CGCV

Capital Group Conservative Equity ETF

83 hedge funds and large institutions have $293M invested in Capital Group Conservative Equity ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+18
Holders Change %
+27.69%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
40
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CGPCS
1
Capital Group Private Client Services
California
$70.1M +$19.2M +672,899 +38%
Raymond James Financial
2
Raymond James Financial
Florida
$40M +$16M +560,814 +67%
LPL Financial
3
LPL Financial
California
$38.9M +$27.9M +973,998 +252%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.2M +$6.43M +224,680 +66%
TPF
5
Tribridge Partners Financial
Maryland
$15.5M +$15.5M +543,225 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.1M +$4.46M +155,773 +67%
DJSG
7
D.J. St. Germain
Massachusetts
$10.3M -$2.01M -70,121 -16%
AWS
8
Atria Wealth Solutions
New York
$7.34M +$500K +17,420 +7%
EFA
9
Evernest Financial Advisors
Indiana
$6.21M +$2.52M +88,201 +68%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$5.84M +$1.4M +48,927 +32%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$4.78M +$2.92M +102,256 +157%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$4.58M +$707K +24,705 +18%
FMN
13
Financial Management Network
California
$4.1M +$2.08M +71,854 +103%
MML Investors Services
14
MML Investors Services
Massachusetts
$3.88M +$1.45M +50,661 +60%
GVAG
15
Great Valley Advisor Group
Delaware
$3.8M +$1.07M +37,348 +39%
MHB
16
Midwest Heritage Bank
Iowa
$3.66M +$321K +11,219 +10%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.15M +$207K +7,224 +7%
EFP
18
Envision Financial Planning
Tennessee
$3M +$619K +21,646 +26%
Citadel Advisors
19
Citadel Advisors
Florida
$2.81M +$2.81M +98,170 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.95M +$1.95M +68,350 New
Jane Street
21
Jane Street
New York
$1.92M -$130K -4,538 -6%
RCG
22
Regatta Capital Group
California
$1.87M +$1.87M +65,278 New
Capital International Investors
23
Capital International Investors
California
$1.85M -$11.4M -400,000 -86%
VA
24
Valmark Advisers
Ohio
$1.79M +$1.28M +44,850 +255%
MWM
25
Meridian Wealth Management
Kentucky
$1.7M +$1.7M +59,494 New