Capital Group Conservative Equity ETF
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.
2,600% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 1
250% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 4
119% more funds holding
Funds holding: 21 → 46 (+25)
117% more capital invested
Capital invested by funds: $60.1M → $131M (+$70.6M)
6.2% less ownership
Funds ownership: 84.86% → 78.67% (-6.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
+$17M |
| 2 |
MLRA
Main Line Retirement Advisors
Whitefish,
Montana
|
+$13.9M |
| 3 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
+$7.71M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.64M |
| 5 |
MHB
Midwest Heritage Bank
West Des Moines,
Iowa
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.25M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$546K |
| 3 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
-$205K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$21.1K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$2.95K |
CGCV Hedge Fund Activity: Q4 2024 in Review
46 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Capital Group Conservative Equity ETF (CGCV) for Q4 2024, worth a combined $131M — up 117% from $60.1M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new CGCV positions and 1 closed out — a net gain of 26 holders — while 14 added to existing stakes and 4 trimmed.
The largest buyer was Capital Group Private Client Services, adding an estimated $17M. The largest seller was Brookstone Capital Management, cutting an estimated $1.25M.
- 46 institutional investors held Capital Group Conservative Equity ETF (CGCV) as of Q4 2024, up from 21 in Q3 2024.
- Funds reported $131M of Capital Group Conservative Equity ETF stock for Q4 2024, up 117% quarter-over-quarter.
- 27 funds opened new Capital Group Conservative Equity ETF positions in Q4 2024 and 1 closed out, a net change of +26 holders.
- The largest Capital Group Conservative Equity ETF buyer in Q4 2024 was Capital Group Private Client Services, an estimated $17M added.
- The largest Capital Group Conservative Equity ETF seller in Q4 2024 was Brookstone Capital Management, an estimated $1.25M sold.
Based on aggregated 13F filings for Q4 2024.