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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
FFA
126
Farther Finance Advisors
California
$14.6K +$14.5K +478 New
JP Morgan Chase
127
JP Morgan Chase
New York
$9.54K +$1.24K +41 +15%
CFD
128
Creative Financial Designs
Indiana
$7.62K +$7.57K +250 New
Morgan Stanley
129
Morgan Stanley
New York
$6.49K – – –
AAP
130
Arax Advisory Partners
Colorado
$4.57K – – –
RF
131
Rossby Financial
Florida
$2.41K – – –
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$1K +$939 +31 New
CI
133
CX Institutional
Indiana
$1K +$1.3K +43 New
Fidelity Investments
134
Fidelity Investments
Massachusetts
$61 +$61 +2 New
MSU
135
Mizuho Securities USA
New York
– -$2.41M -80,000 Closed
FTUS
136
Flow Traders U.S.
New York
– -$2.31M -76,623 Closed
Jane Street
137
Jane Street
New York
– -$1.83M -60,771 Closed
ASN
138
Advisory Services Network
Georgia
– -$749K -24,870 Closed
IA
139
IFP Advisors
Florida
– -$26.3K -874 Closed
GWSG
140
GPS Wealth Strategies Group
Colorado
– -$15.2K -506 Closed
UBS Group
141
UBS Group
Switzerland
– -$4.52K -150 Closed
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.