Capital Group Conservative Equity ETF
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.
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%)
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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIS
151
Continental Investors Services
Longview,
Washington
| – | -$214K | -6,921 | Closed |
|
|
SWA
152
Stratos Wealth Advisors
Beachwood,
Ohio
| – | -$208K | -6,817 | Closed |
|
|
MW
153
Merited Wealth
North Bay Village,
Florida
| – | -$179K | -5,866 | Closed |
|
154
Rockefeller Capital Management
New York
| – | -$18.3K | -600 | Closed |
|
|
CFD
155
Creative Financial Designs
Kokomo,
Indiana
| – | -$7.62K | -250 | Closed |
|
156
Fidelity Investments
Boston,
Massachusetts
| – | -$61 | -2 | Closed |
|
CGCV Hedge Fund Activity: Q1 2026 in Review
144 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Capital Group Conservative Equity ETF (CGCV) for Q1 2026, worth a combined $1.28B — up 13% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new CGCV positions and 12 closed out — a net gain of 13 holders — while 85 added to existing stakes and 19 trimmed.
The largest buyer was Capital Group Private Client Services, adding an estimated $51M. The largest seller was Raymond James Financial, cutting an estimated $18.5M.
- 144 institutional investors held Capital Group Conservative Equity ETF (CGCV) as of Q1 2026, up from 134 in Q4 2025.
- Funds reported $1.28B of Capital Group Conservative Equity ETF stock for Q1 2026, up 13% quarter-over-quarter.
- 25 funds opened new Capital Group Conservative Equity ETF positions in Q1 2026 and 12 closed out, a net change of +13 holders.
- The largest Capital Group Conservative Equity ETF buyer in Q1 2026 was Capital Group Private Client Services, an estimated $51M added.
- The largest Capital Group Conservative Equity ETF seller in Q1 2026 was Raymond James Financial, an estimated $18.5M sold.
Based on aggregated 13F filings for Q1 2026.