Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capital Grp Fixed Incm ETF T (CGSD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
2Q ▲
Buyers last Q
72%

Smart Money Signals — CGSD

Based on 184 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CGSD 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
184 hedge funds hold CGSD 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 — +38% more funds vs a year ago

fund count last 6Q
+51 new funds entered over the past year (+38% 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 — 72% buying

130 buying51 selling
Last quarter: 130 funds were net buyers (36 opened a brand new position + 94 added to an existing one). Only 51 were sellers (37 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~36 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 15 → 33 → 36. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 29% long-term, 34% new

■ 29% conviction (2yr+) ■ 38% medium ■ 34% new
Of the 184 current holders: 53 (29%) held >2 years, 69 held 1–2 years, and 62 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.
🚀

Acceleration phase — new buyers rushing in

29 → 21 → 15 → 33 → 36 new funds/Q
New funds entering each quarter: 21 → 15 → 33 → 36. 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 — 29% veterans, 46% new entrants

■ 29% veterans ■ 24% 1-2yr ■ 46% new
Of 184 current holders: 54 (29%) held 2+ years, 45 held 1–2 years, 85 (46%) 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
14 of 184 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in CGSD. 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.

Institutional Sentiment Summary — CGSD

In 2026 Q1, 130 hedge funds were net buyers of CGSD (36 opened a new position, 94 added to an existing one), while 51 reduced or exited (37 trimmed, 14 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 43% of total institutional value in CGSD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 184.

Hedge Fund Ownership: CGSD

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

Market Analysis: CGSD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGSD

-- --

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

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

Signal Freshness measures how much CGSD 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 · 81d ago
CGSD
nan%
SPY
+15.1%

CGSD outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
CGSD
nan%
SPY
+1.3%

Since the filing became public, CGSD outperformed SPY by nan% .

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.

8 top-rated funds 8 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: CGSD
183 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 183 162 12.96%
13F Shares 56M 49M 13.97%
Total Value $1.39B $1.24B 11.47%
New Positions 35 33 +2
Increased Positions 94 84 +10
Closed Positions 14 14 -
Reduced Positions 37 32 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGSD

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Financial Highlights

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Institutional Holders (2026 Q1)

183 + investors

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

QUARTER:
Top 25 CGSD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Thayer Financial, L.L.C. 11.55% 438,992 $11.3M
2 Cauble & Harre Wealth Management, Inc. 7.04% 342,329 $8.8M
3 Bridgewealth Advisory Group, LLC 5.53% 1,034,744 $26.7M
4 Integras Partners LLC 4.52% 266,927 $6.9M
5 Landaas & Co /Wi /Adv 3.29% 581,816 $15.0M
6 IAM Advisory, LLC 3.28% 568,019 $14.6M
7 Lodestone Wealth Management LLC 2.63% 257,275 $6.6M
8 Entruity Wealth, LLC 2.43% 138,840 $3.6M
9 J Hagan Capital, INC. 2.25% 161,576 $4.2M
10 Eq Wealth Advisors, LLC 2.12% 140,897 $3.6M
11 Saxony Capital Management, LLC 2.12% 141,747 $3.7M
12 Troutman Wealth Management, LLC 2.06% 95,877 $2.5M
13 Richards, Merrill & Peterson, INC. 1.77% 186,984 $4.8M
14 McIlrath & Eck, LLC 1.66% 866,459 $22.3M
15 Freestate Advisors LLC 1.54% 74,558 $1.9M
16 Souders Financial Advisors 1.44% 489,982 $12.6M
17 BlackDiamond Wealth Management, LLC 1.36% 109,552 $2.8M
18 Wealth Science Advisors LLC 1.26% 86,043 $2.2M
19 Financial Management Network Inc 1.12% 282,033 $7.3M
20 Capital Group Private Client Services, Inc. 1.04% 2,389,077 $61.6M
21 Boyer Financial Services, Inc. 1.01% 36,834 $950K
22 Smith Thornton Advisors LLC 0.87% 67,273 $1.7M
23 Conservest Capital Advisors, Inc. 0.80% 343,833 $8.9M
24 Clearwave Capital, LLC 0.66% 37,435 $965K
25 DeDora Capital, Inc. 0.62% 98,429 $2.5M
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 (CGSD)

What does the Smart Money Trend signal show for CGSD?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CGSD 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 CGSD?

More buyers than sellers — 72% buying: Last quarter: 130 funds were net buyers (36 opened a brand new position + 94 added to an existing one). Only 51 were sellers (37 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGSD holders?

Elite ownership — 43% AUM from top-100 funds: 14 of 184 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in CGSD. 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 CGSD?

Mixed — 29% long-term, 34% new: Of the 184 current holders: 53 (29%) held >2 years, 69 held 1–2 years, and 62 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 (CGSD) following the 2026 Q1 hedge fund 13F filings?

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