CGCV

Capital Group Conservative Equity ETF
CGCV

Overview Fund Activity

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.

Holders
21
Holders Change
+17
Holders Change %
+425%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
3
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CGPCS
1
Capital Group Private Client Services
California
$17.7M
2
Capital International Investors
2
Capital International Investors
California
$27.4M
3
BCM
3
Brookstone Capital Management
Illinois
$2.53M
4
EFA
4
Evernest Financial Advisors
Indiana
$2.5M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.75M

Top Sellers

1
VF
1
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Capital International Investors
1
Capital International Investors
California
$27.4M 1,004,000 +600,000 +149%
CGPCS
2
Capital Group Private Client Services
California
$17.7M 650,145 +604,063 +1,311%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.75M 100,962 +90,103 +830%
BCM
4
Brookstone Capital Management
Illinois
$2.53M 92,896 +92,896 New
EFA
5
Evernest Financial Advisors
Indiana
$2.5M 91,619 +91,619 New
BCA
6
Bay Colony Advisors
Massachusetts
$1.68M 61,638 +61,638 New
EFP
7
Envision Financial Planning
Tennessee
$800K 29,339 +29,339 New
CA
8
CGN Advisors
Kansas
$769K 28,228 +28,228 New
AWS
9
Atria Wealth Solutions
New York
$643K 23,518 +23,518 New
KPWS
10
Kestra Private Wealth Services
Texas
$639K 23,439 +23,439 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$599K 21,983 +21,983 New
Osaic Holdings
12
Osaic Holdings
Arizona
$523K 19,177 +19,177 New
FMN
13
Financial Management Network
California
$490K 17,975 +17,975 New
FFS
14
Founders Financial Securities
Maryland
$482K 17,693 +17,693 New
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$232K 8,500 +8,500 New
WIA
16
World Investment Advisors
California
$207K 7,585 +7,585 New
DJSG
17
D.J. St. Germain
Massachusetts
$79.4K 2,913 +2,913 New
HI
18
Harbour Investments
Wisconsin
$53.3K 1,955 +1,955 New
CFGS
19
Concourse Financial Group Securities
Alabama
$48K 1,755 +1,755 New
UBS Group
20
UBS Group
Switzerland
$21.1K 775 +775 New
FCA
21
FinTrust Capital Advisors
South Carolina
$10.2K 374 +374 New
VF
22
Virtu Financial
New York
– – -13,100 Closed