Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capital Grp Fixed Incm ETF T (CGMS)

322 + 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
↑ +19
Streak
11Q ▲
Buyers last Q
75%

Smart Money Signals — CGMS

Based on 325 hedge funds · latest filing: 2026 Q1 · 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
325 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 — +39% more funds vs a year ago

fund count last 6Q
+91 new funds entered over the past year (+39% 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 — 75% buying

243 buying82 selling
Last quarter: 243 funds were net buyers (42 opened a brand new position + 201 added to an existing one). Only 82 were sellers (59 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-29 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 31 → 32 → 71 → 42. 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 — 33% entered in last year

■ 22% conviction (2yr+) ■ 46% medium ■ 33% new
Only 71 funds (22%) 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

36 → 31 → 32 → 71 → 42 new funds/Q
New funds entering each quarter: 31 → 32 → 71 → 42. 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 — 18% veterans, 44% new entrants

■ 18% veterans ■ 38% 1-2yr ■ 44% new
Of 325 current holders: 60 (18%) held 2+ years, 123 held 1–2 years, 142 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
15 of 325 holders are among the 100 largest funds by AUM, controlling 43% 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.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — CGMS

In 2026 Q1, 243 hedge funds were net buyers of CGMS (42 opened a new position, 201 added to an existing one), while 82 reduced or exited (59 trimmed, 23 sold completely) — a 75% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in CGMS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 325.

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

-- --

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

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

Signal Freshness measures how much CGMS 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 · 90d ago
CGMS
+1.0%
SPY
+12.4%

CGMS outperformed SPY by -11.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 45d ago
CGMS
+1.0%
SPY
-1.1%

Since the filing became public, CGMS 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.

10 top-rated funds 26 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: CGMS
322 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 322 306 5.23%
13F Shares 122M 104M 17.35%
Total Value $3.26B $2.88B 12.94%
New Positions 40 71 -31
Increased Positions 200 185 +15
Closed Positions 24 26 -2
Reduced Positions 59 37 +22
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGMS

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Financial Highlights

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Institutional Holders (2026 Q1)

322 + investors

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

QUARTER:
Top 25 CGMS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rhl Group, LLC 10.50% 451,606 $12.3M
2 Eq Wealth Advisors, LLC 10.16% 638,390 $17.4M
3 Capital Advantage, Inc. 8.89% 2,498,780 $68.0M
4 Entruity Wealth, LLC 7.31% 395,401 $10.8M
5 Thayer Financial, L.L.C. 6.93% 249,324 $6.8M
6 Troutman Wealth Management, LLC 5.95% 262,108 $7.1M
7 BNB Wealth Management, LLC 5.92% 338,717 $9.2M
8 TrueWealth Advisors, LLC 5.40% 788,795 $21.5M
9 Winch Advisory Services, LLC 4.85% 779,954 $21.2M
10 Vigil Wealth Management, LLC 4.63% 210,458 $5.7M
11 OakTrust Wealth Advisors, LLC 4.37% 176,317 $4.8M
12 Main Line Retirement Advisors, LLC 4.31% 316,978 $8.6M
13 Swisher Financial Concepts, Inc. 4.23% 277,457 $7.6M
14 Clarity Asset Management, Inc. 4.09% 296,946 $8.1M
15 J. Derek Lewis & Associates Inc. 3.99% 616,657 $17.0M
16 Stewardship Concepts Financial Services LLC 3.78% 177,410 $4.8M
17 Boyer Financial Services, Inc. 3.78% 131,025 $3.6M
18 Carmel Capital Partners, LLC 3.67% 372,971 $10.2M
19 Regatta Capital Group, LLC 3.45% 837,226 $22.8M
20 NewCorp Financial Services, Inc. 3.29% 139,358 $3.8M
21 Skyline Advisors, Inc. 3.26% 343,313 $9.3M
22 Midwest Financial Network, LLC 3.25% 150,400 $4.1M
23 Centennial Wealth Advisory LLC 2.99% 453,756 $12.4M
24 ProCore Advisors, LLC 2.97% 71,090 $1.9M
25 Turning Point Benefit Group, Inc. 2.76% 158,686 $4.3M
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 — 75% buying: Last quarter: 243 funds were net buyers (42 opened a brand new position + 201 added to an existing one). Only 82 were sellers (59 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGMS holders?

Elite ownership — 43% AUM from top-100 funds: 15 of 325 holders are among the 100 largest funds by AUM, controlling 43% 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 — 33% entered in last year: Only 71 funds (22%) 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 (CGMS) following the 2026 Q1 hedge fund 13F filings?

As of today, CGMS has moved +1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of +2.1%. Since the quarter end (March 31, 2026), CGMS has gained +1.0% vs +12.4% 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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