Capital Group Conservative Equity ETF
CGCV
136 hedge funds and large institutions have $1.14B invested in Capital Group Conservative Equity ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 84 increasing their positions, 9 reducing their positions, and 7 closing their positions.
2,494% more capital inflows, than outflows
Capital inflows: $309M | Capital outflows: $11.9M
833% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 9
400% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 7
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
25% more funds holding
Funds holding: 109 → 136 (+27)
23.71% more ownership
Funds ownership: 66.53% → 90.24% (+24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$41.8M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$32.1M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$27.3M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$24.6M |
| 5 |
Envision Financial Planning
Memphis,
Tennessee
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$4.2M |
| 2 |
Mizuho Securities USA
New York
|
-$2.41M |
| 3 |
Flow Traders U.S.
New York
|
-$2.31M |
| 4 |
Jane Street
New York
|
-$1.83M |
| 5 |
Advisory Services Network
Atlanta,
Georgia
|
-$749K |
CGCV Hedge Fund Activity: Q4 2025 in Review
136 of the 8,300 institutional investors tracked by Wall St. Rank reported a position in Capital Group Conservative Equity ETF (CGCV) for Q4 2025, worth a combined $1.14B — up 37% from $827M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new CGCV positions and 7 closed out — a net gain of 28 holders — while 84 added to existing stakes and 9 trimmed.
The largest buyer was LPL Financial, adding an estimated $41.8M. The largest seller was Citadel Advisors, cutting an estimated $4.2M.
- 136 institutional investors held Capital Group Conservative Equity ETF (CGCV) as of Q4 2025, up from 109 in Q3 2025.
- Funds reported $1.14B of Capital Group Conservative Equity ETF stock for Q4 2025, up 37% quarter-over-quarter.
- 35 funds opened new Capital Group Conservative Equity ETF positions in Q4 2025 and 7 closed out, a net change of +28 holders.
- The largest Capital Group Conservative Equity ETF buyer in Q4 2025 was LPL Financial, an estimated $41.8M added.
- The largest Capital Group Conservative Equity ETF seller in Q4 2025 was Citadel Advisors, an estimated $4.2M sold.
Based on aggregated 13F filings for Q4 2025.