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CGCV

Capital Group Conservative Equity ETF
CGCV

107 hedge funds and large institutions have $827M invested in Capital Group Conservative Equity ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,250% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 2

713% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 8

180% more capital invested

Capital invested by funds: $296M → $827M (+$531M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29% more funds holding

Funds holding: 83 → 107 (+24)

17.38% more ownership

Funds ownership: 71.82% → 89.2% (+17%)

Holders
107
Holders Change
+24
Holders Change %
+28.92%
% of All Funds
1.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
65
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$287M
2
LPL Financial
LPL Financial
California
+$35.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29.8M
4
CGPCS
Capital Group Private Client Services
California
+$24.3M
5
Stifel Financial
Stifel Financial
Missouri
+$21.8M

Top Sellers

Rank Fund Capital Flow
1
MIM
Marshall Investment Management
Colorado
-$213K
2
Jane Street
Jane Street
New York
-$188K
3
JP Morgan Chase
JP Morgan Chase
New York
-$93.2K
4
MWM
Meridian Wealth Management
Kentucky
-$53.3K
5
GWM
Geneos Wealth Management
Colorado
-$32.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$1.01M +$519K +17,684 +112%
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$986K +$961K +32,753 New
BCM
53
Brookstone Capital Management
Illinois
$839K +$146K +4,980 +22%
GS
54
GTS Securities
New York
$800K +$780K +26,566 New
CFB
55
Cullen/Frost Bankers
Texas
$758K +$315K +10,716 +74%
ASN
56
Advisory Services Network
Georgia
$749K +$13.4K +456 +2%
HighTower Advisors
57
HighTower Advisors
Illinois
$721K +$325K +11,069 +86%
BEI
58
Benjamin Edwards Inc
Missouri
$711K +$215K +7,325 +45%
IWC
59
Integrated Wealth Concepts
Massachusetts
$705K +$413K +14,061 +150%
SIM
60
Synergy Investment Management
Florida
$701K +$683K +23,275 New
PS
61
Principal Securities
Iowa
$617K +$599K +20,404 +27,573%
SPC
62
Sigma Planning Corp
Michigan
$571K +$556K +18,927 New
DADC
63
D.A. Davidson & Co
Montana
$559K +$20.7K +705 +4%
PIA
64
Perennial Investment Advisors
California
$550K -$11.1K -377 -2%
AIFS
65
A&I Financial Services
Colorado
$547K +$65K +2,215 +14%
RIA
66
Regal Investment Advisors
Michigan
$546K +$29 +1 +0%
CA
67
Continuum Advisory
Idaho
$526K +$513K +17,471 New
MLRA
68
Main Line Retirement Advisors
Montana
$481K +$16K +545 +4%
CWS
69
Confluence Wealth Services
Pennsylvania
$452K +$6.02K +205 +1%
AF
70
Advisornet Financial
Minnesota
$451K +$120K +4,076 +37%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$446K +$432K +14,717 New
P
72
&Partners
Tennessee
$436K +$89.4K +3,047 +27%
MSAM
73
Moloney Securities Asset Management
Missouri
$407K -$20.9K -713 -5%
WWM
74
Western Wealth Management
Colorado
$396K +$386K +13,158 New
AQR Capital Management
75
AQR Capital Management
Connecticut
$379K +$370K +12,603 New
1 2
3
4 5

CGCV Hedge Fund Activity: Q3 2025 in Review

107 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group Conservative Equity ETF (CGCV) for Q3 2025, worth a combined $827M — up 180% from $296M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CGCV positions and 2 closed out — a net gain of 25 holders — while 65 added to existing stakes and 8 trimmed.

The largest buyer was Capital International Investors, adding an estimated $287M. The largest seller was Marshall Investment Management, exiting entirely with an estimated $213K sold.

  • 107 institutional investors held Capital Group Conservative Equity ETF (CGCV) as of Q3 2025, up from 83 in Q2 2025.
  • Funds reported $827M of Capital Group Conservative Equity ETF stock for Q3 2025, up 180% quarter-over-quarter.
  • 27 funds opened new Capital Group Conservative Equity ETF positions in Q3 2025 and 2 closed out, a net change of +25 holders.
  • The largest Capital Group Conservative Equity ETF buyer in Q3 2025 was Capital International Investors, an estimated $287M added.
  • The largest Capital Group Conservative Equity ETF seller in Q3 2025 was Marshall Investment Management, an estimated $213K sold.

Based on aggregated 13F filings for Q3 2025.