CGCV

Capital Group Conservative Equity ETF

127 hedge funds and large institutions have $1.11B invested in Capital Group Conservative Equity ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 82 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Meridian Wealth Management
Kentucky
$1.76M
BCM
52
Brookstone Capital Management
Illinois
$1.69M
CFA
53
CWS Financial Advisors
Michigan
$1.69M
GSWM
54
Golden State Wealth Management
California
$1.69M
HI
55
Harbour Investments
Wisconsin
$1.53M
CNTOF
56
Canandaigua National Trust of Florida
New York
$1.46M
KAS
57
Kestra Advisory Services
Texas
$1.4M
BCI
58
Brinker Capital Investments
Pennsylvania
$1.33M
CA
59
CGN Advisors
Kansas
$1.32M
BEI
60
Benjamin Edwards Inc
Missouri
$1.16M
AF
61
Advisornet Financial
Minnesota
$1.13M
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$1.11M
PS
63
Principal Securities
Iowa
$1.09M
KWM
64
Kingsview Wealth Management
Oregon
$1.08M
TFM
65
Trademark Financial Management
Minnesota
$1.05M
IWC
66
Integrated Wealth Concepts
Massachusetts
$944K
CFB
67
Cullen/Frost Bankers
Texas
$930K
HighTower Advisors
68
HighTower Advisors
Illinois
$899K
SPC
69
Sigma Planning Corp
Michigan
$882K
CA
70
Continuum Advisory
Idaho
$810K
DADC
71
D.A. Davidson & Co
Montana
$680K
WWM
72
Western Wealth Management
Colorado
$663K
MLRA
73
Main Line Retirement Advisors
Montana
$606K
RIA
74
Regal Investment Advisors
Michigan
$596K
BWA
75
BlueChip Wealth Advisors
Georgia
$587K