Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capital Grp Fixed Incm ETF T (CGHM)

194 + Investors. Track Smart Money conviction in CGHM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +30
Streak
9Q ▲
Buyers last Q
85%

Smart Money Signals — CGHM

Based on 194 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added CGHM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
194 hedge funds hold CGHM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +190% more funds vs a year ago

fund count last 6Q
+127 new funds entered over the past year (+190% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 85% buying

159 buying29 selling
Last quarter: 159 funds were net buyers (38 opened a brand new position + 121 added to an existing one). Only 29 were sellers (21 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~38 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 50 → 42 → 33 → 38. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 48% entered in last year

■ 2% conviction (2yr+) ■ 50% medium ■ 48% new
Only 3 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

23 → 50 → 42 → 33 → 38 new funds/Q
New funds entering each quarter: 50 → 42 → 33 → 38. CGHM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 76% of holders entered in last year

■ 1% veterans ■ 23% 1-2yr ■ 76% new
Of 194 current holders: 148 (76%) entered in the past year, only 1 (1%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 78% AUM from top-100 funds

78% from top-100 AUM funds
17 of 194 holders are among the 100 largest funds by AUM, controlling 78% of total institutional value in CGHM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CGHM

In 2026 Q2, 159 hedge funds were net buyers of CGHM (38 opened a new position, 121 added to an existing one), while 29 reduced or exited (21 trimmed, 8 sold completely) — a 85% buyer ratio, indicating clear institutional accumulation. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 78% of total institutional value in CGHM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +30 funds (more new holders than closures). Total institutional holders: 194.

Hedge Fund Ownership: CGHM

How many hedge funds hold CGHM — quarterly history vs. share price
Quarterly hedge fund ownership of CGHM vs. share price

Market Analysis: CGHM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGHM

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 4 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: CGHM
194 + Investors

Track Smart Money conviction in CGHM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 194 164 18.29%
13F Shares 116M 104M 11.85%
Total Value $2.88B $2.53B 14.04%
New Positions 38 33 +5
Increased Positions 121 96 +25
Closed Positions 8 13 -5
Reduced Positions 21 22 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGHM

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Institutional Holders (2026 Q2)

194 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CGHM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CGHM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gutierrez Wealth Advisory, LLC 3.61% 241,975 $6.3M
2 J. Derek Lewis & Associates Inc. 2.83% 580,244 $15.0M
3 Strata Wealth Advisors, LLC 2.47% 392,344 $10.1M
4 Prentice Wealth Management LLC 1.43% 267,660 $6.9M
5 Fjell Capital, LLC 1.19% 67,520 $1.7M
6 Eq Wealth Advisors, LLC 1.12% 78,739 $2.0M
7 Capital Investment Management, Inc. 1.11% 140,319 $3.6M
8 Birchwood Financial Partners, Inc. 1.07% 50,804 $1.3M
9 Aprio Wealth Management, LLC 1.05% 819,408 $21.2M
10 NewCorp Financial Services, Inc. 1.05% 52,820 $1.4M
11 Keudell/Morrison Wealth Management 1.02% 208,098 $5.4M
12 Clarity Asset Management, Inc. 0.89% 70,040 $1.8M
13 RFP Financial Group LLC 0.87% 75,330 $1.9M
14 Boulder Wealth Advisors, LLC 0.82% 87,133 $2.3M
15 Clear Trail Advisors, LLC 0.82% 207,624 $5.4M
16 Entruity Wealth, LLC 0.69% 41,340 $1.1M
17 Walleye Partners, LLC 0.62% 21,180 $548K
18 Main Line Retirement Advisors, LLC 0.52% 43,628 $1.1M
19 Confluence Wealth Services, Inc. 0.51% 695,835 $18.0M
20 Nautilus Advisors LLC 0.46% 30,059 $776K
21 VestGen Investment Management 0.46% 33,194 $858K
22 Koshinski Asset Management, Inc. 0.44% 320,876 $8.3M
23 First Interstate Bank 0.39% 290,676 $7.5M
24 Vestmark Advisory Solutions, Inc. 0.38% 1,550,140 $40.1M
25 Capital International Investors 0.34% 63,675,196 $1.65B
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Capital Grp Fixed Incm ETF T (CGHM)

What does the Smart Money Trend signal show for CGHM?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added CGHM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CGHM?

More buyers than sellers — 85% buying: Last quarter: 159 funds were net buyers (38 opened a brand new position + 121 added to an existing one). Only 29 were sellers (21 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGHM holders?

Elite ownership — 78% AUM from top-100 funds: 17 of 194 holders are among the 100 largest funds by AUM, controlling 78% of total institutional value in CGHM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CGHM?

Mostly new holders — 48% entered in last year: Only 3 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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