

Funds holding: 83 → 107 (+24)

17.38% more ownership

Funds ownership: 71.82% → 89.2% (+17%)

Holders
107
Holders Change
+24
Holders Change %
+28.92%
% of All Funds
1.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
65
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$287M
2
LPL Financial
LPL Financial
California
+$35.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29.8M
4
CGPCS
Capital Group Private Client Services
California
+$24.3M
5
Stifel Financial
Stifel Financial
Missouri
+$21.8M

Top Sellers

Rank Fund Capital Flow
1
MIM
Marshall Investment Management
Colorado
-$213K
2
Jane Street
Jane Street
New York
-$188K
3
JP Morgan Chase
JP Morgan Chase
New York
-$93.2K
4
MWM
Meridian Wealth Management
Kentucky
-$53.3K
5
GWM
Geneos Wealth Management
Colorado
-$32.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
MHB
26
Midwest Heritage Bank
Iowa
$4.03M +$168K +5,726 +4%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.53M +$2.27M +77,312 +194%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$3.42M +$2.05M +69,907 +160%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$3.25M +$1.16M +39,497 +58%
OMC
30
Old Mission Capital
Illinois
$3.16M +$2.79M +95,183 +973%
AWM
31
Apollon Wealth Management
South Carolina
$2.92M +$2.39M +81,581 +535%
RCG
32
Regatta Capital Group
California
$2.82M +$833K +28,373 +43%
VA
33
Valmark Advisers
Ohio
$2.42M +$526K +17,903 +29%
MSU
34
Mizuho Securities USA
New York
$2.41M +$2.35M +80,000 New
FTUS
35
Flow Traders U.S.
New York
$2.31M +$2.25M +76,623 New
BC
36
Bulwark Capital
Florida
$2.1M +$402K +13,692 +24%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$2M +$489K +16,653 +33%
Jane Street
38
Jane Street
New York
$1.83M -$188K -6,393 -10%
Wells Fargo
39
Wells Fargo
California
$1.82M +$1.77M +60,293 +6,029,300%
PWM
40
Pines Wealth Management
North Carolina
$1.75M -$7.46K -254 -0.4%
MWM
41
Meridian Wealth Management
Kentucky
$1.74M -$53.3K -1,815 -3%
HTWM
42
Hartmann Taylor Wealth Management
Texas
$1.72M +$791K +26,961 +89%
AssetMark Inc
43
AssetMark Inc
California
$1.66M +$1.61M +54,682 +10,936%
CFA
44
CWS Financial Advisors
Michigan
$1.59M +$139K +4,750 +10%
PAG
45
Private Advisor Group
New Jersey
$1.48M +$346K +11,787 +31%
FFS
46
Founders Financial Securities
Maryland
$1.33M +$238K +8,116 +23%
CA
47
CGN Advisors
Kansas
$1.25M +$344K +11,705 +39%
BCI
48
Brinker Capital Investments
Pennsylvania
$1.25M +$1.22M +41,617 New
Bank of America
49
Bank of America
North Carolina
$1.13M +$1.05M +35,865 +2,190%
HI
50
Harbour Investments
Wisconsin
$1.09M +$750K +25,551 +237%
1
2
3 4 5

CGCV Hedge Fund Activity: Q3 2025 in Review

107 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group Conservative Equity ETF (CGCV) for Q3 2025, worth a combined $827M — up 180% from $296M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CGCV positions and 2 closed out — a net gain of 25 holders — while 65 added to existing stakes and 8 trimmed.

The largest buyer was Capital International Investors, adding an estimated $287M. The largest seller was Marshall Investment Management, exiting entirely with an estimated $213K sold.

  • 107 institutional investors held Capital Group Conservative Equity ETF (CGCV) as of Q3 2025, up from 83 in Q2 2025.
  • Funds reported $827M of Capital Group Conservative Equity ETF stock for Q3 2025, up 180% quarter-over-quarter.
  • 27 funds opened new Capital Group Conservative Equity ETF positions in Q3 2025 and 2 closed out, a net change of +25 holders.
  • The largest Capital Group Conservative Equity ETF buyer in Q3 2025 was Capital International Investors, an estimated $287M added.
  • The largest Capital Group Conservative Equity ETF seller in Q3 2025 was Marshall Investment Management, an estimated $213K sold.

Based on aggregated 13F filings for Q3 2025.