CGCV

Capital Group Conservative Equity ETF

133 hedge funds and large institutions have $1.12B invested in Capital Group Conservative Equity ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
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
RIA
76
Regal Investment Advisors
Michigan
$596K
BWA
77
BlueChip Wealth Advisors
Georgia
$587K
WIA
78
World Investment Advisors
California
$582K
SIM
79
Synergy Investment Management
Florida
$579K
SWP
80
Stratos Wealth Partners
Ohio
$575K
AIFS
81
A&I Financial Services
Colorado
$572K
KW
82
KWB Wealth
California
$528K
GWP
83
Gateway Wealth Partners
Wisconsin
$487K
PIA
84
Perennial Investment Advisors
California
$483K
CWP
85
Cyndeo Wealth Partners
Florida
$481K
MEAC
86
M.E. Allison & Co
Texas
$435K
LWM
87
Lodestone Wealth Management
Washington
$391K
EH
88
Equitable Holdings
New York
$385K
AQR Capital Management
89
AQR Capital Management
Connecticut
$384K
Natixis Advisors
90
Natixis Advisors
Massachusetts
$368K
Mariner
91
Mariner
Kansas
$330K
SW
92
Simplicity Wealth
New Jersey
$318K
JF
93
JSF Financial
California
$311K
FSBI
94
Fearless Solutions (Best Invest)
Texas
$309K
Creative Planning
95
Creative Planning
Kansas
$302K
OFS
96
OneAscent Financial Services
Alabama
$290K
DC
97
Davenport & Co
Virginia
$286K
TFP
98
Triune Financial Partners
Kansas
$283K
WS
99
Wedbush Securities
California
$281K
TFA
100
Transamerica Financial Advisors
Florida
$267K