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CGVV

Capital Group U.S. Large Value ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$15.6M
2 +$10.3M
3 +$6.06M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.3M
5
CFG
CMC Financial Group
Georgia
+$849K

Top Sellers

1 -$391K
2 -$295K
3 -$286K
4
Jane Street
Jane Street
New York
-$114K
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$26.8M
CIA
2
Concurrent Investment Advisors
Florida
$15M
CGPCS
3
Capital Group Private Client Services
California
$11.5M
VH
4
VVR Holdings
Washington
$9.81M
RFS
5
RM Financial Services
Maine
$5.01M
Osaic Holdings
6
Osaic Holdings
Arizona
$2.38M
CFG
7
CMC Financial Group
Georgia
$812K
Goldman Sachs
8
Goldman Sachs
New York
$696K
SPC
9
Sigma Planning Corp
Michigan
$669K
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$601K
BIA
11
BHK Investment Advisors
Alabama
$568K
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$561K
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$538K
JDLA
14
J. Derek Lewis & Associates
California
$491K
MML Investors Services
15
MML Investors Services
Massachusetts
$463K
FSBI
16
Fearless Solutions (Best Invest)
Texas
$458K
CWS
17
Confluence Wealth Services
Pennsylvania
$222K
JIG
18
Junk Investment Group
Maryland
$213K
Jane Street
19
Jane Street
New York
$209K
ASN
20
Advisory Services Network
Georgia
$166K
BC
21
Barrett & Company
Rhode Island
$80.3K
SS
22
Sunbelt Securities
Texas
$78.6K
HI
23
Harbour Investments
Wisconsin
$67.1K
EWA
24
EverSource Wealth Advisors
Alabama
$51.9K
RIL
25
Rothschild Investment LLC
Illinois
$48.1K