CGCV
Capital Group Conservative Equity ETF
CGCV
CGCV
107 hedge funds and large institutions have $827M invested in Capital Group Conservative Equity ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 8 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
29% more funds holding
Funds holding: 83 → 107 (+24)
17.38% more ownership
Funds ownership: 71.82% → 89.2% (+17%)
Holders
107
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$287M | |
| 2 | +$35.3M | |
| 3 | +$29.8M | |
| 4 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
+$24.3M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$21.8M |
Top Sellers
| 1 | -$213K | |
| 2 | -$188K | |
| 3 | -$93.2K | |
| 4 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
-$53.3K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$32.2K |