Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capital Grp Fixed Incm ETF T (CGMU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +39
Streak
11Q ▲
Buyers last Q
83%

Smart Money Signals — CGMU

Based on 329 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 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
329 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 — +64% more funds vs a year ago

fund count last 6Q
+128 new funds entered over the past year (+64% 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 — 83% buying

257 buying54 selling
Last quarter: 257 funds were net buyers (53 opened a brand new position + 204 added to an existing one). Only 54 were sellers (40 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~53 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 35 → 35 → 56 → 53. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 36% entered in last year

■ 24% conviction (2yr+) ■ 39% medium ■ 36% new
Only 80 funds (24%) 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

34 → 35 → 35 → 56 → 53 new funds/Q
New funds entering each quarter: 35 → 35 → 56 → 53. 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 — 21% veterans, 50% new entrants

■ 21% veterans ■ 30% 1-2yr ■ 50% new
Of 329 current holders: 68 (21%) held 2+ years, 98 held 1–2 years, 163 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
18 of 328 holders are among the 100 largest funds by AUM, controlling 65% 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.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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 — CGMU

In 2026 Q1, 257 hedge funds were net buyers of CGMU (53 opened a new position, 204 added to an existing one), while 54 reduced or exited (40 trimmed, 14 sold completely) — a 83% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 65% of total institutional value in CGMU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +39 funds (more new holders than closures). Total institutional holders: 329.

Hedge Fund Ownership: CGMU

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

Market Analysis: CGMU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGMU

-- --

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

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

Signal Freshness measures how much CGMU 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
CGMU
+1.1%
SPY
+15.1%

CGMU outperformed SPY by -14.0% since March 31, 2026.

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

Since the filing became public, CGMU outperformed SPY by +0.0% .

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.

13 top-rated funds 17 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: CGMU
327 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 327 290 12.76%
13F Shares 172M 141M 22.49%
Total Value $4.53B $3.86B 17.35%
New Positions 51 56 -5
Increased Positions 204 185 +19
Closed Positions 14 9 +5
Reduced Positions 40 27 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGMU

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

327 + 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:
Top 25 CGMU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Michael Brady & Co., LLC 8.06% 295,546 $8.0M
2 Robinson Smith Wealth Advisors LLC 6.42% 349,684 $9.5M
3 Hartmann Taylor Wealth Management, LLC 5.86% 326,554 $8.9M
4 Gutierrez Wealth Advisory, LLC 5.28% 313,043 $8.5M
5 Cauble & Harre Wealth Management, Inc. 4.89% 224,736 $6.1M
6 Beto Financial Group, LLC 4.87% 303,914 $8.3M
7 J. Derek Lewis & Associates Inc. 4.81% 748,857 $20.5M
8 Mb, Levis & Associates, LLC 4.49% 396,290 $10.8M
9 Royal Harbor Partners, LLC 4.17% 453,277 $12.3M
10 Northwest Financial Advisors 4.09% 78,144 $2.1M
11 Boulder Wealth Advisors, LLC 3.68% 340,188 $9.2M
12 Alliance Private Wealth, LLC 3.47% 355,990 $9.7M
13 Blue Chip Partners, LLC 3.23% 1,653,001 $44.9M
14 Eq Wealth Advisors, LLC 2.98% 187,936 $5.1M
15 EnRich Financial Partners LLC 2.92% 405,604 $11.0M
16 Capital Insight Partners, LLC 2.78% 479,150 $13.1M
17 IMPACTfolio, LLC 2.44% 211,614 $5.7M
18 Envision Financial Planning, LLC 2.38% 242,502 $6.6M
19 Clear Trail Advisors, LLC 2.32% 512,183 $13.9M
20 New England Capital Financial Advisors LLC 2.10% 282,765 $7.7M
21 Penney Financial, LLC 1.93% 185,115 $5.0M
22 Optimus Capital Advisors, LLC 1.66% 103,343 $2.8M
23 Cedar Point Capital Partners, LLC 1.62% 91,842 $2.5M
24 Skyline Advisors, Inc. 1.56% 164,347 $4.5M
25 Venturi Wealth Management, LLC 1.55% 1,267,444 $34.4M
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 — 83% buying: Last quarter: 257 funds were net buyers (53 opened a brand new position + 204 added to an existing one). Only 54 were sellers (40 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGMU holders?

Elite ownership — 65% AUM from top-100 funds: 18 of 328 holders are among the 100 largest funds by AUM, controlling 65% 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?

Mostly new holders — 36% entered in last year: Only 80 funds (24%) 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 (CGMU) following the 2026 Q1 hedge fund 13F filings?

As of today, CGMU has moved +1.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), CGMU has gained +1.1% 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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