Capital Group U.S. Large Value ETF
CGVV
31 hedge funds and large institutions have $77.5M invested in Capital Group U.S. Large Value ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
367% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
77% more capital invested
Capital invested by funds: $43.8M → $77.5M (+$33.7M)
41% more funds holding
Funds holding: 22 → 31 (+9)
11.42% less ownership
Funds ownership: 85.75% → 74.33% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$15.6M |
| 2 |
VH
VVR Holdings
Bellingham,
Washington
|
+$10.3M |
| 3 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
+$6.06M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.3M |
| 5 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
+$849K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$391K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$295K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$286K |
| 4 |
Jane Street
New York
|
-$114K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $42K | -$295K | -10,540 | -87% |
|
|
LFG
27
Larson Financial Group
St Louis,
Missouri
| $26.9K | – | – | – |
|
|
SN
28
Sittner & Nelson
Eugene,
Oregon
| $25.1K | – | – | – |
|
|
AAS
29
Ameritas Advisory Services
Lincoln,
Nebraska
| $21.7K | +$22.7K | +813 | New |
|
30
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $14K | +$14.7K | +524 | New |
|
|
CFD
31
Creative Financial Designs
Kokomo,
Indiana
| $214 | +$168 | +6 | +300% |
|
|
32
Citadel Advisors
Miami,
Florida
| – | -$286K | -10,635 | Closed |
|
CGVV Hedge Fund Activity: Q1 2026 in Review
31 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Capital Group U.S. Large Value ETF (CGVV) for Q1 2026, worth a combined $77.5M — up 77% from $43.8M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CGVV positions and 1 closed out — a net gain of 9 holders — while 14 added to existing stakes and 3 trimmed.
The largest buyer was Concurrent Investment Advisors, opening a new position worth an estimated $15.6M. The largest seller was Goldman Sachs, cutting an estimated $391K.
- 31 institutional investors held Capital Group U.S. Large Value ETF (CGVV) as of Q1 2026, up from 22 in Q4 2025.
- Funds reported $77.5M of Capital Group U.S. Large Value ETF stock for Q1 2026, up 77% quarter-over-quarter.
- 10 funds opened new Capital Group U.S. Large Value ETF positions in Q1 2026 and 1 closed out, a net change of +9 holders.
- The largest Capital Group U.S. Large Value ETF buyer in Q1 2026 was Concurrent Investment Advisors, an estimated $15.6M added.
- The largest Capital Group U.S. Large Value ETF seller in Q1 2026 was Goldman Sachs, an estimated $391K sold.
Based on aggregated 13F filings for Q1 2026.