CGCV

Capital Group Conservative Equity ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+19
Holders Change %
+41.3%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
37
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CGPCS
1
Capital Group Private Client Services
California
$48.2M +$13.7M +504,355 +40%
Raymond James Financial
2
Raymond James Financial
Florida
$22.7M +$1.28M +47,221 +6%
MLRA
3
Main Line Retirement Advisors
Montana
$14.1M +$350K +12,896 +3%
Capital International Investors
4
Capital International Investors
California
$12.6M -$14.1M -519,452 -53%
DJSG
5
D.J. St. Germain
Massachusetts
$11.7M +$3.94M +145,387 +51%
LPL Financial
6
LPL Financial
California
$10.5M +$7.86M +290,026 +300%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$9.29M +$8.75M +322,732 +1,631%
AWS
8
Atria Wealth Solutions
New York
$6.48M +$5.84M +214,647 +913%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.32M +$2.51M +92,638 +66%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$4.21M +$3.91M +144,058 +1,288%
MIM
11
Marshall Investment Management
Colorado
$3.82M +$3.82M +141,042 New
Baird Financial Group
12
Baird Financial Group
Wisconsin
$3.67M +$3.4M +125,529 +1,255%
EFA
13
Evernest Financial Advisors
Indiana
$3.49M +$799K +29,465 +30%
MHB
14
Midwest Heritage Bank
Iowa
$3.17M +$1.7M +62,568 +115%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.79M +$1.83M +67,670 +192%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.78M +$1.98M +72,999 +249%
OMC
17
Old Mission Capital
Illinois
$2.76M +$1.78M +65,800 +184%
GVAG
18
Great Valley Advisor Group
Delaware
$2.59M +$2.3M +84,818 +790%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.31M +$2.31M +85,128 New
EFP
20
Envision Financial Planning
Tennessee
$2.25M +$705K +25,984 +45%
VF
21
Virtu Financial
New York
$2.2M +$2.2M +81,224 New
Jane Street
22
Jane Street
New York
$1.94M +$1.71M +63,187 +742%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$1.76M +$1.76M +65,132 New
FMN
24
Financial Management Network
California
$1.72M +$983K +39,836 +133%
PWM
25
Pines Wealth Management
North Carolina
$1.36M +$31.1K +1,274 +2%