CGMU Hedge Fund Ownership (Q2 2026)

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

As of today, CGMU has moved -2.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -0.6%. Since the quarter end (June 30, 2026), CGMU gained -3.7% vs +3.1% 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.

Capital Grp Fixed Incm ETF T (CGMU)

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

Smart Money Signals — CGMU

Based on 350 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added CGMU 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

350 hedge funds hold CGMU 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 — +56% more funds vs a year ago

fund count last 6Q

+126 new funds entered over the past year (+56% 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

248 buying84 selling

Last quarter: 248 funds were net buyers (41 opened a brand new position + 207 added to an existing one). Only 84 were sellers (63 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 35 → 56 → 54 → 41. 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.

📌

Mixed — 27% long-term, 34% new

■ 27% conviction (2yr+) ■ 39% medium ■ 34% new

Of the 350 current holders: 94 (27%) held >2 years, 137 held 1–2 years, and 119 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

➡️

Steady discovery — ~41 new funds/quarter

36 → 35 → 56 → 54 → 41 new funds/Q

New funds entering each quarter: 35 → 56 → 54 → 41. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 24% veterans, 47% new entrants

■ 24% veterans ■ 29% 1-2yr ■ 47% new

Of 350 current holders: 85 (24%) held 2+ years, 101 held 1–2 years, 164 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds

19 of 349 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in CGMU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.5

out of 10

Moderate Exit Risk

Exit risk score 4.5/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	347	330	5.15%
13F Shares	193M	173M	11.94%
Total Value	$5.13B	$4.53B	13.11%
New Positions	40	54	-14
Increased Positions	207	204	+3
Closed Positions	22	15	+7
Reduced Positions	62	40	+22
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

347

330

5.15%

13F Shares

193M

173M

11.94%

Total Value

$5.13B

$4.53B

13.11%

New Positions

-14

Increased Positions

207

204

Closed Positions

Reduced Positions

+22

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

347 + investors

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

QUARTER:

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

Top 25 CGMU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Michael Brady & Co., LLC	9.27%	382,401	$10.5M
2	Hartmann Taylor Wealth Management, LLC	5.87%	326,554	$8.9M
3	Robinson Smith Wealth Advisors LLC	5.37%	326,095	$9.0M
4	Cauble & Harre Wealth Management, Inc.	5.06%	229,441	$6.3M
5	J. Derek Lewis & Associates Inc.	4.60%	885,576	$24.3M
6	Beto Financial Group, LLC	4.38%	305,624	$8.3M
7	Gutierrez Wealth Advisory, LLC	4.31%	271,595	$7.5M
8	Mb, Levis & Associates, LLC	4.28%	422,343	$11.6M
9	Boulder Wealth Advisors, LLC	3.78%	377,874	$10.4M
10	Clarity Asset Management, Inc.	3.62%	268,763	$7.4M
11	Alliance Private Wealth, LLC	3.01%	315,801	$8.7M
12	Eq Wealth Advisors, LLC	2.87%	190,366	$5.2M
13	Clear Trail Advisors, LLC	2.78%	663,356	$18.2M
14	Blue Chip Partners, LLC	2.75%	1,585,807	$43.6M
15	EnRich Financial Partners LLC	2.71%	415,313	$11.4M
16	Envision Financial Planning, LLC	2.36%	263,987	$7.3M
17	IMPACTfolio, LLC	2.32%	224,209	$6.2M
18	Penney Financial, LLC	2.03%	211,497	$5.8M
19	Optimus Capital Advisors, LLC	2.03%	137,509	$3.8M
20	New England Capital Financial Advisors LLC	1.91%	291,291	$8.0M
21	Cedar Point Capital Partners, LLC	1.60%	101,376	$2.8M
22	Copper Harbor Investment Advisors, LLC	1.54%	264,359	$7.3M
23	McNamara Financial Services, Inc.	1.45%	305,929	$8.4M
24	Vaquero Private Wealth, Ltd	1.42%	251,465	$6.9M
25	Venturi Wealth Management, LLC	1.40%	1,321,147	$36.3M

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 (CGMU)

What does the Smart Money Trend signal show for CGMU?

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

More buyers than sellers — 75% buying: Last quarter: 248 funds were net buyers (41 opened a brand new position + 207 added to an existing one). Only 84 were sellers (63 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGMU holders?

Elite ownership — 66% AUM from top-100 funds: 19 of 349 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in CGMU. 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 CGMU?

Mixed — 27% long-term, 34% new: Of the 350 current holders: 94 (27%) held >2 years, 137 held 1–2 years, and 119 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, CGMU has moved -2.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -0.6%. Since the quarter end (June 30, 2026), CGMU has gained -3.7% vs +3.1% 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.

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Capital Grp Fixed Incm ETF T (CGMU)

Smart Money Signals — CGMU

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +56% more funds vs a year ago

More buyers than sellers — 75% buying

Fewer new buyers each quarter (-13 vs last Q)

Mixed — 27% long-term, 34% new

Steady discovery — ~41 new funds/quarter

Mixed cohorts — 24% veterans, 47% new entrants

Elite ownership — 66% AUM from top-100 funds

Institutional Sentiment Summary — CGMU

Hedge Fund Ownership: CGMU

Market Analysis: CGMU

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CGMU

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

Hedge Fund Positioning: CGMU

Statistics: CGMU

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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

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