Capital Group Conservative Equity ETF
CGCV
159 hedge funds and large institutions have $1.62B invested in Capital Group Conservative Equity ETF in 2026 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 100 increasing their positions, 20 reducing their positions, and 6 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 20
300% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 6
26% more capital invested
Capital invested by funds: $1.28B → $1.62B (+$335M)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
10% more funds holding
Funds holding: 144 → 159 (+15)
0.71% more ownership
Funds ownership: 87.7% → 88.41% (+0.71%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$44.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$34M |
| 3 |
DAS
DMKC Advisory Services
Des Moines,
Iowa
|
+$27.9M |
| 4 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
+$25.2M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$18.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$19.3M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$5.86M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.58M |
| 4 |
Jane Street
New York
|
-$3.97M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.4M |
CGCV Hedge Fund Activity: Q2 2026 in Review
159 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Capital Group Conservative Equity ETF (CGCV) for Q2 2026, worth a combined $1.62B — up 26% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new CGCV positions and 6 closed out — a net gain of 18 holders — while 100 added to existing stakes and 20 trimmed.
The largest buyer was Wells Fargo, adding an estimated $44.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $19.3M sold.
- 159 institutional investors held Capital Group Conservative Equity ETF (CGCV) as of Q2 2026, up from 144 in Q1 2026.
- Funds reported $1.62B of Capital Group Conservative Equity ETF stock for Q2 2026, up 26% quarter-over-quarter.
- 24 funds opened new Capital Group Conservative Equity ETF positions in Q2 2026 and 6 closed out, a net change of +18 holders.
- The largest Capital Group Conservative Equity ETF buyer in Q2 2026 was Wells Fargo, an estimated $44.2M added.
- The largest Capital Group Conservative Equity ETF seller in Q2 2026 was Citadel Advisors, an estimated $19.3M sold.
Based on aggregated 13F filings for Q2 2026.