CAPITAL GROUP CONSERVATIVE E (CGCV) is held by 46 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Capital International Investors as of Q1 2026.

Are institutions buying or selling CGCV?

In Q1 2026, 38 institutions opened or increased positions in CAPITAL GROUP CONSERVATIVE E while 8 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on CGCV?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for CAPITAL GROUP CONSERVATIVE E.

How many hedge funds hold CGCV?

46 institutional investors report holding CAPITAL GROUP CONSERVATIVE E (CGCV) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into CGCV?

As of Q1 2026, tracked institutions in CAPITAL GROUP CONSERVATIVE E show 38 buyers versus 8 sellers — net inflows.

CAPITAL GROUP CONSERVATIVE E

CGCV·14020U100·US·ETF·Unknown - Unknown

Holders

Avg rating(17 Elite)

$853.5M

Total Value

83% (48)

Fund Consensus

38 buying - 8 selling

No verdict yet — fewer than 2 funds hold CGCV.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Capital International Investors	Increased	9.9M(+0.0%)	$296M	0.1%	+11.12%	31
LPL Financial LLC	Increased	4.7M(+18.3%)	$139M	0.0%	+11.36%	35
RAYMOND JAMES FINANCIAL INC	Decreased	2.4M(-20.1%)	$70.7M	0.0%	+14.94%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	2.1M(+18.7%)	$63.7M	0.0%	+12.28%	35
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	1.2M(+12.5%)	$36.2M	0.0%	+8.05%	33
Cetera Investment Advisers	Increased	892,128(+12.6%)	$26.6M	0.0%	+11.38%	32
STIFEL FINANCIAL CORP	Decreased	838,352(-10.6%)	$25M	0.0%	+10.89%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	831,115(+0.3%)	$24.8M	0.1%	+7.94%	29
COMMONWEALTH EQUITY SERVICES, LLC	Increased	714,017(+25.3%)	$21.3M	0.0%	+14.91%	35
WELLS FARGO & COMPANY/MN	Increased	665,873(+82.7%)	$19.8M	0.0%	+6.87%	44
JONES FINANCIAL COMPANIES LLLP	Increased	656,967(+72.4%)	$19.3M	0.0%	+9.92%	42
CITADEL ADVISORS LLC	Increased	647,506(+503.2%)	$19.3M	0.0%	+6.38%	46
MML INVESTORS SERVICES, LLC	Increased	361,544(+12.6%)	$10.8M	0.0%	+13.56%	31
OSAIC HOLDINGS, INC.	Increased	351,334(+24.8%)	$10.5M	0.0%	+13.81%	34
&PARTNERS	Increased	310,027(+44.8%)	$9.2M	0.0%	+7.34%	37
BANK OF AMERICA CORP /DE/	Increased	272,958(+63.8%)	$8.1M	0.0%	+7.23%	40
Steward Partners Investment Advisory, LLC	Increased	226,905(+5.0%)	$6.8M	0.0%	+10.75%	29
Baird Financial Group, Inc.	Increased	190,755(+7.0%)	$5.7M	0.0%	+20.39%	29
ROYAL BANK OF CANADA	Increased	183,485(+25.1%)	$5.5M	0.0%	+10.89%	33
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	153,714(-17.7%)	$4.6M	0.0%	+11.83%	0