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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

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: 12 (+1)

77% more capital invested

Capital invested by funds: $43.8M → $77.5M (+$33.7M)

41% more funds holding

Funds holding: 2231 (+9)

11.42% less ownership

Funds ownership: 85.75%74.33% (-11%)

Holders
31
Holders Change
+9
Holders Change %
+40.91%
% of All Funds
0.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
10
Increased
14
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
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 +$15.6M +559,215 New
CGPCS
3
Capital Group Private Client Services
California
$11.5M +$6.06M +216,661 +101%
VH
4
VVR Holdings
Washington
$9.81M +$10.3M +366,575 New
RFS
5
RM Financial Services
Maine
$5.01M +$151K +5,382 +3%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.38M +$1.3M +46,465 +109%
CFG
7
CMC Financial Group
Georgia
$812K +$849K +30,369 New
Goldman Sachs
8
Goldman Sachs
New York
$696K -$391K -13,967 -35%
SPC
9
Sigma Planning Corp
Michigan
$669K +$280K +10,000 +67%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$601K +$209K +7,489 +50%
BIA
11
BHK Investment Advisors
Alabama
$568K +$96.9K +3,465 +20%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$561K +$331K +11,837 +130%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$538K +$135K +4,821 +32%
JDLA
14
J. Derek Lewis & Associates
California
$491K +$51.5K +1,840 +11%
MML Investors Services
15
MML Investors Services
Massachusetts
$463K +$484K +17,304 New
FSBI
16
Fearless Solutions (Best Invest)
Texas
$458K +$128K +4,583 +36%
CWS
17
Confluence Wealth Services
Pennsylvania
$222K +$19.9K +712 +9%
JIG
18
Junk Investment Group
Maryland
$213K +$223K +7,965 New
Jane Street
19
Jane Street
New York
$209K -$114K -4,087 -34%
ASN
20
Advisory Services Network
Georgia
$166K +$174K +6,223 New
BC
21
Barrett & Company
Rhode Island
$80.3K +$83.9K +3,000 New
SS
22
Sunbelt Securities
Texas
$78.6K +$27K +964 +49%
HI
23
Harbour Investments
Wisconsin
$67.1K +$22.2K +795 +46%
EWA
24
EverSource Wealth Advisors
Alabama
$51.9K
RIL
25
Rothschild Investment LLC
Illinois
$48.1K +$50.3K +1,800 New

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.