CGCV

Capital Group Conservative Equity ETF
CGCV

Overview Fund Activity

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.

Holders
46
Holders Change
+25
Holders Change %
+119.05%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
27
Increased
14
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CGPCS
1
Capital Group Private Client Services
California
$33.8M
2
MLRA
2
Main Line Retirement Advisors
Montana
$13.5M
3
DJSG
3
D.J. St. Germain
Massachusetts
$7.57M
4
LPL Financial
4
LPL Financial
California
$2.57M
5
MHB
5
Midwest Heritage Bank
Iowa
$1.44M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$1.25M
2
Capital International Investors
2
Capital International Investors
California
$26.1M
3
BCA
3
Bay Colony Advisors
Massachusetts
$1.44M
4
UBS Group
4
UBS Group
Switzerland
$0
5
KPWS
5
Kestra Private Wealth Services
Texas
$619K
Name Market Value Shares Shares
Change 		Shares
Change %
CGPCS
1
Capital Group Private Client Services
California
$33.8M 1,274,293 +624,148 +96%
Capital International Investors
2
Capital International Investors
California
$26.1M 984,000 -20,000 -2%
Raymond James Financial
3
Raymond James Financial
Florida
$20.9M 789,302 +789,302 New
MLRA
4
Main Line Retirement Advisors
Montana
$13.5M 507,767 +507,767 New
DJSG
5
D.J. St. Germain
Massachusetts
$7.57M 285,349 +282,436 +9,696%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.73M 140,599 +39,637 +39%
EFA
7
Evernest Financial Advisors
Indiana
$2.64M 99,329 +7,710 +8%
LPL Financial
8
LPL Financial
California
$2.57M 96,809 +96,809 New
EFP
9
Envision Financial Planning
Tennessee
$1.52M 57,114 +27,775 +95%
MHB
10
Midwest Heritage Bank
Iowa
$1.44M 54,248 +54,248 New
BCA
11
Bay Colony Advisors
Massachusetts
$1.44M 54,124 -7,514 -12%
PWM
12
Pines Wealth Management
North Carolina
$1.43M 54,366 +54,366 New
BCM
13
Brookstone Capital Management
Illinois
$1.25M 47,001 -45,895 -49%
OMC
14
Old Mission Capital
Illinois
$950K 35,810 +35,810 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$937K 35,303 +13,320 +61%
FMN
16
Financial Management Network
California
$801K 30,002 +12,027 +67%
Osaic Holdings
17
Osaic Holdings
Arizona
$779K 29,350 +10,173 +53%
CA
18
CGN Advisors
Kansas
$767K 28,912 +684 +2%
AWS
19
Atria Wealth Solutions
New York
$624K 23,518 – –
KPWS
20
Kestra Private Wealth Services
Texas
$619K 23,331 -108 -0.5%
FFS
21
Founders Financial Securities
Maryland
$615K 23,176 +5,483 +31%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$578K 21,764 +21,764 New
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$547K 20,626 +12,126 +143%
WIA
24
World Investment Advisors
California
$528K 19,885 +12,300 +162%
GS
25
GTS Securities
New York
$526K 19,821 +19,821 New
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