Capital Group Equity ETF Tr (CGVV): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Capital Group Equity ETF Tr (CGVV) following the 2026 Q1 hedge fund 13F filings?

As of today, CGVV 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), CGVV 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.

Capital Group Equity ETF Tr (CGVV)

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

Smart Money Signals — CGVV

Based on 31 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q

For 3 consecutive quarters, more hedge funds added CGVV 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

31 hedge funds hold CGVV right now — the highest count in 1.0 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.

🟢

More buyers than sellers — 86% buying

24 buying4 selling

Last quarter: 24 funds were net buyers (10 opened a brand new position + 14 added to an existing one). Only 4 were sellers (3 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 15 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 97% entered in last year

■ 0% conviction (2yr+) ■ 3% medium ■ 97% 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.

➡️

Steady discovery — ~10 new funds/quarter

7 → 15 → 10 new funds/Q

New funds entering each quarter: 7 → 15 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 31 current holders: 31 (100%) 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 — 34% AUM from major funds

34% from top-100 AUM funds

5 of 31 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

7.4

out of 10

High Exit Risk

Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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	31	22	40.91%
13F Shares	3M	2M	78.7%
Total Value	$83M	$44M	88.68%
New Positions	10	15	-5
Increased Positions	14	4	+10
Closed Positions	1	1	-
Reduced Positions	3	0	+3
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

40.91%

13F Shares

78.7%

Total Value

$83M

$44M

88.68%

New Positions

-5

Increased Positions

+10

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

31 + investors

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

QUARTER:

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

Top 25 CGVV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	VVR Holdings LLC	5.07%	366,575	$9.8M
2	RM Financial Services, LLC	4.32%	187,412	$5.0M
3	CMC Financial Group	1.59%	30,369	$812K
4	Fearless Solutions, LLC dba Best Invest	0.28%	17,140	$458K
5	Capital Group Private Client Services, Inc.	0.19%	430,123	$11.5M
6	BHK Investment Advisors, LLC	0.19%	21,225	$568K
7	Concurrent Investment Advisors, LLC	0.16%	559,215	$15.0M
8	Junk Investment Group, LLC	0.11%	7,965	$213K
9	J. Derek Lewis & Associates Inc.	0.10%	16,518	$444K
10	Barrett & Company, INC.	0.03%	3,000	$80K
11	Sigma Planning Corp	0.02%	25,000	$669K
12	Sittner & Nelson, LLC	0.01%	938	$25K
13	Confluence Wealth Services, Inc.	0.01%	8,307	$222K
14	Capital International Investors	0.01%	1,000,000	$26.8M
15	Sunbelt Securities, Inc.	0.00%	2,940	$79K
16	Osaic Holdings, INC.	0.00%	89,132	$2.4M
17	Rothschild Investment LLC	0.00%	1,800	$48K
18	Advisory Services Network, LLC	0.00%	6,223	$166K
19	Mml Investors Services, LLC	0.00%	17,304	$463K
20	Harbour Investments, INC.	0.00%	2,510	$67K
21	Larson Financial Group LLC	0.00%	1,006	$27K
22	Ameritas Advisory Services, LLC	0.00%	813	$22K
23	Commonwealth Equity Services, LLC	0.00%	22,480	$601K
24	Envestnet Asset Management Inc	0.00%	20,975	$561K
25	Goldman Sachs Group Inc	0.00%	26,033	$696K

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 Group Equity ETF Tr (CGVV)

What does the Smart Money Trend signal show for CGVV?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added CGVV 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 CGVV?

More buyers than sellers — 86% buying: Last quarter: 24 funds were net buyers (10 opened a brand new position + 14 added to an existing one). Only 4 were sellers (3 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGVV holders?

Strong quality — 34% AUM from major funds: 5 of 31 holders rank in the top 100 by AUM, accounting for 34% 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 CGVV?

Mostly new holders — 97% 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 Group Equity ETF Tr (CGVV) following the 2026 Q1 hedge fund 13F filings?

As of today, CGVV 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), CGVV 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.

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Capital Group Equity ETF Tr (CGVV)

Smart Money Signals — CGVV

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 86% buying

Steady new buyers — ~10 new funds per quarter

Mostly new holders — 97% entered in last year

Steady discovery — ~10 new funds/quarter

Early stage — 100% of holders entered in last year

Strong quality — 34% AUM from major funds

Institutional Sentiment Summary — CGVV

Hedge Fund Ownership: CGVV

Market Analysis: CGVV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CGVV

Is It Too Late to Buy Capital Group Equity ETF Tr (CGVV) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: CGVV

Statistics: CGVV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Capital Group Equity ETF Tr (CGVV)

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