CGCV
Capital Group Conservative Equity ETF
CGCV
CGCV
46 hedge funds and large institutions have $131M invested in Capital Group Conservative Equity ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
6.2% less ownership
Funds ownership: 84.86% → 78.67% (-6.2%)
Holders
46
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$16.6M | |
| 2 | +$13.5M | |
| 3 | +$7.5M | |
| 4 |
LPL Financial
San Diego,
California
|
+$2.57M |
| 5 |
MHB
Midwest Heritage Bank
West Des Moines,
Iowa
|
+$1.44M |
Top Sellers
| 1 | -$1.22M | |
| 2 | -$531K | |
| 3 | -$199K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$21.1K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$2.87K |