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CGCV

Capital Group Conservative Equity ETF
CGCV

134 hedge funds and large institutions have $1.14B invested in Capital Group Conservative Equity ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

811% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 9

400% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 7

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

37% more capital invested

Capital invested by funds: $827M → $1.14B (+$310M)

25% more funds holding

Funds holding: 107 → 134 (+27)

0.99% more ownership

Funds ownership: 89.2% → 90.19% (+0.99%)

Holders
134
Holders Change
+27
Holders Change %
+25.23%
% of All Funds
1.63%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
35
Increased
82
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$41.8M
2
Raymond James Financial
Raymond James Financial
Florida
+$32.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$27.3M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$24.6M
5
EFP
Envision Financial Planning
Tennessee
+$14M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$4.2M
2
MSU
Mizuho Securities USA
New York
-$2.41M
3
FTUS
Flow Traders U.S.
New York
-$2.31M
4
Jane Street
Jane Street
New York
-$1.83M
5
ASN
Advisory Services Network
Georgia
-$749K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
26
Troutman Wealth Management
Pennsylvania
$7.51M +$7.46M +246,257 New
Truist Financial
27
Truist Financial
North Carolina
$7.33M +$453K +14,942 +7%
VA
28
Valmark Advisers
Ohio
$7.13M +$4.65M +153,651 +191%
P
29
&Partners
Tennessee
$6.92M +$6.05M +199,794 +1,397%
SPIA
30
Steward Partners Investment Advisory
New York
$6.59M +$465K +15,366 +8%
FMN
31
Financial Management Network
California
$6.01M +$986K +32,568 +20%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$5.69M +$2.39M +78,870 +73%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$5.44M +$525K +17,341 +11%
Bank of America
34
Bank of America
North Carolina
$5.08M +$3.91M +129,192 +344%
GVAG
35
Great Valley Advisor Group
Delaware
$4.99M +$240K +7,912 +5%
OMC
36
Old Mission Capital
Illinois
$4.83M +$1.62M +53,495 +51%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$4.47M +$892K +29,462 +25%
VAS
38
Vestmark Advisory Solutions
Massachusetts
$4.44M +$116K +3,831 +3%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$4.38M +$908K +29,966 +26%
MHB
40
Midwest Heritage Bank
Iowa
$4.37M +$286K +9,451 +7%
AWM
41
Apollon Wealth Management
South Carolina
$3.6M +$646K +21,341 +22%
RCG
42
Regatta Capital Group
California
$3.4M +$541K +17,869 +19%
Citadel Advisors
43
Citadel Advisors
Florida
$3.27M -$4.2M -138,764 -56%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$2.62M +$588K +19,410 +29%
BC
45
Bulwark Capital
Florida
$2.59M +$460K +15,183 +22%
GS
46
GTS Securities
New York
$2.48M +$1.66M +54,645 +206%
FFS
47
Founders Financial Securities
Maryland
$2.27M +$918K +30,317 +69%
HTWM
48
Hartmann Taylor Wealth Management
Texas
$2.01M +$267K +8,823 +15%
AssetMark Inc
49
AssetMark Inc
California
$1.92M +$233K +7,684 +14%
PAG
50
Private Advisor Group
New Jersey
$1.87M +$365K +12,048 +24%
1
2
3 4 5

CGCV Hedge Fund Activity: Q4 2025 in Review

134 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Capital Group Conservative Equity ETF (CGCV) for Q4 2025, worth a combined $1.14B — up 37% from $827M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CGCV positions and 7 closed out — a net gain of 28 holders — while 82 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, adding an estimated $41.8M. The largest seller was Citadel Advisors, cutting an estimated $4.2M.

  • 134 institutional investors held Capital Group Conservative Equity ETF (CGCV) as of Q4 2025, up from 107 in Q3 2025.
  • Funds reported $1.14B of Capital Group Conservative Equity ETF stock for Q4 2025, up 37% quarter-over-quarter.
  • 35 funds opened new Capital Group Conservative Equity ETF positions in Q4 2025 and 7 closed out, a net change of +28 holders.
  • The largest Capital Group Conservative Equity ETF buyer in Q4 2025 was LPL Financial, an estimated $41.8M added.
  • The largest Capital Group Conservative Equity ETF seller in Q4 2025 was Citadel Advisors, an estimated $4.2M sold.

Based on aggregated 13F filings for Q4 2025.