CGMS Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Capital Grp Fixed Incm ETF T (CGMS) following the 2026 Q2 hedge fund 13F filings?

As of today, CGMS has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), CGMS gained -0.5% vs +4.0% 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.

Capital Grp Fixed Incm ETF T (CGMS)

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

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 buying83 selling

Last quarter: 243 funds were net buyers (42 opened a brand new position + 201 added to an existing one). Only 83 were sellers (59 trimmed + 24 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: 32 → 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 → 32 → 32 → 71 → 42 new funds/Q

New funds entering each quarter: 32 → 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.

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

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

-31

Increased Positions

200

185

+15

Closed Positions

-2

Reduced Positions

+22

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

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:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CGMS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Schusterman Interests, LLC	12.96%	1,818,185	$49.7M
2	Capital Advantage, Inc.	12.64%	3,791,682	$103.6M
3	Entruity Wealth, LLC	11.28%	637,736	$17.4M
4	Eq Wealth Advisors, LLC	10.20%	679,303	$18.6M
5	Thayer Financial, L.L.C.	6.42%	258,628	$7.1M
6	Troutman Wealth Management, LLC	5.66%	269,059	$7.4M
7	Rhl Group, LLC	5.19%	231,018	$6.2M
8	TrueWealth Advisors, LLC	4.91%	796,067	$21.8M
9	Swisher Financial Concepts, Inc.	4.62%	268,461	$7.3M
10	Turning Point Benefit Group, Inc.	4.61%	391,822	$10.7M
11	Winch Advisory Services, LLC	4.49%	791,200	$21.6M
12	BNB Wealth Management, LLC	4.42%	296,159	$8.1M
13	OakTrust Wealth Advisors, LLC	4.35%	184,511	$5.0M
14	Clarity Asset Management, Inc.	4.25%	316,786	$8.7M
15	Main Line Retirement Advisors, LLC	4.06%	323,673	$8.8M
16	J. Derek Lewis & Associates Inc.	3.97%	768,767	$21.0M
17	Vigil Wealth Management, LLC	3.92%	201,042	$5.5M
18	Compton Financial Group, LLC	3.89%	738,465	$20.2M
19	Stewardship Concepts Financial Services LLC	3.41%	185,366	$5.1M
20	Regatta Capital Group, LLC	3.34%	907,530	$24.8M
21	Carmel Capital Partners, LLC	3.33%	369,264	$10.1M
22	Schuylkill Financial LLC	3.14%	124,391	$3.4M
23	NewCorp Financial Services, Inc.	3.04%	145,115	$4.0M
24	Markowski Investments	2.84%	471,323	$12.9M
25	Centennial Wealth Advisory LLC	2.82%	478,468	$13.1M

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 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 83 were sellers (59 trimmed + 24 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 Q2 hedge fund 13F filings?

As of today, CGMS has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), CGMS has gained -0.5% vs +4.0% 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.

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Capital Grp Fixed Incm ETF T (CGMS)

Smart Money Signals — CGMS

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +39% more funds vs a year ago

More buyers than sellers — 75% buying

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

Mostly new holders — 33% entered in last year

Acceleration phase — new buyers rushing in

Mixed cohorts — 18% veterans, 44% new entrants

Elite ownership — 43% AUM from top-100 funds

Institutional Sentiment Summary — CGMS

Hedge Fund Ownership: CGMS

Market Analysis: CGMS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CGMS

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

Hedge Fund Positioning: CGMS

Statistics: CGMS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Capital Grp Fixed Incm ETF T (CGMS)

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