Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CAPITAL GRP FIXED INCM ETF T (CGMS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +40
Streak
11Q ▲
Buyers last Q
80%

Smart Money Signals — CGMS

Based on 287 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added CGMS 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
287 hedge funds hold CGMS 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 — +41% more funds vs a year ago

fund count last 6Q
+84 new funds entered over the past year (+41% 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 — 80% buying

239 buying61 selling
Last quarter: 239 funds were net buyers (65 opened a brand new position + 174 added to an existing one). Only 61 were sellers (36 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+35 vs last Q)

new funds entering per quarter
Funds opening a new CGMS position: 32 → 30 → 30 → 65. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 35% entered in last year

■ 21% conviction (2yr+) ■ 44% medium ■ 35% new
Only 59 funds (21%) 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

49 → 32 → 30 → 30 → 65 new funds/Q
New funds entering each quarter: 32 → 30 → 30 → 65. 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.
📊

Mixed cohorts — 16% veterans, 53% new entrants

■ 16% veterans ■ 31% 1-2yr ■ 53% new
Of 287 current holders: 45 (16%) held 2+ years, 90 held 1–2 years, 152 (53%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
12 of 287 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in CGMS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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: CGMS

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

Market Analysis: CGMS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGMS

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 19 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: CGMS
2026 Q1 Stats Unlock in 19 days 287 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 287 247 16.19%
13F Shares 103M 85M 20.22%
Total Value $2.84B $2.37B 19.69%
New Positions 65 30 +35
Increased Positions 174 161 +13
Closed Positions 25 20 +5
Reduced Positions 36 42 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGMS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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 --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

287 + investors

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

Top 25 institutional holders of CGMS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Capital Advantage, Inc. 8.89% 2,498,780 $68.0M
2 Thayer Financial, L.L.C. 6.93% 249,324 $6.8M
3 TrueWealth Advisors, LLC 5.40% 788,795 $21.5M
4 Winch Advisory Services, LLC 4.85% 779,954 $21.2M
5 Vigil Wealth Management, LLC 4.63% 210,458 $5.7M
6 OakTrust Wealth Advisors, LLC 4.37% 176,317 $4.8M
7 Main Line Retirement Advisors, LLC 4.31% 316,978 $8.6M
8 Swisher Financial Concepts, Inc. 4.23% 277,457 $7.6M
9 STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 3.78% 177,410 $4.8M
10 Boyer Financial Services, Inc. 3.78% 131,025 $3.6M
11 Carmel Capital Partners, LLC 3.67% 372,971 $10.2M
12 REGATTA CAPITAL GROUP, LLC 3.45% 837,226 $22.8M
13 NewCorp Financial Services, Inc. 3.29% 139,358 $3.8M
14 Skyline Advisors, Inc. 3.26% 343,313 $9.3M
15 Centennial Wealth Advisory LLC 2.99% 453,756 $12.4M
16 ProCore Advisors, LLC 2.97% 71,090 $1.9M
17 LCW Services, LLC 2.56% 189,137 $5.2M
18 LifeGoal Investments, LLC 2.47% 158,364 $4.3M
19 Keystone Financial Services, LLC 2.29% 124,865 $3.4M
20 Bond & Devick Financial Network, Inc. 2.25% 296,215 $8.1M
21 Redhawk Wealth Advisors, Inc. 2.13% 707,785 $19.3M
22 Hartmann Taylor Wealth Management, LLC 2.09% 116,265 $3.2M
23 Bouvel Investment Partners, LLC 1.79% 225,998 $6.2M
24 Merited Wealth, LLC 1.67% 73,970 $2.0M
25 Compton Financial Group, LLC 1.67% 276,997 $7.5M
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 (CGMS)

What does the Smart Money Trend signal show for CGMS?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added CGMS 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 CGMS?

More buyers than sellers — 80% buying: Last quarter: 239 funds were net buyers (65 opened a brand new position + 174 added to an existing one). Only 61 were sellers (36 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGMS holders?

Elite ownership — 40% AUM from top-100 funds: 12 of 287 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in CGMS. 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 CGMS?

Mostly new holders — 35% entered in last year: Only 59 funds (21%) 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.