CGCV

Capital Group Conservative Equity ETF

127 hedge funds and large institutions have $1.11B invested in Capital Group Conservative Equity ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 82 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$303M
LPL Financial
2
LPL Financial
California
$120M
CGPCS
3
Capital Group Private Client Services
California
$114M
Raymond James Financial
4
Raymond James Financial
Florida
$90.6M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$54.8M
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$32.9M
Stifel Financial
7
Stifel Financial
Missouri
$28.6M
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$25.7M
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$24.2M
TPF
10
Tribridge Partners Financial
Maryland
$23.1M
EFP
11
Envision Financial Planning
Tennessee
$18.4M
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$17.4M
DJSG
13
D.J. St. Germain
Massachusetts
$11.7M
Jones Financial Companies
14
Jones Financial Companies
Missouri
$11.6M
Wells Fargo
15
Wells Fargo
California
$11.1M
MML Investors Services
16
MML Investors Services
Massachusetts
$9.79M
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$9.77M
CT
18
Clearstead Trust
Maine
$9.33M
CA
19
Carson Advisory
Georgia
$8.63M
RFS
20
RM Financial Services
Maine
$8.6M
Osaic Holdings
21
Osaic Holdings
Arizona
$8.58M
CWS
22
Confluence Wealth Services
Pennsylvania
$8.14M
EFA
23
Evernest Financial Advisors
Indiana
$7.91M
TWM
24
Troutman Wealth Management
Pennsylvania
$7.51M
Truist Financial
25
Truist Financial
North Carolina
$7.33M