Capital Group Conservative Equity ETF
CGCV
65 hedge funds and large institutions have $201M invested in Capital Group Conservative Equity ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 3 reducing their positions, and 5 closing their positions.
1,133% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 3
380% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 5
54% more capital invested
Capital invested by funds: $131M → $201M (+$70.1M)
41% more funds holding
Funds holding: 46 → 65 (+19)
6.04% more ownership
Funds ownership: 11.92% → 17.96% (+6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
+$13.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.84M |
| 3 |
LPL Financial
San Diego,
California
|
+$7.95M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$5.88M |
| 5 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
+$3.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$14.2M |
| 2 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
-$1.44M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$644K |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$426K |
| 5 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$390K |
CGCV Hedge Fund Activity: Q1 2025 in Review
65 of the 7,476 institutional investors tracked by Wall St. Rank reported a position in Capital Group Conservative Equity ETF (CGCV) for Q1 2025, worth a combined $201M — up 54% from $131M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new CGCV positions and 5 closed out — a net gain of 19 holders — while 37 added to existing stakes and 3 trimmed.
The largest buyer was Capital Group Private Client Services, adding an estimated $13.8M. The largest seller was Capital International Investors, cutting an estimated $14.2M.
- 65 institutional investors held Capital Group Conservative Equity ETF (CGCV) as of Q1 2025, up from 46 in Q4 2024.
- Funds reported $201M of Capital Group Conservative Equity ETF stock for Q1 2025, up 54% quarter-over-quarter.
- 24 funds opened new Capital Group Conservative Equity ETF positions in Q1 2025 and 5 closed out, a net change of +19 holders.
- The largest Capital Group Conservative Equity ETF buyer in Q1 2025 was Capital Group Private Client Services, an estimated $13.8M added.
- The largest Capital Group Conservative Equity ETF seller in Q1 2025 was Capital International Investors, an estimated $14.2M sold.
Based on aggregated 13F filings for Q1 2025.