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
Holders
65
Holders Change
+19
Holders Change %
+41.3%
% of All Funds
0.88%
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
Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$233K +$233K +8,577 New
KPWS
52
Kestra Private Wealth Services
Texas
$211K -$422K -15,546 -67%
BCI
53
Brinker Capital Investments
Pennsylvania
$207K +$207K +7,639 New
OPS
54
Orion Portfolio Solutions
Nebraska
$207K +$207K +7,639 New
GWM
55
Geneos Wealth Management
Colorado
$61.1K +$61.1K +1,127 New
AF
56
Advisornet Financial
Minnesota
$59K +$43.7K +1,612 +286%
PTC
57
Private Trust Company
Ohio
$51.7K +$51.7K +1,908 New
NA
58
NewEdge Advisors
Louisiana
$42.3K +$42.3K +1,560 New
AG
59
AmeriFlex Group
Nevada
$29.7K +$19.4K +716 +188%
SS
60
Sunbelt Securities
Texas
$27.1K +$27.1K +1,000 New
IA
61
IFP Advisors
Florida
$25.1K +$25.1K +924 New
OP
62
ORG Partners
Indiana
$18.5K +$18.5K +680 New
SPIA
63
Steward Partners Investment Advisory
New York
$17.5K +$3.99K +147 +29%
GWSG
64
GPS Wealth Strategies Group
Colorado
$13.6K
AAP
65
Arax Advisory Partners
Colorado
$4.07K +$4.07K +150 New
Wells Fargo
66
Wells Fargo
California
$3 -$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