Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capital Group Intl Focus Eqt (CGXU)

342 + 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
↑ +15
Streak
11Q ▲
Buyers last Q
70%

Smart Money Signals — CGXU

Based on 343 hedge funds · latest filing: 2026 Q1 · 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
343 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 — +28% more funds vs a year ago

fund count last 6Q
+75 new funds entered over the past year (+28% 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 — 70% buying

225 buying95 selling
Last quarter: 225 funds were net buyers (43 opened a brand new position + 182 added to an existing one). Only 95 were sellers (67 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 31 → 33 → 57 → 43. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 29% medium ■ 29% new
144 out of 343 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

28 → 31 → 33 → 57 → 43 new funds/Q
New funds entering each quarter: 31 → 33 → 57 → 43. 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.
🏛️

Veteran-anchored — 41% veterans vs 37% newcomers

■ 41% veterans ■ 22% 1-2yr ■ 37% new
Entry-cohort mix of 343 holders: 142 (41%) are 2+ year veterans, 75 entered 1–2 years ago, and 126 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
13 of 343 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in CGXU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — CGXU

In 2026 Q1, 225 hedge funds were net buyers of CGXU (43 opened a new position, 182 added to an existing one), while 95 reduced or exited (67 trimmed, 28 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 41% of total institutional value in CGXU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 343.

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

-- --

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

Is It Too Late to Buy Capital Group Intl Focus Eqt (CGXU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CGXU 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 · 75d ago
CGXU
+18.2%
SPY
+14.1%

CGXU outperformed SPY by +4.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
CGXU
+7.2%
SPY
+0.3%

Since the filing became public, CGXU outperformed SPY by +6.9% .

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.

10 top-rated funds 14 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: CGXU
342 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 342 328 4.27%
13F Shares 133M 112M 18.91%
Total Value $3.85B $3.30B 16.53%
New Positions 43 57 -14
Increased Positions 181 182 -1
Closed Positions 29 22 +7
Reduced Positions 67 57 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGXU

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Financial Highlights

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Institutional Holders (2026 Q1)

342 + investors

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

QUARTER:
Top 25 CGXU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hopwood Financial Services, Inc. 11.52% 579,853 $17.1M
2 Armstrong, Fleming & Moore, Inc 10.86% 867,419 $25.6M
3 Main Line Retirement Advisors, LLC 9.91% 672,863 $19.8M
4 Summit Investment Advisory Services, LLC 9.32% 850,782 $25.1M
5 Michael Brady & Co., LLC 8.04% 271,371 $8.0M
6 Troutman Wealth Management, LLC 7.57% 307,956 $9.1M
7 Inspirion Wealth Advisors, LLC 7.42% 2,021,349 $59.6M
8 Sterling Investment Counsel, LLC 7.06% 854,424 $25.2M
9 Eclectic Associates Inc /Adv 6.61% 1,689,674 $49.8M
10 Glaxis Capital Management, LLC 6.28% 170,200 $5.0M
11 CPC Advisors, LLC 6.23% 1,302,417 $38.4M
12 Gutierrez Wealth Advisory, LLC 5.41% 295,440 $8.7M
13 Tribridge Partners Financial LLC 5.41% 442,543 $13.1M
14 Beto Financial Group, LLC 5.10% 263,152 $8.7M
15 Strata Wealth Advisors, LLC 5.08% 627,651 $18.5M
16 DeDora Capital, Inc. 4.37% 603,966 $17.8M
17 Vawter Financial, Ltd. 4.07% 328,059 $9.7M
18 Lantz Financial LLC 3.90% 640,279 $18.9M
19 BetterWealth, LLC 3.35% 579,572 $17.1M
20 McGlone Suttner Wealth Management, Inc. 2.76% 706,871 $20.8M
21 Entruity Wealth, LLC 2.67% 133,312 $3.9M
22 TKG Advisors, LLC 2.28% 187,084 $5.5M
23 Confluence Wealth Services, Inc. 2.25% 1,971,772 $58.1M
24 Riverview Capital Advisers, LLC 2.22% 225,619 $6.7M
25 Financial Management Network Inc 2.14% 447,656 $13.9M
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 — 70% buying: Last quarter: 225 funds were net buyers (43 opened a brand new position + 182 added to an existing one). Only 95 were sellers (67 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGXU holders?

Elite ownership — 41% AUM from top-100 funds: 13 of 343 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in CGXU. 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 CGXU?

42% of holders stayed for 2+ years: 144 out of 343 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.

Is it too late to buy Capital Group Intl Focus Eqt (CGXU) following the 2026 Q1 hedge fund 13F filings?

As of today, CGXU has moved +7.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +6.9%. Since the quarter end (March 31, 2026), CGXU has gained +18.2% vs +14.1% 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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