Capital Grp Fixed Incm ETF T (CGUI): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Capital Grp Fixed Incm ETF T (CGUI) following the 2026 Q1 hedge fund 13F filings?

As of today, CGUI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), CGUI gained nan% vs +13.9% 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 (CGUI)

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

Smart Money Signals — CGUI

Based on 55 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q

For 7 consecutive quarters, more hedge funds added CGUI 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

55 hedge funds hold CGUI right now — the highest count in 2.0 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 — +267% more funds vs a year ago

fund count last 6Q

+40 new funds entered over the past year (+267% 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

36 buying14 selling

Last quarter: 36 funds were net buyers (14 opened a brand new position + 22 added to an existing one). Only 14 were sellers (12 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 10 → 13 → 13 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 62% entered in last year

■ 0% conviction (2yr+) ■ 38% medium ■ 62% new

Only 0 funds (0%) 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.

📈

Growing discovery — still being found

5 → 10 → 13 → 13 → 14 new funds/Q

New funds entering each quarter: 10 → 13 → 13 → 14. A growing number of institutions are discovering CGUI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 80% of holders entered in last year

■ 0% veterans ■ 20% 1-2yr ■ 80% new

Of 55 current holders: 44 (80%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds

10 of 55 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

6.5

out of 10

Moderate Exit Risk

Exit risk score 6.5/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	55	43	27.91%
13F Shares	6M	4M	24.83%
Total Value	$138M	$112M	23.16%
New Positions	14	13	+1
Increased Positions	22	22	-
Closed Positions	2	3	-1
Reduced Positions	12	5	+7
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

27.91%

13F Shares

24.83%

Total Value

$138M

$112M

23.16%

New Positions

Increased Positions

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

55 + investors

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

QUARTER:

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

Top 25 CGUI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Tribridge Partners Financial LLC	2.80%	267,537	$6.8M
2	Entruity Wealth, LLC	0.93%	54,378	$1.4M
3	Michael Brady & Co., LLC	0.79%	31,169	$788K
4	5T Wealth, LLC	0.35%	35,090	$887K
5	Kensington Asset Management, LLC	0.24%	184,915	$4.7M
6	Merit Financial Group, LLC	0.22%	1,160,126	$29.3M
7	Wealthcare Advisory Partners LLC	0.15%	300,995	$7.6M
8	Strategic Blueprint, LLC	0.13%	86,768	$2.2M
9	Brookstone Capital Management	0.12%	414,867	$10.5M
10	Tcfg Wealth Management, LLC	0.08%	8,640	$218K
11	TCFG Investment Advisors, LLC	0.08%	8,640	$218K
12	Hbw Advisory Services LLC	0.07%	25,100	$635K
13	Ameritas Advisory Services, LLC	0.06%	61,151	$1.5M
14	Capital Group Private Client Services, Inc.	0.06%	140,115	$3.5M
15	Ameriflex Group, INC.	0.05%	3,950	$100K
16	Kingsview Wealth Management, LLC	0.04%	106,842	$2.7M
17	Synergy Investment Management, LLC	0.03%	3,300	$83K
18	Steward Partners Investment Advisory, LLC	0.02%	167,348	$4.2M
19	Dynamic Advisor Solutions LLC	0.01%	13,918	$352K
20	World Investment Advisors	0.01%	25,698	$650K
21	Mml Investors Services, LLC	0.01%	135,533	$3.4M
22	LPL Financial LLC	0.01%	1,070,078	$27.1M
23	Commonwealth Equity Services, LLC	0.01%	147,171	$3.7M
24	Captrust Financial Advisors	0.00%	105,208	$2.7M
25	Rothschild Investment LLC	0.00%	2,800	$71K

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 (CGUI)

What does the Smart Money Trend signal show for CGUI?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added CGUI 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 CGUI?

More buyers than sellers — 72% buying: Last quarter: 36 funds were net buyers (14 opened a brand new position + 22 added to an existing one). Only 14 were sellers (12 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGUI holders?

Strong quality — 28% AUM from major funds: 10 of 55 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CGUI?

Mostly new holders — 62% entered in last year: Only 0 funds (0%) 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 (CGUI) following the 2026 Q1 hedge fund 13F filings?

As of today, CGUI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), CGUI has gained nan% vs +13.9% 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 (CGUI)

Smart Money Signals — CGUI

Buying streak — 7 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +267% more funds vs a year ago

More buyers than sellers — 72% buying

Steady new buyers — ~14 new funds per quarter

Mostly new holders — 62% entered in last year

Growing discovery — still being found

Early stage — 80% of holders entered in last year

Strong quality — 28% AUM from major funds

Institutional Sentiment Summary — CGUI

Hedge Fund Ownership: CGUI

Market Analysis: CGUI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CGUI

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

Hedge Fund Positioning: CGUI

Statistics: CGUI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

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

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