CGCV
Capital Group Conservative Equity ETF
CGCV
CGCV
83 hedge funds and large institutions have $293M invested in Capital Group Conservative Equity ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 14 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+18
Holders Change %
+27.69%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
40
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
GWSG
76
GPS Wealth Strategies Group
Centennial,
Colorado
| $14.4K | +$57 | +2 | +0.4% |
|
77
AssetMark Inc
Concord,
California
| $14.3K | +$14.3K | +500 | New |
|
78
Comerica Bank
Dallas,
Texas
| $10.1K | +$10.1K | +353 | New |
|
79
Morgan Stanley
New York
| $6.09K | +$6.09K | +213 | New |
|
|
AAP
80
Arax Advisory Partners
Denver,
Colorado
| $4.29K | – | – | – |
|
|
PS
81
Principal Securities
Des Moines,
Iowa
| $2.12K | +$2.12K | +74 | New |
|
|
RF
82
Rossby Financial
Melbourne,
Florida
| $1.09K | +$1.09K | +38 | New |
|
83
Wells Fargo
San Francisco,
California
| $24 | +$24 | +1 | New |
|
|
VF
84
Virtu Financial
New York
| – | -$2.2M | -81,224 | Closed |
|
|
GS
85
GTS Securities
New York
| – | -$1.35M | -49,904 | Closed |
|
|
SIM
86
Synergy Investment Management
Altamonte Springs,
Florida
| – | -$511K | -18,850 | Closed |
|
|
KPWS
87
Kestra Private Wealth Services
Austin,
Texas
| – | -$211K | -7,785 | Closed |
|
|
BCI
88
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$207K | -7,639 | Closed |
|
|
SS
89
Sunbelt Securities
Houston,
Texas
| – | -$27.1K | -1,000 | Closed |
|