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CGVV

Capital Group U.S. Large Value ETF
CGVV

22 hedge funds and large institutions have $43.8M invested in Capital Group U.S. Large Value ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 4 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

175% more funds holding

Funds holding: 8 → 22 (+14)

32% more capital invested

Capital invested by funds: $33.2M → $43.8M (+$10.6M)

7.19% more ownership

Funds ownership: 78.57% → 85.75% (+7.2%)

Holders
22
Holders Change
+14
Holders Change %
+175%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
4
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$1.03M
2
BIA
BHK Investment Advisors
Alabama
+$472K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$407K
4
SPC
Sigma Planning Corp
Michigan
+$399K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$399K

Top Sellers

Rank Fund Capital Flow
1
ASN
Advisory Services Network
Georgia
-$181K
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital International Investors
1
Capital International Investors
California
$26.9M – – –
CGPCS
2
Capital Group Private Client Services
California
$5.74M +$295K +11,077 +5%
RFS
3
RM Financial Services
Maine
$4.9M +$4.84M +182,030 New
Osaic Holdings
4
Osaic Holdings
Arizona
$1.15M +$1.03M +38,842 +1,015%
Goldman Sachs
5
Goldman Sachs
New York
$1.08M – – –
BIA
6
BHK Investment Advisors
Alabama
$478K +$472K +17,760 New
JDLA
7
J. Derek Lewis & Associates
California
$444K +$439K +16,518 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$411K +$407K +15,297 New
SPC
9
Sigma Planning Corp
Michigan
$404K +$399K +15,000 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$403K +$399K +14,991 New
FSBI
11
Fearless Solutions (Best Invest)
Texas
$338K +$334K +12,557 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$326K +$322K +12,113 New
Jane Street
13
Jane Street
New York
$320K +$317K +11,913 New
Citadel Advisors
14
Citadel Advisors
Florida
$286K +$283K +10,635 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$246K +$243K +9,138 New
CWS
16
Confluence Wealth Services
Pennsylvania
$204K +$202K +7,595 New
SS
17
Sunbelt Securities
Texas
$53.1K +$52.5K +1,976 New
EWA
18
EverSource Wealth Advisors
Alabama
$52.2K – – –
HI
19
Harbour Investments
Wisconsin
$46.1K +$17.8K +668 +64%
SN
20
Sittner & Nelson
Oregon
$27.2K +$24.9K +938 New
LFG
21
Larson Financial Group
Missouri
$27.1K +$160 +6 +0.6%
CFD
22
Creative Financial Designs
Indiana
$54 +$53 +2 New
ASN
23
Advisory Services Network
Georgia
– -$181K -6,844 Closed

CGVV Hedge Fund Activity: Q4 2025 in Review

22 of the 8,238 institutional investors tracked by Wall St. Rank reported a position in Capital Group U.S. Large Value ETF (CGVV) for Q4 2025, worth a combined $43.8M — up 32% from $33.2M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CGVV positions and 1 closed out — a net gain of 14 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.03M. The largest seller was Advisory Services Network, exiting entirely with an estimated $181K sold.

  • 22 institutional investors held Capital Group U.S. Large Value ETF (CGVV) as of Q4 2025, up from 8 in Q3 2025.
  • Funds reported $43.8M of Capital Group U.S. Large Value ETF stock for Q4 2025, up 32% quarter-over-quarter.
  • 15 funds opened new Capital Group U.S. Large Value ETF positions in Q4 2025 and 1 closed out, a net change of +14 holders.
  • The largest Capital Group U.S. Large Value ETF buyer in Q4 2025 was Osaic Holdings, an estimated $1.03M added.
  • The largest Capital Group U.S. Large Value ETF seller in Q4 2025 was Advisory Services Network, an estimated $181K sold.

Based on aggregated 13F filings for Q4 2025.