Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CAPITAL GROUP EQUITY ETF TR (CGMM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +48
Streak
4Q ▲
Buyers last Q
88%

Smart Money Signals — CGMM

Based on 165 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added CGMM 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
165 hedge funds hold CGMM 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 — +16400% more funds vs a year ago

fund count last 6Q
+164 new funds entered over the past year (+16400% 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 — 88% buying

145 buying19 selling
Last quarter: 145 funds were net buyers (57 opened a brand new position + 88 added to an existing one). Only 19 were sellers (10 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new CGMM position: 43 → 38 → 43 → 57. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 76% entered in last year

■ 1% conviction (2yr+) ■ 23% medium ■ 76% new
Only 1 funds (1%) 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.
📈

Growing discovery — still being found

0 → 43 → 38 → 43 → 57 new funds/Q
New funds entering each quarter: 43 → 38 → 43 → 57. A growing number of institutions are discovering CGMM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 99% of holders entered in last year

■ 1% veterans ■ 0% 1-2yr ■ 99% new
Of 165 current holders: 164 (99%) 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.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
12 of 165 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.9
out of 10
Moderate Exit Risk
Exit risk score 6.9/10 — 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.

Hedge Fund Ownership: CGMM

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

Market Analysis: CGMM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGMM

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 4 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: CGMM
2026 Q1 Stats Unlock in 13 days 165 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 165 117 41.03%
13F Shares 34M 22M 52.82%
Total Value $982M $632M 55.31%
New Positions 57 43 +14
Increased Positions 88 62 +26
Closed Positions 9 6 +3
Reduced Positions 10 7 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGMM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

165 + investors

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

Top 25 institutional holders of CGMM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Presper Financial Architects, LLC 11.20% 641,703 $18.8M
2 Ergawealth Advisors, Inc. 10.31% 794,117 $23.3M
3 Main Line Retirement Advisors, LLC 7.68% 523,944 $15.4M
4 Boyer Financial Services, Inc. 2.37% 76,231 $2.2M
5 Wise Wealth Partners 2.37% 59,689 $1.8M
6 Smith Thornton Advisors LLC 1.97% 133,010 $3.9M
7 Laurel Wealth Planning LLC 1.89% 121,831 $3.6M
8 StoneCrest Wealth Management, Inc. 1.73% 139,692 $4.1M
9 Royal Harbor Partners, LLC 1.73% 174,194 $5.1M
10 Wealth Science Advisors LLC 1.51% 93,269 $2.7M
11 Compton Financial Group, LLC 1.27% 195,976 $5.8M
12 Michael Brady & Co., LLC 1.24% 42,104 $1.2M
13 Merited Wealth, LLC 1.23% 50,370 $1.5M
14 NavPoint Financial, Inc. 1.22% 102,614 $3.0M
15 J. Derek Lewis & Associates Inc. 1.16% 170,927 $4.9M
16 A&I FINANCIAL SERVICES, LLC 1.02% 73,051 $2.1M
17 Souders Financial Advisors 0.96% 287,605 $8.4M
18 Strategic Blueprint, LLC 0.77% 449,631 $13.2M
19 Trademark Financial Management, LLC 0.74% 51,685 $1.5M
20 Frazier Financial Advisors, LLC 0.46% 28,591 $839K
21 Latitude Advisors, LLC 0.45% 33,818 $993K
22 LongView Wealth Management 0.35% 44,245 $1.4M
23 Fearless Solutions, LLC dba Best Invest 0.33% 18,657 $548K
24 Pines Wealth Management, LLC 0.31% 32,825 $964K
25 Merit Financial Group, LLC 0.31% 1,404,021 $41.2M
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 GROUP EQUITY ETF TR (CGMM)

What does the Smart Money Trend signal show for CGMM?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added CGMM 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 CGMM?

More buyers than sellers — 88% buying: Last quarter: 145 funds were net buyers (57 opened a brand new position + 88 added to an existing one). Only 19 were sellers (10 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGMM holders?

Strong quality — 38% AUM from major funds: 12 of 165 holders rank in the top 100 by AUM, accounting for 38% 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 CGMM?

Mostly new holders — 76% entered in last year: Only 1 funds (1%) 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.