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
SIM
76
Synergy Investment Management
Florida
$579K
SWP
77
Stratos Wealth Partners
Ohio
$575K
AIFS
78
A&I Financial Services
Colorado
$572K
KW
79
KWB Wealth
California
$528K
GWP
80
Gateway Wealth Partners
Wisconsin
$487K
PIA
81
Perennial Investment Advisors
California
$483K
CWP
82
Cyndeo Wealth Partners
Florida
$481K
MEAC
83
M.E. Allison & Co
Texas
$435K
LWM
84
Lodestone Wealth Management
Washington
$391K
EH
85
Equitable Holdings
New York
$385K
AQR Capital Management
86
AQR Capital Management
Connecticut
$384K
Natixis Advisors
87
Natixis Advisors
Massachusetts
$368K
Mariner
88
Mariner
Kansas
$330K
WIA
89
World Investment Advisors
California
$318K
SW
90
Simplicity Wealth
New Jersey
$318K
JF
91
JSF Financial
California
$311K
FSBI
92
Fearless Solutions (Best Invest)
Texas
$309K
Creative Planning
93
Creative Planning
Kansas
$302K
OFS
94
OneAscent Financial Services
Alabama
$290K
DC
95
Davenport & Co
Virginia
$286K
TFP
96
Triune Financial Partners
Kansas
$283K
WS
97
Wedbush Securities
California
$281K
TFA
98
Transamerica Financial Advisors
Florida
$267K
CAL
99
Capital Analysts LLC
Pennsylvania
$260K
GRP
100
Global Retirement Partners
California
$258K