CGXU Hedge Fund Ownership (Q2 2026)

Capital Group Intl Focus Eqt (CGXU)

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

Smart Money Signals — CGXU

Based on 380 hedge funds · latest filing: 2026 Q2 · 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

380 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 — +36% more funds vs a year ago

fund count last 6Q

+101 new funds entered over the past year (+36% 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 — 65% buying

220 buying121 selling

Last quarter: 220 funds were net buyers (58 opened a brand new position + 162 added to an existing one). Only 121 were sellers (100 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter

Funds opening a new CGXU position: 33 → 57 → 43 → 58. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 29% medium ■ 29% new

159 out of 380 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.

💰

Value +29% but shares only +10% — price-driven

Value

+29%

+10%

Last quarter: the total dollar value of institutional holdings rose +29%, but actual share count only changed +10%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

32 → 33 → 57 → 43 → 58 new funds/Q

New funds entering each quarter: 33 → 57 → 43 → 58. A growing number of institutions are discovering CGXU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 42% veterans vs 36% newcomers

■ 42% veterans ■ 22% 1-2yr ■ 36% new

Entry-cohort mix of 380 holders: 158 (42%) are 2+ year veterans, 84 entered 1–2 years ago, and 138 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds

19 of 380 holders are among the 100 largest funds by AUM, controlling 44% 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	379	343	10.5%
13F Shares	147M	133M	10.47%
Total Value	$4.98B	$3.85B	29.38%
New Positions	57	43	+14
Increased Positions	162	182	-20
Closed Positions	21	29	-8
Reduced Positions	100	67	+33
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

379

343

10.5%

13F Shares

147M

133M

10.47%

Total Value

$4.98B

$3.85B

29.38%

New Positions

+14

Increased Positions

162

182

-20

Closed Positions

-8

Reduced Positions

100

+33

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

379 + 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:

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

Top 25 CGXU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Hopwood Financial Services, Inc.	12.48%	622,577	$21.6M
2	Main Line Retirement Advisors, LLC	10.27%	647,006	$22.4M
3	Armstrong, Fleming & Moore, Inc	9.92%	865,186	$30.0M
4	Troutman Wealth Management, LLC	8.17%	306,598	$10.6M
5	Inspirion Wealth Advisors, LLC	8.04%	2,063,378	$70.2M
6	Michael Brady & Co., LLC	7.86%	257,424	$8.9M
7	Summit Investment Advisory Services, LLC	7.36%	847,237	$29.3M
8	Sterling Investment Counsel, LLC	7.14%	876,583	$30.3M
9	Eclectic Associates Inc /Adv	6.74%	1,709,781	$59.2M
10	Glaxis Capital Management, LLC	5.91%	85,000	$2.9M
11	Gutierrez Wealth Advisory, LLC	5.66%	283,123	$9.8M
12	Tribridge Partners Financial LLC	5.59%	429,116	$14.3M
13	Strata Wealth Advisors, LLC	5.57%	659,184	$22.8M
14	DeDora Capital, Inc.	4.92%	654,320	$22.7M
15	CPC Advisors, LLC	4.89%	1,046,835	$36.2M
16	Lantz Financial LLC	4.31%	680,706	$23.6M
17	Vawter Financial, Ltd.	4.15%	318,572	$11.0M
18	Beto Financial Group, LLC	4.13%	236,984	$7.9M
19	BetterWealth, LLC	3.58%	584,586	$20.2M
20	Quantum Financial Partners LLC	3.34%	188,655	$6.5M
21	Worth Financial Advisory Group, LLC	3.25%	225,107	$7.8M
22	Stewardship Concepts Financial Services LLC	2.86%	122,683	$4.2M
23	McGlone Suttner Wealth Management, Inc.	2.85%	700,615	$24.3M
24	Confluence Wealth Services, Inc.	2.41%	2,430,784	$84.2M
25	TKG Advisors, LLC	2.30%	191,000	$6.6M

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 — 65% buying: Last quarter: 220 funds were net buyers (58 opened a brand new position + 162 added to an existing one). Only 121 were sellers (100 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGXU holders?

Elite ownership — 44% AUM from top-100 funds: 19 of 380 holders are among the 100 largest funds by AUM, controlling 44% 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: 159 out of 380 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.

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Capital Group Intl Focus Eqt (CGXU)

Smart Money Signals — CGXU

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +36% more funds vs a year ago

More buyers than sellers — 65% buying

More new buyers each quarter (+15 vs last Q)

42% of holders stayed for 2+ years

Value +29% but shares only +10% — price-driven

Growing discovery — still being found

Veteran-anchored — 42% veterans vs 36% newcomers

Elite ownership — 44% AUM from top-100 funds

Institutional Sentiment Summary — CGXU

Hedge Fund Ownership: CGXU

Market Analysis: CGXU

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CGXU

Hedge Fund Positioning: CGXU

Statistics: CGXU

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Capital Group Intl Focus Eqt (CGXU)

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