Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capital Grp Fixed Incm ETF T (CGIB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
7Q ▲
Buyers last Q
83%

Smart Money Signals — CGIB

Based on 55 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added CGIB 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
55 hedge funds hold CGIB 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 — +511% more funds vs a year ago

fund count last 6Q
+46 new funds entered over the past year (+511% 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 — 83% buying

49 buying10 selling
Last quarter: 49 funds were net buyers (18 opened a brand new position + 31 added to an existing one). Only 10 were sellers (4 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 8 → 17 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 69% entered in last year

■ 2% conviction (2yr+) ■ 29% medium ■ 69% new
Only 1 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.
🚀

Acceleration phase — new buyers rushing in

3 → 13 → 8 → 17 → 18 new funds/Q
New funds entering each quarter: 13 → 8 → 17 → 18. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 89% of holders entered in last year

■ 2% veterans ■ 9% 1-2yr ■ 89% new
Of 55 current holders: 49 (89%) entered in the past year, only 1 (2%) 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.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
9 of 55 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.7
out of 10
Moderate Exit Risk
Exit risk score 6.7/10 — 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 — CGIB

In 2026 Q1, 49 hedge funds were net buyers of CGIB (18 opened a new position, 31 added to an existing one), while 10 reduced or exited (4 trimmed, 6 sold completely) — a 83% buyer ratio, indicating clear institutional accumulation. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 37% of total institutional value in CGIB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 55.

Hedge Fund Ownership: CGIB

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

Market Analysis: CGIB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGIB

-- --

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

Is It Too Late to Buy Capital Grp Fixed Incm ETF T (CGIB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CGIB has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 86d ago
CGIB
+1.5%
SPY
+13.0%

CGIB outperformed SPY by -11.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 41d ago
CGIB
+1.6%
SPY
-0.5%

Since the filing became public, CGIB outperformed SPY by +2.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: CGIB
54 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 54 43 25.58%
13F Shares 9M 6M 58.13%
Total Value $219M $144M 52.0%
New Positions 18 17 +1
Increased Positions 30 21 +9
Closed Positions 7 2 +5
Reduced Positions 4 5 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGIB

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Institutional Holders (2026 Q1)

54 + investors

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

QUARTER:
Top 25 CGIB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kestra Investment Management, LLC 0.55% 1,256,014 $31.7M
2 Protective Life Corp 0.53% 6,339 $160K
3 Composition Wealth, LLC 0.50% 1,447,179 $36.5M
4 Tempus Wealth Planning, LLC 0.17% 28,482 $719K
5 Orion Porfolio Solutions, LLC 0.11% 502,461 $12.7M
6 Merit Financial Group, LLC 0.07% 365,656 $9.2M
7 Security Financial Services, INC. 0.07% 16,664 $421K
8 Marion Wealth Management 0.06% 10,672 $269K
9 Benjamin Edwards Inc 0.06% 236,980 $6.0M
10 Sigma Planning Corp 0.04% 62,208 $1.6M
11 Peterson Wealth Advisors, LLC 0.04% 12,669 $320K
12 Harbour Investments, INC. 0.02% 61,663 $1.6M
13 Koshinski Asset Management, Inc. 0.02% 11,884 $300K
14 Valmark Advisers, Inc. 0.02% 59,489 $1.5M
15 Dynamic Advisor Solutions LLC 0.02% 21,018 $530K
16 HighTower Advisors, LLC 0.02% 585,581 $14.8M
17 PFG Advisors 0.01% 11,398 $288K
18 Wells Fargo & Company/Mn 0.01% 1,849,727 $46.7M
19 RFG Advisory, LLC 0.01% 17,655 $446K
20 Envestnet Asset Management Inc 0.01% 1,135,651 $28.7M
21 Farther Finance Advisors, LLC 0.01% 24,454 $616K
22 Assetmark, Inc 0.01% 110,827 $2.8M
23 Diversify Wealth Management, LLC 0.00% 10,398 $262K
24 Osaic Holdings, INC. 0.00% 102,675 $2.6M
25 Cullen/Frost Bankers, INC. 0.00% 12,795 $323K
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 (CGIB)

What does the Smart Money Trend signal show for CGIB?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added CGIB 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 CGIB?

More buyers than sellers — 83% buying: Last quarter: 49 funds were net buyers (18 opened a brand new position + 31 added to an existing one). Only 10 were sellers (4 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGIB holders?

Strong quality — 37% AUM from major funds: 9 of 55 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CGIB?

Mostly new holders — 69% entered in last year: Only 1 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.

Is it too late to buy Capital Grp Fixed Incm ETF T (CGIB) following the 2026 Q1 hedge fund 13F filings?

As of today, CGIB has moved +1.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +2.1%. Since the quarter end (March 31, 2026), CGIB has gained +1.5% vs +13.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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