CGGG Hedge Fund Ownership (Q1 2026)

Capital Group Equity ETF Tr (CGGG)

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

Smart Money Signals — CGGG

Based on 27 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 CGGG 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

27 hedge funds hold CGGG 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 — 73% buying

19 buying7 selling

Last quarter: 19 funds were net buyers (7 opened a brand new position + 12 added to an existing one). Only 7 were sellers (3 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 9 → 14 → 7. 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.

🔄

Mostly new holders — 96% entered in last year

■ 0% conviction (2yr+) ■ 4% medium ■ 96% 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 — ~7 new funds/quarter

9 → 14 → 7 new funds/Q

New funds entering each quarter: 9 → 14 → 7. 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 27 current holders: 27 (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.

🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds

2 of 27 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in CGGG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

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	27	24	12.5%
13F Shares	2M	2M	15.66%
Total Value	$51M	$50M	2.33%
New Positions	7	14	-7
Increased Positions	12	7	+5
Closed Positions	4	2	+2
Reduced Positions	3	1	+2
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

12.5%

13F Shares

15.66%

Total Value

$51M

$50M

2.33%

New Positions

-7

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

27 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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

Top 25 CGGG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Worthington Financial Partners, LLC	1.91%	80,327	$2.3M
2	RM Financial Services, LLC	0.95%	44,534	$1.3M
3	Midwest Heritage Bank, FSB	0.90%	110,596	$3.2M
4	LaSalle St. Investment Advisors, LLC	0.24%	68,296	$2.0M
5	J. Derek Lewis & Associates Inc.	0.23%	42,794	$1.2M
6	Junk Investment Group, LLC	0.20%	15,909	$456K
7	Capital Group Private Client Services, Inc.	0.18%	436,537	$12.5M
8	Latitude Advisors, LLC	0.09%	7,637	$219K
9	Rothschild Investment LLC	0.02%	16,200	$464K
10	Sittner & Nelson, LLC	0.01%	900	$26K
11	Benjamin Edwards Inc	0.01%	28,204	$808K
12	Prime Capital Investment Advisors, LLC	0.00%	17,000	$487K
13	Capital International Investors	0.00%	720,000	$20.6M
14	Ameriflex Group, INC.	0.00%	300	$9K
15	World Investment Advisors	0.00%	8,189	$208K
16	Valmark Advisers, Inc.	0.00%	10,851	$311K
17	Truist Financial Corp	0.00%	92,567	$2.7M
18	Lavaca Capital LLC	0.00%	1,000	$29K
19	Osaic Holdings, INC.	0.00%	80,281	$2.3M
20	EverSource Wealth Advisors, LLC	0.00%	1,882	$54K
21	Harbour Investments, INC.	0.00%	4,646	$133K
22	Mml Investors Services, LLC	0.00%	29,192	$836K
23	Commonwealth Equity Services, LLC	0.00%	44,523	$1.3M
24	Chilton Capital Management LLC	0.00%	1,000	$29K
25	Kestra Advisory Services, LLC	0.00%	9,195	$263K

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 (CGGG)

What does the Smart Money Trend signal show for CGGG?

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

More buyers than sellers — 73% buying: Last quarter: 19 funds were net buyers (7 opened a brand new position + 12 added to an existing one). Only 7 were sellers (3 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CGGG holders?

Elite ownership — 55% AUM from top-100 funds: 2 of 27 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in CGGG. 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 CGGG?

Mostly new holders — 96% 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.

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Capital Group Equity ETF Tr (CGGG)

Smart Money Signals — CGGG

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 73% buying

Fewer new buyers each quarter (-7 vs last Q)

Mostly new holders — 96% entered in last year

Steady discovery — ~7 new funds/quarter

Early stage — 100% of holders entered in last year

Elite ownership — 55% AUM from top-100 funds

Institutional Sentiment Summary — CGGG

Hedge Fund Ownership: CGGG

Market Analysis: CGGG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CGGG

Hedge Fund Positioning: CGGG

Statistics: CGGG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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

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