Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capital Group Equity ETF Tr (CGMM)

196 + 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
↑ +30
Streak
5Q ▲
Buyers last Q
85%

Smart Money Signals — CGMM

Based on 199 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
199 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 — +363% more funds vs a year ago

fund count last 6Q
+156 new funds entered over the past year (+363% 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

167 buying30 selling
Last quarter: 167 funds were net buyers (45 opened a brand new position + 122 added to an existing one). Only 30 were sellers (15 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 39 → 44 → 59 → 45. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 66% entered in last year

■ 1% conviction (2yr+) ■ 34% medium ■ 66% 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

43 → 39 → 44 → 59 → 45 new funds/Q
New funds entering each quarter: 39 → 44 → 59 → 45. 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 199 current holders: 198 (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.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
15 of 199 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in CGMM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
6.6
out of 10
Moderate Exit Risk
Exit risk score 6.6/10 — 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 — CGMM

In 2026 Q1, 167 hedge funds were net buyers of CGMM (45 opened a new position, 122 added to an existing one), while 30 reduced or exited (15 trimmed, 15 sold completely) — a 85% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 50% of total institutional value in CGMM 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: 199.

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.

Is It Too Late to Buy Capital Group Equity ETF Tr (CGMM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CGMM 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 · 82d ago
CGMM
+9.9%
SPY
+15.1%

CGMM outperformed SPY by -5.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
CGMM
+2.8%
SPY
+1.3%

Since the filing became public, CGMM outperformed SPY by +1.5% .

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.

7 top-rated funds 7 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: CGMM
196 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 196 169 15.98%
13F Shares 58M 34M 67.76%
Total Value $1.67B $993M 68.21%
New Positions 43 59 -16
Increased Positions 121 90 +31
Closed Positions 16 9 +7
Reduced Positions 15 10 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGMM

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Financial Highlights

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Institutional Holders (2026 Q1)

196 + investors

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

QUARTER:
Top 25 CGMM holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Coign Capital Advisors LLC 4.29% 278,294 $8.2M
5 National Wealth Management Group, LLC 2.73% 249,900 $7.3M
6 BNB Wealth Management, LLC 2.51% 133,176 $3.9M
7 Boyer Financial Services, Inc. 2.37% 76,231 $2.2M
8 Wise Wealth Partners 2.37% 59,689 $1.8M
9 Smith Thornton Advisors LLC 1.97% 133,010 $3.9M
10 Laurel Wealth Planning LLC 1.89% 121,831 $3.6M
11 StoneCrest Wealth Management, Inc. 1.73% 139,692 $4.1M
12 Royal Harbor Partners, LLC 1.73% 174,194 $5.1M
13 Entruity Wealth, LLC 1.62% 81,501 $2.4M
14 Wealth Science Advisors LLC 1.51% 93,269 $2.7M
15 Compton Financial Group, LLC 1.27% 195,976 $5.8M
16 Michael Brady & Co., LLC 1.24% 42,104 $1.2M
17 Merited Wealth, LLC 1.23% 50,370 $1.5M
18 NavPoint Financial, Inc. 1.22% 102,614 $3.0M
19 J. Derek Lewis & Associates Inc. 1.16% 170,927 $4.9M
20 A&I Financial Services, LLC 1.02% 73,051 $2.1M
21 Souders Financial Advisors 0.96% 287,605 $8.4M
22 Strategic Blueprint, LLC 0.77% 449,631 $13.2M
23 Trademark Financial Management, LLC 0.74% 51,685 $1.5M
24 Beta Wealth Group, Inc. 0.71% 58,683 $1.7M
25 Alchemi Wealth, LLC 0.64% 39,041 $1.1M
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 — 5 quarters in a row: For 5 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 — 85% buying: Last quarter: 167 funds were net buyers (45 opened a brand new position + 122 added to an existing one). Only 30 were sellers (15 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGMM holders?

Elite ownership — 50% AUM from top-100 funds: 15 of 199 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in CGMM. 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 CGMM?

Mostly new holders — 66% 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.

Is it too late to buy Capital Group Equity ETF Tr (CGMM) following the 2026 Q1 hedge fund 13F filings?

As of today, CGMM has moved +2.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +1.5%. Since the quarter end (March 31, 2026), CGMM has gained +9.9% vs +15.1% 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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