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CGCV
Capital Group Conservative Equity ETF
CGCV
CGCV
144 hedge funds and large institutions have $1.28B invested in Capital Group Conservative Equity ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 19 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
347% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 19
108% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 12
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
13% more capital invested
Capital invested by funds: $1.14B → $1.28B (+$147M)
7% more funds holding
Funds holding: 134 → 144 (+10)
2.49% less ownership
Funds ownership: 90.19% → 87.7% (-2.5%)
Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
1.77%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
25
Increased
85
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$18.5M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$4.83M |
| 3 |
EFA
Evernest Financial Advisors
Carmel,
Indiana
|
-$3.72M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$3.41M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$3.08M |
