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
CAL
101
Capital Analysts LLC
Pennsylvania
$260K
GRP
102
Global Retirement Partners
California
$258K
JWCA
103
J.W. Cole Advisors
Florida
$243K
AP
104
Advisortrust Partners
North Carolina
$241K
SN
105
Sittner & Nelson
Oregon
$229K
DWP
106
Daymark Wealth Partners
Ohio
$221K
CIS
107
Continental Investors Services
Washington
$214K
CIMI
108
Capital Investment Management, Inc.
Missouri
$213K
SWA
109
Stratos Wealth Advisors
Ohio
$208K
BFP
110
Birchwood Financial Partners
Minnesota
$206K
NFG
111
Nations Financial Group
Iowa
$206K
NA
112
NewEdge Advisors
Louisiana
$181K
MW
113
Merited Wealth
Florida
$179K
SAM
114
Smartleaf Asset Management
Massachusetts
$154K
PTC
115
Private Trust Company
Ohio
$99.2K
OP
116
ORG Partners
Indiana
$57.8K
EWA
117
EverSource Wealth Advisors
Alabama
$49.2K
NS
118
NBC Securities
Alabama
$44.2K
SS
119
Sunbelt Securities
Texas
$30.5K
GWM
120
Geneos Wealth Management
Colorado
$27.8K
Comerica Bank
121
Comerica Bank
Texas
$27.6K
GCM
122
Gunpowder Capital Management
Maryland
$23.4K
AG
123
AmeriFlex Group
Nevada
$21.3K
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$18.3K
FFA
125
Farther Finance Advisors
California
$14.6K