Capital Group Conservative Equity ETF
CGCV
21 hedge funds and large institutions have $60.1M invested in Capital Group Conservative Equity ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.
1,700% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 1
425% more funds holding
Funds holding: 4 → 21 (+17)
410% more capital invested
Capital invested by funds: $11.8M → $60.1M (+$48.3M)
33.65% less ownership
Funds ownership: 118.51% → 84.86% (-34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
+$15.7M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$15.6M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$2.42M |
| 4 |
EFA
Evernest Financial Advisors
Carmel,
Indiana
|
+$2.39M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$326K |
CGCV Hedge Fund Activity: Q3 2024 in Review
21 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Capital Group Conservative Equity ETF (CGCV) for Q3 2024, worth a combined $60.1M — up 410% from $11.8M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new CGCV positions and 1 closed out — a net gain of 17 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Capital Group Private Client Services, adding an estimated $15.7M. The largest seller was Virtu Financial, exiting entirely with an estimated $326K sold.
- 21 institutional investors held Capital Group Conservative Equity ETF (CGCV) as of Q3 2024, up from 4 in Q2 2024.
- Funds reported $60.1M of Capital Group Conservative Equity ETF stock for Q3 2024, up 410% quarter-over-quarter.
- 18 funds opened new Capital Group Conservative Equity ETF positions in Q3 2024 and 1 closed out, a net change of +17 holders.
- The largest Capital Group Conservative Equity ETF buyer in Q3 2024 was Capital Group Private Client Services, an estimated $15.7M added.
- The largest Capital Group Conservative Equity ETF seller in Q3 2024 was Virtu Financial, an estimated $326K sold.
Based on aggregated 13F filings for Q3 2024.