CGCV

Capital Group Conservative Equity ETF

127 hedge funds and large institutions have $1.11B invested in Capital Group Conservative Equity ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 82 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
VA
26
Valmark Advisers
Ohio
$7.13M
P
27
&Partners
Tennessee
$6.92M
SPIA
28
Steward Partners Investment Advisory
New York
$6.59M
FMN
29
Financial Management Network
California
$6.01M
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$5.69M
Baird Financial Group
31
Baird Financial Group
Wisconsin
$5.44M
Bank of America
32
Bank of America
North Carolina
$5.08M
GVAG
33
Great Valley Advisor Group
Delaware
$4.99M
OMC
34
Old Mission Capital
Illinois
$4.83M
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$4.47M
VAS
36
Vestmark Advisory Solutions
Massachusetts
$4.44M
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$4.38M
MHB
38
Midwest Heritage Bank
Iowa
$4.37M
AWM
39
Apollon Wealth Management
South Carolina
$3.6M
RCG
40
Regatta Capital Group
California
$3.4M
Citadel Advisors
41
Citadel Advisors
Florida
$3.27M
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$2.62M
BC
43
Bulwark Capital
Florida
$2.59M
GS
44
GTS Securities
New York
$2.48M
FFS
45
Founders Financial Securities
Maryland
$2.27M
HTWM
46
Hartmann Taylor Wealth Management
Texas
$2.01M
AssetMark Inc
47
AssetMark Inc
California
$1.92M
PAG
48
Private Advisor Group
New Jersey
$1.87M
PWM
49
Pines Wealth Management
North Carolina
$1.8M
DAS
50
DMKC Advisory Services
Iowa
$1.79M