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CGCV

Capital Group Conservative Equity ETF
CGCV

134 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, 82 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

811% more repeat investments, than reductions

Existing positions increased: 82 | 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)

37% more capital invested

Capital invested by funds: $827M → $1.14B (+$310M)

25% more funds holding

Funds holding: 107 → 134 (+27)

0.99% more ownership

Funds ownership: 89.2% → 90.19% (+0.99%)

Holders
134
Holders Change
+27
Holders Change %
+25.23%
% of All Funds
1.63%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
35
Increased
82
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$41.8M
2
Raymond James Financial
Raymond James Financial
Florida
+$32.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$27.3M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$24.6M
5
EFP
Envision Financial Planning
Tennessee
+$14M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.2M
2
MSU
Mizuho Securities USA
New York
-$2.41M
3
FTUS
Flow Traders U.S.
New York
-$2.31M
4
Jane Street
Jane Street
New York
-$1.83M
5
ASN
Advisory Services Network
Georgia
-$749K
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital International Investors
1
Capital International Investors
California
$303M +$2.15M +70,955 +0.7%
LPL Financial
2
LPL Financial
California
$120M +$41.8M +1,380,934 +54%
CGPCS
3
Capital Group Private Client Services
California
$114M +$13.7M +452,925 +14%
Raymond James Financial
4
Raymond James Financial
Florida
$90.6M +$32.1M +1,060,852 +56%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$54.8M +$6.58M +217,218 +14%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$32.9M +$27.3M +899,949 +502%
Stifel Financial
7
Stifel Financial
Missouri
$28.6M +$4.68M +154,629 +20%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$25.7M +$24.6M +813,745 +5,529%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$24.2M +$11.5M +378,710 +92%
TPF
10
Tribridge Partners Financial
Maryland
$23.1M +$1.94M +63,997 +9%
EFP
11
Envision Financial Planning
Tennessee
$18.4M +$14M +462,425 +326%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$17.4M +$2.5M +82,441 +17%
HAG
13
HighPoint Advisor Group
Illinois
$13.5M +$13.4M +443,970 New
DJSG
14
D.J. St. Germain
Massachusetts
$11.7M -$14.7K -485 -0.1%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$11.6M +$3.61M +119,216 +46%
Wells Fargo
16
Wells Fargo
California
$11.1M +$9.21M +304,256 +505%
MML Investors Services
17
MML Investors Services
Massachusetts
$9.79M +$1.55M +51,266 +19%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$9.77M +$4.54M +149,924 +88%
CT
19
Clearstead Trust
Maine
$9.33M +$9.27M +306,094 New
CA
20
Carson Advisory
Georgia
$8.63M +$156K +5,151 +2%
RFS
21
RM Financial Services
Maine
$8.6M +$8.54M +281,935 New
Osaic Holdings
22
Osaic Holdings
Arizona
$8.58M +$1.78M +58,693 +26%
JDLA
23
J. Derek Lewis & Associates
California
$8.48M +$8.43M +278,205 New
CWS
24
Confluence Wealth Services
Pennsylvania
$8.14M +$7.63M +252,046 +1,679%
EFA
25
Evernest Financial Advisors
Indiana
$7.91M +$161K +5,321 +2%
1
2 3 4 5

CGCV Hedge Fund Activity: Q4 2025 in Review

134 of the 8,223 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 82 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.

  • 134 institutional investors held Capital Group Conservative Equity ETF (CGCV) as of Q4 2025, up from 107 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.