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CGCV

Capital Group Conservative Equity ETF

65 hedge funds and large institutions have $201M invested in Capital Group Conservative Equity ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,133% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 3

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

54% more capital invested

Capital invested by funds: $131M → $201M (+$70.1M)

41% more funds holding

Funds holding: 4665 (+19)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.8% less ownership

Funds ownership: 78.67%72.87% (-5.8%)

Holders
65
Holders Change
+19
Holders Change %
+41.3%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
37
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$233K +$235K +8,577 New
KPWS
52
Kestra Private Wealth Services
Texas
$211K -$426K -15,546 -67%
BCI
53
Brinker Capital Investments
Pennsylvania
$207K +$209K +7,639 New
OPS
54
Orion Portfolio Solutions
Nebraska
$207K +$209K +7,639 New
GWM
55
Geneos Wealth Management
Colorado
$61.1K +$30.9K +1,127 New
AF
56
Advisornet Financial
Minnesota
$59K +$44.2K +1,612 +286%
PTC
57
Private Trust Company
Ohio
$51.7K +$52.3K +1,908 New
NA
58
NewEdge Advisors
Louisiana
$42.3K +$42.7K +1,560 New
AG
59
AmeriFlex Group
Nevada
$29.7K +$19.6K +716 +188%
SS
60
Sunbelt Securities
Texas
$27.1K +$27.4K +1,000 New
IA
61
IFP Advisors
Florida
$25.1K +$25.3K +924 New
OP
62
ORG Partners
Indiana
$18.5K +$18.6K +680 New
SPIA
63
Steward Partners Investment Advisory
New York
$17.5K +$4.03K +147 +29%
GWSG
64
GPS Wealth Strategies Group
Colorado
$13.6K
AAP
65
Arax Advisory Partners
Colorado
$4.07K +$4.11K +150 New
Wells Fargo
66
Wells Fargo
California
$3
BCA
67
Bay Colony Advisors
Massachusetts
-$1.44M -54,124 Closed
WWM
68
Western Wealth Management
Colorado
-$390K -14,677 Closed
SWP
69
Stratos Wealth Partners
Ohio
-$247K -9,317 Closed
CFGS
70
Concourse Financial Group Securities
Alabama
-$138K -5,038 Closed
Morgan Stanley
71
Morgan Stanley
New York
-$27 -1 Closed

CGCV Hedge Fund Activity: Q1 2025 in Review

65 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in Capital Group Conservative Equity ETF (CGCV) for Q1 2025, worth a combined $201M — up 54% from $131M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new CGCV positions and 5 closed out — a net gain of 19 holders — while 37 added to existing stakes and 3 trimmed.

The largest buyer was Capital Group Private Client Services, adding an estimated $13.8M. The largest seller was Capital International Investors, cutting an estimated $14.2M.

  • 65 institutional investors held Capital Group Conservative Equity ETF (CGCV) as of Q1 2025, up from 46 in Q4 2024.
  • Funds reported $201M of Capital Group Conservative Equity ETF stock for Q1 2025, up 54% quarter-over-quarter.
  • 24 funds opened new Capital Group Conservative Equity ETF positions in Q1 2025 and 5 closed out, a net change of +19 holders.
  • The largest Capital Group Conservative Equity ETF buyer in Q1 2025 was Capital Group Private Client Services, an estimated $13.8M added.
  • The largest Capital Group Conservative Equity ETF seller in Q1 2025 was Capital International Investors, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2025.