Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CAPITAL GROUP INTL FOCUS EQT (CGXU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +33
Streak
11Q ▲
Buyers last Q
75%

Smart Money Signals — CGXU

Based on 319 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added CGXU 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
319 hedge funds hold CGXU 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 — +27% more funds vs a year ago

fund count last 6Q
+67 new funds entered over the past year (+27% 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 — 75% buying

232 buying77 selling
Last quarter: 232 funds were net buyers (55 opened a brand new position + 177 added to an existing one). Only 77 were sellers (55 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new CGXU position: 26 → 30 → 33 → 55. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 28% medium ■ 28% new
142 out of 319 hedge funds have held CGXU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

50 → 26 → 30 → 33 → 55 new funds/Q
New funds entering each quarter: 26 → 30 → 33 → 55. 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 — 38% veterans, 40% new entrants

■ 38% veterans ■ 22% 1-2yr ■ 40% new
Of 319 current holders: 122 (38%) held 2+ years, 69 held 1–2 years, 128 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
12 of 319 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Hedge Fund Ownership: CGXU

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

Market Analysis: CGXU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGXU

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 17 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: CGXU
2026 Q1 Stats Unlock in 21 days 319 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 319 286 11.54%
13F Shares 111M 109M 2.45%
Total Value $3.29B $3.21B 2.36%
New Positions 55 33 +22
Increased Positions 177 167 +10
Closed Positions 22 17 +5
Reduced Positions 55 63 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGXU

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

319 + investors

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

Top 25 institutional holders of CGXU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Armstrong, Fleming & Moore, Inc 10.86% 867,419 $25.6M
2 Main Line Retirement Advisors, LLC 9.91% 672,863 $19.8M
3 Summit Investment Advisory Services, LLC 9.32% 850,782 $25.1M
4 Michael Brady & Co., LLC 8.04% 271,371 $8.0M
5 INSPIRION WEALTH ADVISORS, LLC 7.42% 2,021,349 $59.6M
6 Sterling Investment Counsel, LLC 7.06% 854,424 $25.2M
7 ECLECTIC ASSOCIATES INC /ADV 6.61% 1,689,674 $49.8M
8 CPC Advisors, LLC 6.23% 1,302,417 $38.4M
9 Gutierrez Wealth Advisory, LLC 5.41% 295,440 $8.7M
10 Tribridge Partners Financial LLC 5.41% 442,543 $13.1M
11 Strata Wealth Advisors, LLC 5.08% 627,651 $18.5M
12 DeDora Capital, Inc. 4.37% 603,966 $17.8M
13 Lantz Financial LLC 3.90% 640,279 $18.9M
14 BetterWealth, LLC 3.35% 579,572 $17.1M
15 McGlone Suttner Wealth Management, Inc. 2.76% 706,871 $20.8M
16 TKG Advisors, LLC 2.28% 187,084 $5.5M
17 FINANCIAL MANAGEMENT NETWORK INC 2.14% 447,656 $13.9M
18 TRUE BLUE FINANCIAL, LLC 2.06% 88,635 $2.6M
19 Aspire Growth Partners LLC 1.98% 97,678 $2.9M
20 Freedom Financial Partners LLC 1.94% 184,481 $5.4M
21 Brown Miller Wealth Management, LLC 1.81% 216,462 $6.4M
22 Olistico Wealth, LLC 1.73% 119,021 $3.5M
23 AdvisorNet Financial, Inc 1.70% 1,111,629 $32.8M
24 Cushing Capital Partners, LLC 1.44% 63,749 $1.9M
25 G&S Capital LLC 1.36% 131,499 $3.9M
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 INTL FOCUS EQT (CGXU)

What does the Smart Money Trend signal show for CGXU?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added CGXU 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 CGXU?

More buyers than sellers — 75% buying: Last quarter: 232 funds were net buyers (55 opened a brand new position + 177 added to an existing one). Only 77 were sellers (55 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGXU holders?

Strong quality — 35% AUM from major funds: 12 of 319 holders rank in the top 100 by AUM, accounting for 35% 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 CGXU?

45% of holders stayed for 2+ years: 142 out of 319 hedge funds have held CGXU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.