Capital Group Conservative Equity ETF
CGCV
107 hedge funds and large institutions have $827M invested in Capital Group Conservative Equity ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 8 reducing their positions, and 2 closing their positions.
1,250% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 2
713% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 8
180% more capital invested
Capital invested by funds: $296M → $827M (+$531M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
29% more funds holding
Funds holding: 83 → 107 (+24)
17.38% more ownership
Funds ownership: 71.82% → 89.2% (+17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$287M |
| 2 |
LPL Financial
San Diego,
California
|
+$35.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$29.8M |
| 4 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
+$24.3M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$21.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIM
Marshall Investment Management
Littleton,
Colorado
|
-$213K |
| 2 |
Jane Street
New York
|
-$188K |
| 3 |
JP Morgan Chase
New York
|
-$93.2K |
| 4 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
-$53.3K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$32.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OP
101
ORG Partners
Roanoke,
Indiana
| $20.5K | – | – | – |
|
|
GWSG
102
GPS Wealth Strategies Group
Centennial,
Colorado
| $15.2K | +$59 | +2 | +0.4% |
|
|
103
JP Morgan Chase
New York
| $8.19K | -$93.2K | -3,175 | -92% |
|
104
Morgan Stanley
New York
| $6.41K | – | – | – |
|
|
AAP
105
Arax Advisory Partners
Denver,
Colorado
| $4.52K | – | – | – |
|
106
UBS Group
Zurich,
Switzerland
| $4.52K | +$4.4K | +150 | New |
|
|
RF
107
Rossby Financial
Melbourne,
Florida
| $2.39K | +$1.2K | +41 | +108% |
|
|
MIM
108
Marshall Investment Management
Littleton,
Colorado
| – | -$213K | -7,445 | Closed |
|
|
GWM
109
Geneos Wealth Management
Englewood,
Colorado
| – | -$32.2K | -1,127 | Closed |
|
CGCV Hedge Fund Activity: Q3 2025 in Review
107 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Capital Group Conservative Equity ETF (CGCV) for Q3 2025, worth a combined $827M — up 180% from $296M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new CGCV positions and 2 closed out — a net gain of 25 holders — while 65 added to existing stakes and 8 trimmed.
The largest buyer was Capital International Investors, adding an estimated $287M. The largest seller was Marshall Investment Management, exiting entirely with an estimated $213K sold.
- 107 institutional investors held Capital Group Conservative Equity ETF (CGCV) as of Q3 2025, up from 83 in Q2 2025.
- Funds reported $827M of Capital Group Conservative Equity ETF stock for Q3 2025, up 180% quarter-over-quarter.
- 27 funds opened new Capital Group Conservative Equity ETF positions in Q3 2025 and 2 closed out, a net change of +25 holders.
- The largest Capital Group Conservative Equity ETF buyer in Q3 2025 was Capital International Investors, an estimated $287M added.
- The largest Capital Group Conservative Equity ETF seller in Q3 2025 was Marshall Investment Management, an estimated $213K sold.
Based on aggregated 13F filings for Q3 2025.