Capital Group Conservative Equity ETF
CGCV
83 hedge funds and large institutions have $296M invested in Capital Group Conservative Equity ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 13 reducing their positions, and 6 closing their positions.
317% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 6
215% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 13
47% more capital invested
Capital invested by funds: $201M → $296M (+$95.1M)
28% more funds holding
Funds holding: 65 → 83 (+18)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.05% less ownership
Funds ownership: 72.87% → 71.82% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$26.4M |
| 2 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
+$18.2M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$15.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.08M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MLRA
Main Line Retirement Advisors
Whitefish,
Montana
|
-$13.7M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$10.8M |
| 3 |
MIM
Marshall Investment Management
Littleton,
Colorado
|
-$3.62M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.49M |
| 5 |
VF
Virtu Financial
New York
|
-$2.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWSG
76
GPS Wealth Strategies Group
Centennial,
Colorado
| $14.4K | +$54 | +2 | +0.4% |
|
77
AssetMark Inc
Concord,
California
| $14.3K | +$13.5K | +500 | New |
|
78
Comerica Bank
Dallas,
Texas
| $10.1K | +$9.56K | +353 | New |
|
79
Morgan Stanley
New York
| $6.09K | +$5.77K | +213 | New |
|
|
AAP
80
Arax Advisory Partners
Denver,
Colorado
| $4.29K | – | – | – |
|
|
PS
81
Principal Securities
Des Moines,
Iowa
| $2.12K | +$2K | +74 | New |
|
|
RF
82
Rossby Financial
Melbourne,
Florida
| $1.09K | +$1.03K | +38 | New |
|
83
Wells Fargo
San Francisco,
California
| $24 | +$27 | +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 |
|
CGCV Hedge Fund Activity: Q2 2025 in Review
83 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Capital Group Conservative Equity ETF (CGCV) for Q2 2025, worth a combined $296M — up 47% from $201M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new CGCV positions and 6 closed out — a net gain of 19 holders — while 41 added to existing stakes and 13 trimmed.
The largest buyer was LPL Financial, adding an estimated $26.4M. The largest seller was Main Line Retirement Advisors, cutting an estimated $13.7M.
- 83 institutional investors held Capital Group Conservative Equity ETF (CGCV) as of Q2 2025, up from 65 in Q1 2025.
- Funds reported $296M of Capital Group Conservative Equity ETF stock for Q2 2025, up 47% quarter-over-quarter.
- 25 funds opened new Capital Group Conservative Equity ETF positions in Q2 2025 and 6 closed out, a net change of +19 holders.
- The largest Capital Group Conservative Equity ETF buyer in Q2 2025 was LPL Financial, an estimated $26.4M added.
- The largest Capital Group Conservative Equity ETF seller in Q2 2025 was Main Line Retirement Advisors, an estimated $13.7M sold.
Based on aggregated 13F filings for Q2 2025.