CGCV
Capital Group Conservative Equity ETF
CGCV
CGCV
82 hedge funds and large institutions have $291M invested in Capital Group Conservative Equity ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 14 reducing their positions, and 6 closing their positions.
Holders
82
Holders Change
+17
Holders Change %
+26.15%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
40
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
76
AssetMark Inc
Concord,
California
| $14.3K | 500 | +500 | New |
|
77
Comerica Bank
Dallas,
Texas
| $10.1K | 353 | +353 | New |
|
78
Morgan Stanley
New York
| $6.09K | 213 | +213 | New |
|
|
AAP
79
Arax Advisory Partners
Denver,
Colorado
| $4.29K | 150 | – | – |
|
|
PS
80
Principal Securities
Des Moines,
Iowa
| $2.12K | 74 | +74 | New |
|
|
RF
81
Rossby Financial
Melbourne,
Florida
| $1.09K | 38 | +38 | New |
|
82
Wells Fargo
San Francisco,
California
| $24 | 1 | +1 | New |
|
|
VF
83
Virtu Financial
New York
| – | – | -81,224 | Closed |
|
|
GS
84
GTS Securities
New York
| – | – | -49,904 | Closed |
|
|
SIM
85
Synergy Investment Management
Altamonte Springs,
Florida
| – | – | -18,850 | Closed |
|
|
KPWS
86
Kestra Private Wealth Services
Austin,
Texas
| – | – | -7,785 | Closed |
|
|
BCI
87
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | – | -7,639 | Closed |
|
|
SS
88
Sunbelt Securities
Houston,
Texas
| – | – | -1,000 | Closed |
|