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CGCV

Capital Group Conservative Equity ETF
CGCV

134 hedge funds and large institutions have $1.14B invested in Capital Group Conservative Equity ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

811% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 9

400% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 7

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

37% more capital invested

Capital invested by funds: $827M → $1.14B (+$310M)

25% more funds holding

Funds holding: 107 → 134 (+27)

0.99% more ownership

Funds ownership: 89.2% → 90.19% (+0.99%)

Holders
134
Holders Change
+27
Holders Change %
+25.23%
% of All Funds
1.63%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
35
Increased
82
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$41.8M
2
Raymond James Financial
Raymond James Financial
Florida
+$32.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$27.3M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$24.6M
5
EFP
Envision Financial Planning
Tennessee
+$14M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$4.2M
2
MSU
Mizuho Securities USA
New York
-$2.41M
3
FTUS
Flow Traders U.S.
New York
-$2.31M
4
Jane Street
Jane Street
New York
-$1.83M
5
ASN
Advisory Services Network
Georgia
-$749K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
51
Pines Wealth Management
North Carolina
$1.8M +$34.9K +1,153 +2%
DAS
52
DMKC Advisory Services
Iowa
$1.79M +$1.78M +58,725 New
MWM
53
Meridian Wealth Management
Kentucky
$1.76M – – –
BCM
54
Brookstone Capital Management
Illinois
$1.69M +$834K +27,534 +99%
CFA
55
CWS Financial Advisors
Michigan
$1.69M +$76.3K +2,519 +5%
GSWM
56
Golden State Wealth Management
California
$1.69M +$1.67M +55,296 New
WFP
57
Worthington Financial Partners
Ohio
$1.66M +$1.65M +54,334 New
HI
58
Harbour Investments
Wisconsin
$1.53M +$419K +13,820 +38%
CNTOF
59
Canandaigua National Trust of Florida
New York
$1.46M +$1.45M +47,725 New
KAS
60
Kestra Advisory Services
Texas
$1.4M +$380K +12,552 +37%
BCI
61
Brinker Capital Investments
Pennsylvania
$1.33M +$61.1K +2,016 +5%
CA
62
CGN Advisors
Kansas
$1.32M +$53.8K +1,777 +4%
BEI
63
Benjamin Edwards Inc
Missouri
$1.16M +$440K +14,532 +62%
AF
64
Advisornet Financial
Minnesota
$1.13M +$671K +22,166 +148%
Envestnet Portfolio Solutions
65
Envestnet Portfolio Solutions
Illinois
$1.11M +$110K +3,624 +11%
PS
66
Principal Securities
Iowa
$1.09M +$460K +15,201 +74%
KWM
67
Kingsview Wealth Management
Oregon
$1.08M +$1.07M +35,493 New
TFM
68
Trademark Financial Management
Minnesota
$1.05M +$1.04M +34,314 New
IWC
69
Integrated Wealth Concepts
Massachusetts
$944K +$228K +7,532 +32%
CFB
70
Cullen/Frost Bankers
Texas
$930K +$161K +5,328 +21%
HighTower Advisors
71
HighTower Advisors
Illinois
$899K +$167K +5,525 +23%
SPC
72
Sigma Planning Corp
Michigan
$882K +$303K +10,001 +53%
CA
73
Continuum Advisory
Idaho
$810K +$275K +9,095 +52%
DADC
74
D.A. Davidson & Co
Montana
$680K +$113K +3,715 +20%
WWM
75
Western Wealth Management
Colorado
$663K +$261K +8,602 +65%
1 2
3
4 5

CGCV Hedge Fund Activity: Q4 2025 in Review

134 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Capital Group Conservative Equity ETF (CGCV) for Q4 2025, worth a combined $1.14B — up 37% from $827M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CGCV positions and 7 closed out — a net gain of 28 holders — while 82 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, adding an estimated $41.8M. The largest seller was Citadel Advisors, cutting an estimated $4.2M.

  • 134 institutional investors held Capital Group Conservative Equity ETF (CGCV) as of Q4 2025, up from 107 in Q3 2025.
  • Funds reported $1.14B of Capital Group Conservative Equity ETF stock for Q4 2025, up 37% quarter-over-quarter.
  • 35 funds opened new Capital Group Conservative Equity ETF positions in Q4 2025 and 7 closed out, a net change of +28 holders.
  • The largest Capital Group Conservative Equity ETF buyer in Q4 2025 was LPL Financial, an estimated $41.8M added.
  • The largest Capital Group Conservative Equity ETF seller in Q4 2025 was Citadel Advisors, an estimated $4.2M sold.

Based on aggregated 13F filings for Q4 2025.