CGCV

Capital Group Conservative Equity ETF

133 hedge funds and large institutions have $1.12B invested in Capital Group Conservative Equity ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
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
Truist Financial
26
Truist Financial
North Carolina
$7.33M
VA
27
Valmark Advisers
Ohio
$7.13M
P
28
&Partners
Tennessee
$6.92M
SPIA
29
Steward Partners Investment Advisory
New York
$6.59M
FMN
30
Financial Management Network
California
$6.01M
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$5.69M
Baird Financial Group
32
Baird Financial Group
Wisconsin
$5.44M
Bank of America
33
Bank of America
North Carolina
$5.08M
GVAG
34
Great Valley Advisor Group
Delaware
$4.99M
OMC
35
Old Mission Capital
Illinois
$4.83M
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$4.47M
VAS
37
Vestmark Advisory Solutions
Massachusetts
$4.44M
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$4.38M
MHB
39
Midwest Heritage Bank
Iowa
$4.37M
AWM
40
Apollon Wealth Management
South Carolina
$3.6M
RCG
41
Regatta Capital Group
California
$3.4M
Citadel Advisors
42
Citadel Advisors
Florida
$3.27M
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$2.62M
BC
44
Bulwark Capital
Florida
$2.59M
GS
45
GTS Securities
New York
$2.48M
FFS
46
Founders Financial Securities
Maryland
$2.27M
HTWM
47
Hartmann Taylor Wealth Management
Texas
$2.01M
AssetMark Inc
48
AssetMark Inc
California
$1.92M
PAG
49
Private Advisor Group
New Jersey
$1.87M
PWM
50
Pines Wealth Management
North Carolina
$1.8M