CGCV

Capital Group Conservative Equity ETF
CGCV

Overview Fund Activity

82 hedge funds and large institutions have $291M invested in Capital Group Conservative Equity ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
82
Holders Change
+17
Holders Change %
+26.15%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
40
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$38.9M
2
CGPCS
2
Capital Group Private Client Services
California
$70.1M
3
Raymond James Financial
3
Raymond James Financial
Florida
$40M
4
TPF
4
Tribridge Partners Financial
Maryland
$15.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.2M

Top Sellers

1
MLRA
1
Main Line Retirement Advisors
Montana
$442K
2
Capital International Investors
2
Capital International Investors
California
$1.85M
3
MIM
3
Marshall Investment Management
Colorado
$213K
4
OMC
4
Old Mission Capital
Illinois
$280K
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LWM
51
Lodestone Wealth Management
Washington
$359K 12,546 +2,864 +30%
P
52
&Partners
Tennessee
$322K 11,255 +11,255 New
Truist Financial
53
Truist Financial
North Carolina
$322K 11,245 +2,668 +31%
AF
54
Advisornet Financial
Minnesota
$312K 10,899 +8,724 +401%
HI
55
Harbour Investments
Wisconsin
$308K 10,782 -8,102 -43%
MEAC
56
M.E. Allison & Co
Texas
$298K 10,420 +10,420 New
OMC
57
Old Mission Capital
Illinois
$280K 9,785 -91,825 -90%
IWC
58
Integrated Wealth Concepts
Massachusetts
$268K 9,363 +9,363 New
WIA
59
World Investment Advisors
California
$260K 9,101 -17,842 -66%
TFP
60
Triune Financial Partners
Kansas
$258K 9,028 +9,028 New
SPIA
61
Steward Partners Investment Advisory
New York
$224K 7,829 +7,182 +1,110%
MIM
62
Marshall Investment Management
Colorado
$213K 7,445 -133,597 -95%
DWP
63
Daymark Wealth Partners
Ohio
$201K 7,017 +7,017 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$174K 6,082 +6,082 New
NA
65
NewEdge Advisors
Louisiana
$158K 5,510 +3,950 +253%
SN
66
Sittner & Nelson
Oregon
$114K 4,000 +4,000 New
GRP
67
Global Retirement Partners
California
$112K 3,932 +3,932 New
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$98.6K 3,447 +3,447 New
AG
69
AmeriFlex Group
Nevada
$67.7K 2,377 +1,281 +117%
PTC
70
Private Trust Company
Ohio
$54.6K 1,908 – –
Bank of America
71
Bank of America
North Carolina
$46.8K 1,638 +1,638 New
GWM
72
Geneos Wealth Management
Colorado
$32.2K 1,127 – –
IA
73
IFP Advisors
Florida
$25K 874 -50 -5%
OP
74
ORG Partners
Indiana
$19.5K 680 – –
GWSG
75
GPS Wealth Strategies Group
Colorado
$14.4K 504 +2 +0.4%
1 2
3
4