CGCV
Capital Group Conservative Equity ETF
CGCV
CGCV
144 hedge funds and large institutions have $1.28B invested in Capital Group Conservative Equity ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 19 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
7% more funds holding
Funds holding: 134 → 144 (+10)
2.49% less ownership
Funds ownership: 90.19% → 87.7% (-2.5%)
Holders
144
Holding in Top 10
7
Calls
–
Puts
–
Top Buyers
| 1 | +$51M | |
| 2 | +$22.4M | |
| 3 | +$16.7M | |
| 4 |
SFA
Souders Financial Advisors
Cincinnati,
Ohio
|
+$14.5M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.4M |
Top Sellers
| 1 | -$18.5M | |
| 2 | -$4.83M | |
| 3 | -$3.72M | |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$3.41M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$3.08M |
