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CGCV

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.

New
Increased
Maintained
Reduced
Closed

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%)

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
Capital Group Private Client Services
California
+$15.7M
2
Capital International Investors
Capital International Investors
California
+$15.6M
3
BCM
Brookstone Capital Management
Illinois
+$2.42M
4
EFA
Evernest Financial Advisors
Indiana
+$2.39M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.35M

Top Sellers

1
VF
Virtu Financial
New York
-$326K
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital International Investors
1
Capital International Investors
California
$27.4M +$15.6M +600,000 +149%
CGPCS
2
Capital Group Private Client Services
California
$17.7M +$15.7M +604,063 +1,311%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.75M +$2.35M +90,103 +830%
BCM
4
Brookstone Capital Management
Illinois
$2.53M +$2.42M +92,896 New
EFA
5
Evernest Financial Advisors
Indiana
$2.5M +$2.39M +91,619 New
BCA
6
Bay Colony Advisors
Massachusetts
$1.68M +$1.61M +61,638 New
EFP
7
Envision Financial Planning
Tennessee
$800K +$765K +29,339 New
CA
8
CGN Advisors
Kansas
$769K +$736K +28,228 New
AWS
9
Atria Wealth Solutions
New York
$643K +$613K +23,518 New
KPWS
10
Kestra Private Wealth Services
Texas
$639K +$611K +23,439 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$599K +$573K +21,983 New
Osaic Holdings
12
Osaic Holdings
Arizona
$523K +$500K +19,177 New
FMN
13
Financial Management Network
California
$490K +$468K +17,975 New
FFS
14
Founders Financial Securities
Maryland
$482K +$461K +17,693 New
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$232K +$221K +8,500 New
WIA
16
World Investment Advisors
California
$207K +$198K +7,585 New
DJSG
17
D.J. St. Germain
Massachusetts
$79.4K +$75.9K +2,913 New
HI
18
Harbour Investments
Wisconsin
$53.3K +$50.9K +1,955 New
CFGS
19
Concourse Financial Group Securities
Alabama
$48K +$45.7K +1,755 New
UBS Group
20
UBS Group
Switzerland
$21.1K +$20.2K +775 New
FCA
21
FinTrust Capital Advisors
South Carolina
$10.2K +$9.75K +374 New
VF
22
Virtu Financial
New York
– -$326K -13,100 Closed

CGCV Hedge Fund Activity: Q3 2024 in Review

21 of the 6,964 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.