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CGCV

Capital Group Conservative Equity ETF

4 hedge funds and large institutions have $11.8M invested in Capital Group Conservative Equity ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

118.51% more ownership

Funds ownership: 0%118.51% (+119%)

Holders
4
Holders Change
+4
Holders Change %
% of All Funds
0.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$10.1M +$10.1M +404,000 New
CGPCS
2
Capital Group Private Client Services
California
$1.15M +$1.15M +46,082 New
VF
3
Virtu Financial
New York
$326K +$326K +13,100 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$270K +$270K +10,859 New

CGCV Hedge Fund Activity: Q2 2024 in Review

4 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Capital Group Conservative Equity ETF (CGCV) for Q2 2024, worth a combined $11.8M.

Buyers outnumbered sellers: 4 funds opened new CGCV positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $10.1M.

  • 4 institutional investors held Capital Group Conservative Equity ETF (CGCV) as of Q2 2024, up from 0 in Q1 2024.
  • Funds reported $11.8M of Capital Group Conservative Equity ETF stock for Q2 2024.
  • 4 funds opened new Capital Group Conservative Equity ETF positions in Q2 2024 and 0 closed out, a net change of +4 holders.
  • The largest Capital Group Conservative Equity ETF buyer in Q2 2024 was Capital International Investors, an estimated $10.1M added.

Based on aggregated 13F filings for Q2 2024.