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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

CGVV Hedge Fund Activity: Q4 2025 in Review

22 of the 8,280 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.