CGCV

Capital Group Conservative Equity ETF

83 hedge funds and large institutions have $293M invested in Capital Group Conservative Equity ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+18
Holders Change %
+27.69%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
40
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$368K +$368K +12,880 New
LWM
52
Lodestone Wealth Management
Washington
$359K +$81.9K +2,864 +30%
P
53
&Partners
Tennessee
$322K +$322K +11,255 New
Truist Financial
54
Truist Financial
North Carolina
$322K +$76.3K +2,668 +31%
AF
55
Advisornet Financial
Minnesota
$312K +$250K +8,724 +401%
HI
56
Harbour Investments
Wisconsin
$308K -$232K -8,102 -43%
MEAC
57
M.E. Allison & Co
Texas
$298K +$298K +10,420 New
OMC
58
Old Mission Capital
Illinois
$280K -$2.63M -91,825 -90%
IWC
59
Integrated Wealth Concepts
Massachusetts
$268K +$268K +9,363 New
WIA
60
World Investment Advisors
California
$260K -$510K -17,842 -66%
TFP
61
Triune Financial Partners
Kansas
$258K +$258K +9,028 New
SPIA
62
Steward Partners Investment Advisory
New York
$224K +$205K +7,182 +1,110%
MIM
63
Marshall Investment Management
Colorado
$213K -$3.82M -133,597 -95%
DWP
64
Daymark Wealth Partners
Ohio
$201K +$201K +7,017 New
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$174K +$174K +6,082 New
NA
66
NewEdge Advisors
Louisiana
$158K +$113K +3,950 +253%
SN
67
Sittner & Nelson
Oregon
$114K +$114K +4,000 New
GRP
68
Global Retirement Partners
California
$112K +$112K +3,932 New
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$98.6K +$98.6K +3,447 New
AG
70
AmeriFlex Group
Nevada
$67.7K +$36.5K +1,281 +117%
PTC
71
Private Trust Company
Ohio
$54.6K
Bank of America
72
Bank of America
North Carolina
$46.8K +$46.8K +1,638 New
GWM
73
Geneos Wealth Management
Colorado
$32.2K
IA
74
IFP Advisors
Florida
$25K -$1.43K -50 -5%
OP
75
ORG Partners
Indiana
$19.5K