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CGCV

Capital Group Conservative Equity ETF
CGCV

134 hedge funds and large institutions have $1.14B invested in Capital Group Conservative Equity ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

811% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 9

400% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 7

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

37% more capital invested

Capital invested by funds: $827M → $1.14B (+$310M)

25% more funds holding

Funds holding: 107 → 134 (+27)

0.99% more ownership

Funds ownership: 89.2% → 90.19% (+0.99%)

Holders
134
Holders Change
+27
Holders Change %
+25.23%
% of All Funds
1.63%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
35
Increased
82
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$41.8M
2
Raymond James Financial
Raymond James Financial
Florida
+$32.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$27.3M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$24.6M
5
EFP
Envision Financial Planning
Tennessee
+$14M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.2M
2
MSU
Mizuho Securities USA
New York
-$2.41M
3
FTUS
Flow Traders U.S.
New York
-$2.31M
4
Jane Street
Jane Street
New York
-$1.83M
5
ASN
Advisory Services Network
Georgia
-$749K
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
101
Transamerica Financial Advisors
Florida
$267K +$35.8K +1,181 +16%
CAL
102
Capital Analysts LLC
Pennsylvania
$260K +$59.9K +1,977 +30%
GRP
103
Global Retirement Partners
California
$258K +$45.2K +1,493 +21%
JWCA
104
J.W. Cole Advisors
Florida
$243K +$242K +7,983 New
AP
105
Advisortrust Partners
North Carolina
$241K +$240K +7,916 New
SN
106
Sittner & Nelson
Oregon
$229K +$98.1K +3,240 +81%
DWP
107
Daymark Wealth Partners
Ohio
$221K +$1.57K +52 +0.7%
CIS
108
Continental Investors Services
Washington
$214K -$9.81K -324 -4%
CIM
109
Capital Investment Management
Missouri
$213K +$212K +6,990 New
SWA
110
Stratos Wealth Advisors
Ohio
$208K +$206K +6,817 New
BFP
111
Birchwood Financial Partners
Minnesota
$206K +$205K +6,766 New
NFG
112
Nations Financial Group
Iowa
$206K – – –
NA
113
NewEdge Advisors
Louisiana
$181K -$103K -3,405 -37%
MW
114
Merited Wealth
Florida
$179K +$178K +5,866 New
SAM
115
Smartleaf Asset Management
Massachusetts
$154K +$68.8K +2,270 +83%
PTC
116
Private Trust Company
Ohio
$99.2K +$40.7K +1,345 +70%
OP
117
ORG Partners
Indiana
$57.8K +$36.8K +1,215 +179%
EWA
118
EverSource Wealth Advisors
Alabama
$49.2K +$10.2K +338 +27%
NS
119
NBC Securities
Alabama
$44.2K -$2.36K -78 -5%
SS
120
Sunbelt Securities
Texas
$30.5K – – –
GWM
121
Geneos Wealth Management
Colorado
$27.8K +$27.6K +912 New
Comerica Bank
122
Comerica Bank
Texas
$27.6K – – –
GCM
123
Gunpowder Capital Management
Maryland
$23.4K +$23.3K +768 New
AG
124
AmeriFlex Group
Nevada
$21.3K -$21.2K -700 -50%
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$18.3K +$18.2K +600 New
2 3 4
5
6

CGCV Hedge Fund Activity: Q4 2025 in Review

134 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Capital Group Conservative Equity ETF (CGCV) for Q4 2025, worth a combined $1.14B — up 37% from $827M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CGCV positions and 7 closed out — a net gain of 28 holders — while 82 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, adding an estimated $41.8M. The largest seller was Citadel Advisors, cutting an estimated $4.2M.

  • 134 institutional investors held Capital Group Conservative Equity ETF (CGCV) as of Q4 2025, up from 107 in Q3 2025.
  • Funds reported $1.14B of Capital Group Conservative Equity ETF stock for Q4 2025, up 37% quarter-over-quarter.
  • 35 funds opened new Capital Group Conservative Equity ETF positions in Q4 2025 and 7 closed out, a net change of +28 holders.
  • The largest Capital Group Conservative Equity ETF buyer in Q4 2025 was LPL Financial, an estimated $41.8M added.
  • The largest Capital Group Conservative Equity ETF seller in Q4 2025 was Citadel Advisors, an estimated $4.2M sold.

Based on aggregated 13F filings for Q4 2025.