Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capital Group Equity ETF Tr (CGVV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
4Q ▲
Buyers last Q
74%

Smart Money Signals — CGVV

Based on 37 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q
For 4 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
37 hedge funds hold CGVV right now — the highest count in 1.2 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 — +3600% more funds vs a year ago

fund count last 5Q
+36 new funds entered over the past year (+3600% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 74% buying

29 buying10 selling
Last quarter: 29 funds were net buyers (10 opened a brand new position + 19 added to an existing one). Only 10 were sellers (6 trimmed + 4 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 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 81% entered in last year

■ 0% conviction (2yr+) ■ 19% medium ■ 81% 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 → 10 new funds/Q
New funds entering each quarter: 7 → 15 → 10 → 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 37 current holders: 37 (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 — 27% AUM from major funds

27% from top-100 AUM funds
5 of 37 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
7.0
out of 10
High Exit Risk
Exit risk score 7.0/10 — 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.

Institutional Sentiment Summary — CGVV

In 2026 Q2, 29 hedge funds were net buyers of CGVV (10 opened a new position, 19 added to an existing one), while 10 reduced or exited (6 trimmed, 4 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 27% of total institutional value in CGVV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 37.

Hedge Fund Ownership: CGVV

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

Market Analysis: CGVV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGVV

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: CGVV
37 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 37 31 19.35%
13F Shares 3M 3M 10.23%
Total Value $98M $83M 18.8%
New Positions 10 10 -
Increased Positions 19 14 +5
Closed Positions 4 1 +3
Reduced Positions 6 3 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGVV

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Institutional Holders (2026 Q2)

37 + 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:
Top 25 CGVV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 VVR Holdings LLC 5.58% 417,651 $12.9M
2 RM Financial Services, LLC 5.26% 229,302 $7.1M
3 CMC Financial Group 1.06% 17,688 $547K
4 Fearless Solutions, LLC dba Best Invest 0.53% 32,723 $1.0M
5 BHK Investment Advisors, LLC 0.25% 26,820 $829K
6 J. Derek Lewis & Associates Inc. 0.25% 42,095 $1.3M
7 Capital Group Private Client Services, Inc. 0.23% 525,336 $16.2M
8 Concurrent Investment Advisors, LLC 0.16% 600,703 $18.6M
9 Junk Investment Group, LLC 0.11% 8,249 $255K
10 Beacon Financial Advisory LLC 0.07% 12,115 $374K
11 Barrett & Company, INC. 0.03% 3,000 $93K
12 Sigma Planning Corp 0.02% 27,000 $835K
13 NWF Advisory Services Inc. 0.02% 6,807 $210K
14 Sittner & Nelson, LLC 0.01% 938 $29K
15 Mml Investors Services, LLC 0.01% 129,513 $4.0M
16 Confluence Wealth Services, Inc. 0.01% 8,316 $257K
17 Osaic Holdings, INC. 0.01% 152,321 $4.7M
18 Capital International Investors 0.00% 550,000 $17.0M
19 Capital Investment Advisory Services, LLC 0.00% 1,730 $53K
20 Valmark Advisers, Inc. 0.00% 7,800 $241K
21 Rothschild Investment LLC 0.00% 1,950 $60K
22 EverSource Wealth Advisors, LLC 0.00% 1,942 $60K
23 Equitable Holdings, Inc. 0.00% 6,692 $207K
24 Harbour Investments, INC. 0.00% 2,810 $87K
25 Envestnet Asset Management Inc 0.00% 151,970 $4.7M
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 — 4 quarters in a row: For 4 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 — 74% buying: Last quarter: 29 funds were net buyers (10 opened a brand new position + 19 added to an existing one). Only 10 were sellers (6 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGVV holders?

Strong quality — 27% AUM from major funds: 5 of 37 holders rank in the top 100 by AUM, accounting for 27% 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 — 81% 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.

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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